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Recent events indicate that the internal AI security efforts of model developers and enterprises may not be enough to control the new cybersecurity risks posed by these frontier models. 80% of chief information security officers (CISOs) surveyed by Boston Consulting Group ranked emerging AI-powered attacks as a critical or serious issue.
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.
The AI trade is entering a new phase. After years of infrastructure spending, the focus is shifting toward software that can turn computing power into revenue and productivity.
Usually, when investors are investing in a tech stock these days, it's because the company is well-positioned to benefit from embracing AI. Of course, AI adoption comes in multiple shades, such as new models, cloud computing, and more.
CrowdStrike's earnings beat highlights strong cybersecurity demand. Discover ETFs positioned to benefit from CRWD's growth and the broader sector's momentum.
The iShares Expanded Tech-Software Sector ETF has rebounded, but AI-driven sector changes demand a more selective approach to software exposure. Earnings strength in software is currently sustained by price increases on renewals, not new customer growth, raising sustainability concerns.
Cybersecurity ETFs gain momentum as cyber leaders like FTNT post strong Q2 results, fueled by rising AI-driven threats and demand for security.
Cisco's post-earnings sell-off spotlights four ETFs offering exposure to its AI-driven growth while cushioning single-stock risks.