Two major network security giants are poised to release their heavy-duty performance! The software sector's "last-ditch counterattack trend" is facing a major test.

As the two global leaders in cybersecurity, Palo Alto Networks Inc. (PANW.US) and CrowdStrike Holdings Inc. (CRWD.US), announce their quarterly earnings in the coming days, investors will have a clearer understanding of the recent surge in the stock market of cybersecurity leaders in the US and the sustained impact of the "AI intelligence storm" ignited by Anthropic on the fundamental growth prospects of cybersecurity leaders and global software giants. Whether this is a significant positive factor or a "long-term disruptive nature" of bearish factors remains to be seen.