Cybersecurity Earnings and AI Security Demand Surge

Check Point Q2 earnings show subscription growth offsetting firewall weakness, AI Network Firewall launch, $2B buyback, back-end-loaded guidance. Fortinet PT raised to $185 by Cantor Fitzgerald on AI tailwinds, reinforcing strong Q2. Cybersecurity sector benefits from AI-driven security demand and enterprise spending. Investors should monitor Palo Alto, CrowdStrike, and Fortinet for execution and guidance.