Kevin Hincks says it’s difficult to imagine AI infrastructure without cybersecurity, underscoring the importance Palo Alto Networks (PANW). KeyBanc upgraded the stock into Friday's trading session. He highlights the company’s recent string of acquisitions while Tom White examines the decline in Palo Alto’s profit margins due to increased costs. Tom and Kevin then walk through example options trades as shares remain more than $100 below all-time highs.