Cybersecurity stocks could have more room to run, according to JPMorgan, which sees recent developments in artificial intelligence as a tailwind rather than a threat for leading players like Palo Alto Networks and CrowdStrike. The bank reiterated its overweight ratings on both companies following Anthropic's rollout of its advanced AI model, Claude Mythos Preview, as part of its Project Glasswing initiative.

Palo Alto Networks' XSIAM exceeds $500M ARR in Q2 FY26 as rapid customer wins and large deals position it as a key long-term growth engine.

Palo Alto Networks and CrowdStrike are members of Anthropic's new Project Glasswing cybersecurity initiative.

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AK Global Asset Management LLC acquired a new stake in shares of Palo Alto Networks, Inc. (NASDAQ: PANW) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 8,830 shares of the network technology company's stock, valued at approximately $1,626,000. Palo Alto Networks accounts for

US stocks have entered April following a period of significant volatility from geopolitical friction and shifting sector leadership. The US-Iran war weighed heavily on market sentiment last month, driving and sustaining oil prices handily above $100 per barrel due to supply chain disruptions.

Palo Alto Networks Inc. rises in after-hours trading after Anthropic cybersecurity partnership news, while insider sale filing draws attention.

A new coalition announced by Anthropic suggests that the AI company is looking to partner with traditional cybersecurity vendors — not compete against them.

Cybersecurity stocks have lagged during the AI race. Wall Street analysts predict that AI spending for cybersecurity will increase.

/PRNewswire/ -- In August 2024, the National Institute of Standards and Technology finalized the first three post-quantum cryptography standards - FIPS 203,