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Cybersecurity is the top play in AI because AI can not exist without it. Labs need the highest-quality protection to ensure their models are well-trained and reliable; enterprises need protection from the proliferation of agents and lightning-fast attacks; and everyone needs to ensure data is safe and reliable so models work.
CrowdStrike's earnings beat highlights strong cybersecurity demand. Discover ETFs positioned to benefit from CRWD's growth and the broader sector's momentum.
The AI rally has gone through several iterations, and the latest is the hardware-to-software rotation. AI's threat to major software providers was likely always overblown, but it's never been more apparent in the cybersecurity space.
Cybersecurity ETFs gain momentum as cyber leaders like FTNT post strong Q2 results, fueled by rising AI-driven threats and demand for security.
AI is transforming cybersecurity-and cybercrime. Here are cybersecurity ETFs positioned to capitalize on rising demand.
Global X Cybersecurity ETF earns a reiterated buy rating as technicals strengthen and sector resilience persists amid AI-driven volatility. BUG trades at a premium 27x P/E, with concentrated exposure to US SMID-cap growth and limited international diversification. Momentum remains strong, but seasonality and weakening RSI suggest potential near-term volatility, especially entering historically weak September.
Many top cybersecurity firms experienced noteworthy rallies throughout Q2 2026, a welcome shift after a period of stagnation for much of the last year up until that time. Companies may be navigating AI upheaval more successfully—Anthropic's Project Glasswing appears to be a model for how traditional cybersecurity companies can partner with AI providers in a mutually beneficial way.
Market leadership within the tech momentum trade has shifted in the wake of the recent bloodbath. Over the past month, a sharp unwinding of crowded positions sent semiconductors into a steep correction from recent record highs.