Palo Alto Networks (PANW) Jumped, What Is Behind The Fresh Attention?

Palo Alto Networks (PANW) is back in focus after its chief executive flagged tight NVIDIA chip supply stretching to 2028. This serves as a reminder that AI infrastructure constraints could shape how investors think about cybersecurity software exposure. Palo Alto Networks has ridden a powerful rerating over the past year, with the share price delivering a 112.16% year to date return and a 19.29% 90 day gain, while total shareholder return over five years sits at 349.19%. The recent jump...