PANW, CRWD, ZS lead Nasdaq-100 gains as Nvidia's AI agent safety push, security scares lift cybersecurity stocks

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Cybersecurity stocks PANW, CRWD, and ZS led Nasdaq-100 gains as Nvidia launched an open-source framework for securing autonomous AI agents. Recent AI safety incidents heightened demand for digital security tools. PANW surged ~100% in six months with strong revenue growth, while CrowdStrike raised its outlook. BTIG upgraded PANW's price target to $425.

・Nvidia’s new open-source framework brings major cybersecurity firms into an effort to secure autonomous AI agents. ・Recent AI safety incidents have highlighted the growing risks of agents accessing real-world systems. ・PANW and CRWD have extended a broader rally, nearing recent highs. Cybersecurity stocks rallied on Monday even as the broader tech...

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