AI's 'Double-Edged' Sword to Cybersecurity & Software

from Schwab Network Hosted by Schwab Network

AI's threats to software will increase the need for cybersecurity companies. Gerald Sparrow expects companies like CrowdStrike (CRWD), Palo Alto Networks (PANW), and Fortinet (FT) for the foreseeable future. Eddy Zervigon agrees but sees new opponents entering the software space in quantum computing firms. Both highlight winners they see across the software space and how cybersecurity will shape trajectory long-term for companies beyond tech.

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AI's 'Double-Edged' Sword to Cybersecurity & Software

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This episode was published on September 22, 2026.

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