Palo Alto's CEO Sees a $1 Trillion Cyber Replacement Cycle. 2 ETFs to Play It
PANW's post-earnings selloff highlights valuation risks even as AI could drive a $1 trillion cybersecurity upgrade cycle. These ETFs offer broader exposure.
Palo Alto's leader thinks companies will spend a huge amount of money upgrading their computer safety systems soon. When thinking about cyber-security companies, watch whether they're actually winning those big deals—not just what they say might happen.
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