New Wall Street research touts our long-held view on AI and cybersecurity stocks

Wall Street is touting one of our long-held views: AI represents a tailwind —not a headwind — for CrowdStrike and cybersecurity stocks. Shares of CrowdStrike rose 1.6% Monday after receiving a pair of bullish analyst calls. Mizuho upgraded the stock to outperform from neutral while upping its price target to $520 from $490, saying recent channel checks showed "very healthy demand" across the platform and that CrowdStrike has "arguably the strongest set of offerings" in AI security. …