Palo Alto CEO sees opportunities in cybersecurity amid AI selloff

Palo Alto (PANW) CEO calls the AI-led software selloff "paranoid," seeing a buying window in cybersecurity and infrastructure stocks. He argues that general AI models can't match security edge-case precision. While peers like Adobe slump, PANW is down just 6% YTD. Arora believes the market will eventually discern winners from losers.