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International Business Machines Corp. (NYSE:IBM) warning that clients paused software and mainframe spending amid "rapidly-evolving, industry-wide cybersecurity concerns" sent the stock down more than 24% on Tuesday, heading towards its worst daily performance ever.
Cybersecurity combines defensive spending with tech-sector growth, and two ETFs dominate retail exposure: the First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR) and the Amplify Cybersecurity ETF (NYSEARCA:HACK).
Global cybersecurity spending is forecast to exceed $300 billion in 2026, and the catalyst is no longer abstract.
Holders of CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) own the household name in cybersecurity, and the stock has rewarded that conviction with a 45.26% year-to-date gain through June 23.
A dollar in First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR) on the last trading day of 2025 was worth about $1.22 by the close on June 5, 2026, while the same dollar in the S&P 500 was worth about $1.08.
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.
The cybersecurity ETF that some marketing committee decided to brand Themes Cybersecurity ETF (NASDAQ:SPAM) is having the kind of year that makes you forget its ticker is the universal shorthand for unwanted email.
By the time the "golden cross" happened we already locking in significant gains in two trades.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.