Palo Alto Networks will succeed due to its data advantage.
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When to Actually Buy Software Stocks (Dan Ives Explains)
Future InvestingApr 22, 2026
The creator discusses the disconnect in the tech narrative, particularly concerning AI's impact on software stocks. They argue that established players with large install bases and decades of code, such as Salesforce, ServiceNow, Crowdstrike, and Palo Alto Networks, are likely to be the long-term winners due to their data advantage, rather than AI-native startups.
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Crowdstrike is positioned to win in cybersecurity due to its data.
ServiceNow will benefit from its established data and install base.
Salesforce is a winner due to its install base and data, not AI models.
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