CrowdStrike, Palo Alto hit records after Black Hat cyber conference illuminates rising AI threat
Reported by CNBC · cnbc.com · August 10, 2026
The industry's annual Black Hat conference renewed demand for AI-powered cybersecurity tools.
What the tape says
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Market reaction today: $PANW -1.95%, $CRWD -0.66%
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