PANW Earnings Preview: Paul Meeks on Cybersecurity Stocks, Anthropic Impact & CrowdStrike

Freedom Capital Markets
Jun 2
1 min read

Schwab Network Inside Out

02 June 2026

Paul Meeks breaks down the cybersecurity trade ahead of Palo Alto Network (PANW) earnings. He explains how Anthropic's models initially pressured cybersecurity stocks as investors feared AI could disrupt the sector, and discusses the broader impact of on names like Palo Alto and CrowdStrike (CRWD) ahead of earnings. Tom White walks us through an example options trade for Palo Alto Network.

Link to Video: PANW Earnings Preview: Paul Meeks on Cybersecurity Stocks, Anthropic Impact & CrowdStrike

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