<body><p>STORY: "The winners will be software companies that integrate AI into their offerings," said Kampitsis, who sees undervalued opportunities in the space.</p><p>He pointed to cybersecurity names including CrowdStrike and Palo Alto Networks as companies that are integrating AI into their offerings, saying they "represent an opportunity."</p><p>Kampitsis said another "opportunity with upside" was Salesforce, which he called an artificial intelligence company of its own.</p><p>"We think there's a lot of potential upside there for an investor looking to take a chance on a real opportunity," he said.</p><p>Salesforce forecast second-quarter revenue below Wall Street estimates on Wednesday despite a stronger-than-expected first quarter.</p></body>
