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RegExp("[?&]notifications=1(&|#|$)");"desktop"===y&&i&&b.test(window.location.search)&&(i.checked=!0)};ge("ybar-mod-notification",(function(e){var t={isUH3:"crunch"===e.getConfig().ytheme,notifContainer:document.getElementById("notification-container"),notifBadge:document.getElementById("notif-badge"),notifMenu:document.getElementById("ybarNotificationMenu"),notifMenuOpener:document.querySelector("#ybarNotificationMenu + label"),notifDropdown:document.getElementById("notifDropdownContainer"),tooltipContainer:document.querySelector(".".concat($n)),notifLabel:document.querySelector(".".concat(Xn))};t.notifDropdown&&so(e,t)}))}()}};]]>Aditya RaghunathWed, February 25, 2026 at 1:30 PM GMT+1 4 min readCybersecurity has never been more important or more complicated. As artificial intelligence weaves itself into the fabric of how businesses run, the attack surface keeps growing.Hackers are moving faster. Threats are harder to detect. And the old playbook simply doesn't work anymore. That's created a genuine opportunity for investors who know where to look.Micron Stock Trades Near Record High — Cash Out or Hold On?Microsoft Stock Just Flashed an Ultra-Rare Bullish Signal for Options TradersWestern Digital Is Selling Sandisk Stock. Should You?Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today!Nvidia (NVDA) has now partnered with Palo Alto Networks (PANW) and Akamai Technologies (AKAM) to push AI-powered security directly into the industrial systems that keep the physical world running, including factories, power grids, pipelines, and data centers.It's a development that could meaningfully accelerate growth at both companies. And right now, the numbers behind each stock are difficult to ignore.The partnership centers on Nvidia's BlueField data processing units, or DPUs. Think of a DPU as a specialized chip that handles security, networking, and storage tasks independently from a server's main processor. By embedding security directly into infrastructure at this level, threats can be stopped before they ever reach a critical system.Nvidia described the effort plainly, saying it represents "a fundamental shift in OT and ICS cybersecurity, where security is embedded into and distributed across infrastructure, enforced at the edge and coordinated through centralized, AI-driven intelligence."For Palo Alto Networks, this means embedding its security platform into industrial automation systems running on Nvidia's BlueField chips. For Akamai, it means extending its Guardicore segmentation platform on the same architecture, enabling companies to lock down individual devices, applications, or workloads into tightly controlled security zones and enforce zero-trust policies at the edge.Zero trust means no device or user is automatically trusted. Every connection gets verified, and this security model is now seen as essential as AI agents begin operating autonomously across corporate networks.The Nvidia partnership could boost PANW stock, which is down 35% from all-time highs. In fiscal Q2 of 2026, it reported revenue of $2.59 billion, up 15% year-over-year (YoY). PANW’s next-generation security annual recurring revenue, or NGS ARR, the metric Wall Street watches most closely, grew 33% to $6.33 billion.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,908.86 -37.27 (-0.54%)Dow 3049,499.20 +17.05 (+0.03%)Nasdaq22,878.38 -273.70 (-1.18%)Russell 20002,677.29 +13.96 (+0.52%)VIX18.63 +0.70 (+3.90%)Gold5,208.30 +14.10 (+0.27%)Trending tickersNFLX Netflix, Inc. 84.59 +1.88 (+2.28%)XYZ Block, Inc. 54.53 +2.59 (+4.99%)CRWV CoreWeave, Inc. 97.63 -0.38 (-0.39%)DUOL Duolingo, Inc. 117.45 +5.80 (+5.19%)RKLB Rocket Lab Corporation 72.65 +2.45 (+3.49%)PortfolioSign in to access your portfolioSign inTop gainersSEZL Sezzle Inc. 84.70 +22.08 (+35.26%)LMAT LeMaitre Vascular, Inc. 113.69 +22.31 (+24.41%)FA First Advantage Corporation 11.69 +2.17 (+22.79%)IONQ IonQ, Inc. 40.88 +7.29 (+21.70%)HPP Hudson Pacific Properties, Inc. 7.69 +1.33 (+20.91%)Top losersEOSE Eos Energy Enterprises, Inc. 6.74 -4.39 (-39.44%)ACMR ACM Research, Inc. 57.04 -11.43 (-16.69%)FOUR Shift4 Payments, Inc. 48.41 -8.96 (-15.62%)FSK FS KKR Capital Corp. 11.29 -2.03 (-15.24%)MIRM Mirum Pharmaceuticals, Inc. 92.19 -16.43 (-15.13%)Most activeNVDA NVIDIA Corporation 184.89 -10.74 (-5.49%)EOSE Eos Energy Enterprises, Inc. 6.74 -4.39 (-39.44%)NU Nu Holdings Ltd. 15.06 -1.59 (-9.55%)PLUG Plug Power Inc. 1.9100 0.0000 (0.00%)AAL American Airlines Group Inc. 13.94 +0.62 (+4.65%)Top economic eventsEarnings eventsMy earnings eventsEarnings events