As the AI race shows no signs of slowing, TD Cowen Senior Analyst Shaul Eyal joins Market Domination to discuss how the technology is changing the face of the cybersecurity industry.

"We have begun to see a little bit of an impact as it relates to cybersecurity stocks, specifically in the security operation centers... Companies coming out with specific tailored gen. AI solutions. I would imagine as we start looking into [2026] and beyond, we should be able to see initial impact on cybersecurity stocks," Eyal explains. He notes that hackers are becoming much "much more advanced" and companies will "need to respond with AI-related solutions."

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This post was written by Melanie Riehl