Investors Eye AI Winners on Both Sides of Pacific: Ives

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Investors are focusing on AI-related stocks, particularly those with strong cybersecurity capabilities, according to Dan Ives of Wedbush Securities. Companies like CrowdStrike and Palo Alto are seen as well-positioned to benefit from the AI revolution. Cybersecurity is expected to be a key area of growth in the AI space.

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Dan Ives, Wedbush Securities Managing Director and Global Head of Tech Research, says cybersecurity is on the outside looking in but will be “very strong in the AI revolution.” He tells Romaine Bostick and Katie Greifeld on “The Close” that ripple-effect names like CrowdStrike and Palo Alto are well positioned. (Source: Bloomberg)

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المقال الأصلي منشور بواسطة Bloomberg في أكتوبر 25, 2025.
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