Dan Ives Sees Cybersecurity Spending Doubling: 5 Stocks That Could Benefit

AI agents are creating a cybersecurity problem traditional defenses were not built to handle: software that can access sensitive data, call tools and take action without waiting for a human. Dan Ives believes that shift could reshape corporate technology budgets, pushing cybersecurity's share of IT spending from roughly 5% today to 10% over the next three years.