Cybersecurity leaders gain in AI era, Stephanie Link notes

Cybersecurity leaders gain in AI era, Stephanie Link notes
Cybersecurity stocks lead AI-driven gains

Stephanie Link, managing director and portfolio manager at Hightower Advisors, notes that cybersecurity leaders PANW, CRWD, and FTNT have posted strong gains year-to-date, up 23%, 20%, and 48% respectively.

Link observes that these companies are viewed as long-term winners in the artificial intelligence sector and highlights that their CEOs have been buying shares, suggesting confidence in their sustained market leadership.

Link has recently highlighted other notable earnings reports. She noted strong quarterly results for ROK, with discrete, hybrid, and process segments exceeding expectations. In a separate update, Link reported that EL achieved 40 percent EPS growth and $1 billion in Asia Pacific sales. These updates reflect continued monitoring of performance across multiple sectors.

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