Squawk on the Street SOTS 2nd Hour: Intel’s Lifeline, The Retail Wrap-up, & LIVE: Palo Alto CEO 8/19/25
Aug 19, 2025
Nikesh Arora, CEO of Palo Alto Networks, dives into the seismic shifts in the cybersecurity landscape, emphasizing the role of AI in transforming security measures. He highlights urgent needs for enhanced protections against evolving threats. The discussion also touches on retail dynamics, with insights from analysts on stocks to buy or avoid amidst mixed earnings reports. Plus, a notable surge in Intel's stock linked to SoftBank's investment leads to a conversation on the future of tech governance and market strategies.
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AI Agents Create A New Cybersecurity Frontier
- Nikesh Arora says AI agents will require new cybersecurity guardrails to prevent hijacking and rogue behavior.
- Securing agents is essential for enterprises to deploy AI safely and successfully.
Platformization Is Driving Big Security Deals
- Palo Alto shifted to a platform approach to consolidate security tools and reduce customers' stitching burden.
- Platformization drove large deals and better outcomes versus point solutions.
Fed Cuts Won't Automatically Lower Mortgage Rates
- Rebecca Patterson warns a more inflationary regime changes how bonds react to Fed cuts, complicating housing outcomes.
- She sees AI spending raising costs now and potential job cuts offsetting near-term disinflation.