Hot Picks: Three software stocks positioned for AI growth

BNN Bloomberg · BNN Bloomberg · 2026-10-29 18:17 UTC

Thomas Martin discusses software stocks Palo Alto Networks, Palantir and MongoDB as AI competition reshapes cybersecurity and data services.

The race to turn artificial intelligence into a lasting business advantage is reshaping the software sector. Choosing potential winners requires assessing how established businesses fit into an evolving technology landscape.

BNN Bloomberg spoke with Thomas Martin, senior portfolio manager at GLOBALT Investments, about his case for Palo Alto Networks, Palantir and MongoDB.

Key Takeaways

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