Reported 5 months ago
RBC Capital Markets Software Equity Analyst Rishi Jaluria and Macquarie Head of US AI and Software Research Frederick Havemeyer discuss top AI plays in cybersecurity and other sectors outside major tech companies and chipmakers. Havemeyer suggests CrowdStrike as a strong player in cybersecurity benefiting from generative AI advancements, while Jaluria highlights Zoom as an underappreciated AI tool for sales and HR tasks. Both analysts share insights on potential benefits within companies like Salesforce in the AI space.
Source: YAHOO