Ken Fisher Added to Cisco and Palo Alto Networks. Their AI Security Bets Face Different Tests

finance.yahoo.com · 2026-09-12

Ken Fisher’s latest disclosed positions put two different approaches to AI infrastructure and security in the same portfolio. Cisco Systems, Inc. (NASDAQ:CSCO) combines networking equipment with security software. Palo Alto Networks, Inc. (NASDAQ:PANW) offers more concentrated exposure to security platforms, with acquisitions adding an integration test. September coverage brought renewed attention to Fisher’s position increases. […]

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