AI Is Supercharging Cybersecurity Stocks. Here Are Wedbush’s 2 Favorite Picks.

Artificial intelligence (AI) is changing cybersecurity in a big way, and not just because companies are using it to defend against attacks. The same technology that helps security teams spot threats faster is also giving hackers new ways to move faster, automate attacks, and find weaknesses. In other words, the AI arms race is making cybersecurity less of a “nice to have” and more of a constant battle, while also changing where companies are choosing to put their security dollars.

That shift is now catching Wall Street’s attention. Wedbush Securities recently launched new analyst coverage of the cybersecurity sector, taking a bullish view of AI-native platform vendors while turning more cautious on standalone vulnerability management companies. Analyst Steven Wahrhaftig and his team argue that the rise of AI-driven threats may not necessarily mean companies will spend more overall on cybersecurity. Instead, the bigger story could be where that money goes.