The Wall Street bank expects the four companies to double down on AI and profit from a share of $100 billion in savings.
Morgan Stanley has named four cybersecurity stocks it expects to gain from the increasing use of artificial intelligence. The investment bank said Palo Alto Networks , Microsoft , Fortinet , and CrowdStrike are set to benefit from a potential $30 billion opportunity AI is expected to unlock in cybersecurity.
line Initially, the bank expects companies to adopt a "co-pilot" approach where AI assists human operators rather than taking over completely. Humans will still be needed to make ultimate security decisions, they added. "While still early days and likely a net tailwind for the group, we think the most immediate beneficiaries are those with large, unique data sets across multiple threat vectors. Based on our framework ...
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