Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTLawrence Nga, The Motley FoolSat, July 4, 2026 at 6:20 PM GMT+2 4 min readArtificial intelligence is creating some of the biggest winners on Wall Street. Investors have poured into chipmakers, cloud providers, and memory players racing to capitalize on the AI boom. But another group of businesses is quietly benefiting from this trend: cybersecurity companies.After all, every new AI tool creates a new security challenge. As businesses rush to adopt AI, they must also protect their systems, data, and applications from new threats. That dynamic could create a significant opportunity for SentinelOne (NYSE: S), a cybersecurity company that sits at the intersection of two powerful trends: AI and security.Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »Image source: Getty Images.AI is creating a new cybersecurity raceTechnology shifts often create new security challenges. The rise of the internet gave birth to modern cybersecurity. The move to cloud computing created an entirely new market for cloud security. Now AI is doing the same thing. Businesses are embedding AI into customer service, software development, data analysis, and daily operations. Some companies are even deploying AI agents that can perform tasks with limited human involvement.These tools can improve productivity, but they also create new risks. Sensitive information can flow into AI systems. Hackers can target AI applications. Automated agents can gain access to critical systems and become attractive targets for cybercriminals. In other words, the more businesses rely on AI, the more important security becomes. That's where SentinelOne comes in.SentinelOne is more than an antivirus companyMany investors still think of SentinelOne as an endpoint security company that protects laptops and servers from cyberattacks. But that's just part of the story. Today, SentinelOne offers a broader cybersecurity platform called Singularity. The platform helps organizations protect devices, cloud environments, user identities, data, and AI-powered applications from cyber threats.In other words, the company is trying to become a one-stop security platform rather than a single-product vendor. That's an important distinction because platform companies often enjoy larger opportunities than point-solution providers. Once customers adopt a platform, they tend to purchase additional products over time, making those relationships more valuable.Terms and Privacy PolicyEU DSA contactPrivacy & Cookie SettingsMore Info