Daily Earnings: Bots Break the Foundation (GTLB, PANW) | Jun 2

The explosive volume of autonomous AI agents is now physically breaking traditional enterprise architectures, permanently altering how software is built, how subscriptions are priced, and how heavily infrastructure must be financed.* GitLab (GTLB) is executing a generational architecture rebuild to handle massive bot-driven codebase volume.* Palo Alto Networks (PANW) warned that human cybersecurity defenders are mathematically obsolete against AI.* Desperate hyperscalers are paying HIVE the entire cost of GPU servers upfront in cash.As this transition accelerates, extreme physical infrastructure bottlenecks are violently shifting pricing leverage away from the cloud giants and back to legacy hardware suppliers.