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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.
AI is transforming cybersecurity-and cybercrime. Here are cybersecurity ETFs positioned to capitalize on rising demand.
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.
The headline number making the rounds on cybersecurity ETF Twitter is bigger than the one the tape actually printed, and that gap is the most useful place to start.
Enterprise cybersecurity budgets are on track to reach $215 billion in 2026, according to Gartner, as AI-powered phishing, prompt-injection attacks against language models, and tighter CISA disclosure rules push security spending higher across every industry.
AI momentum, defensive investing and elevated energy prices are pushing several ETF areas to fresh 52-week highs in 2026.