Palo Alto Networks, Inc. - Common Stock (PANW)

Hightower Advisors' Stephanie Link has been holding her nose and buying stocks in recent weeks as markets unwind amid tariff uncertainty.

Palo Alto stock dipped amid a report the cybersecurity firm may acquire artificial intelligence startup ProtectAI for around $650 million.

Palo Alto Networks Inc (NASDAQ:PANW) shares are trading higher Wednesday after the company announced it achieved $1.5 billion in sales on the Google Cloud Marketplace.

As tariffs and trade war chatter send shivers down tech's spine, Stephanie Link of Hightower Advisors sees opportunity – especially in software and services names with recurring revenue and minimal exposure to global shocks.

On CNBC's "Halftime Report Final Trades," Jason Snipe of Odyssey Capital Advisors said he is staying long on Palo Alto Networks, Inc.

Palo Alto Networks shares briefly popped in Tuesday's after-hours session after the company announced it crossed $1.5 billion in sales on the Google Cloud Marketplace.

Let's take a closer look at the S&P500 stocks with an unusual volume in today's session on Tuesday. Stay informed about the market activity below.

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Palo Alto also sports a 97 EPS Rating, meaning its recent quarterly and longer-term annual earnings growth tops 97% of all stocks.

A recent pullback in a rapidly growing tech stock offers opportunistic investors a solid deal, while a key player in the artificial intelligence (AI) revolution has a lot to prove.

As Palo Alto looks for more affordable AI models, this analyst has warned that the demand for AI hardware could be a larger problem.