Cloudflare is an innovative company with multiple business lines, including network security and infrastructure for developers, well-positioned to benefit from increased internet usage and AI inferencing at the edge.
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5 Software Stocks AI Can't Replace
Ticker Take with Jon ErlichmanApr 30, 2026
A software analyst discusses five software stocks poised to thrive in the AI era, focusing on companies with defensible infrastructure, critical solutions, pricing power, and strong management. The selected stocks are Palo Alto Networks, CrowdStrike, DataDog, Rubrik, and Cloudflare, all of which are seen as well-positioned to benefit from increasing IT complexity and AI adoption.
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Rubrik provides essential backup, recovery, and cyber resilience services, a critical function that will grow with the proliferation of AI agents and data, positioning it as a durable long-term name.
DataDog's core proposition of monitoring IT infrastructure and application health provides visibility into increasing complexity driven by AI, making it a strong player in the observability space.
CrowdStrike is a blue-chip cybersecurity company with a dominant position in endpoint security, making it well-suited to address AI-driven threats and expand into other cybersecurity domains.
Palo Alto Networks is a primary pick due to its strong position in cybersecurity, particularly in providing guardrails for AI agents, and its critical role in network security and incident response.