Are Tech ETFs New Safe Haven Amid Iran War?

Iran war volatility lifts oil and rattles stocks. But tech ETFs, powered by AI, cloud and cybersecurity demand, are emerging as surprising defensive plays.

Zacks Investment Research • 20 hours ago

'Software Is Dead, Long Live Software'

In just two months, the iShares Expanded Tech-Software Sector ETF fell more than 22%, taking its total decline from its peak to over 30%. In the early weeks of 2026, it seemed as though every weekend a new negative article about the sector was published.

Seeking Alpha • Mar 7, 2026

SaaS: Is There Opportunity In The Destruction?

A specter is haunting Wall Street—the specter of the “SaaSpocalypse.” Since the iShares Expanded Tech-Software Sector ETF (IGV) peaked on September 19, 2025, it has fallen roughly 30%.

Seeking Alpha • Mar 2, 2026

Cybersecurity Stocks Hit By Anthropic 'Claude Code Security.' JFrog Plunges.

Cybersecurity stocks and shares in providers of software-development tools retreated after Anthropic released "Claude Code Security."

Investors Business Daily • Feb 20, 2026

4 reasons why cybersecurity stocks are primed for a turnaround

Shares of most of the cybersecurity companies Jefferies covers are trading at the lowest valuations seen over the past five years.

Market Watch • Feb 19, 2026

Amplify ETFs Launches Amplify HACK Cybersecurity Covered Call ETF (HAKY)

CHICAGO, Jan. 21, 2026 (GLOBE NEWSWIRE) -- Amplify ETFs , leading provider of breakthrough ETF solutions, announces the launch of the Amplify HACK Cybersecurity Covered Call ETF (HAKY). HAKY seeks to balance high income, targeting 15% or greater annualized option premium income, and capital appreciation through investment exposure to cybersecurity companies using a covered call writing strategy.

GlobeNewsWire • Jan 21, 2026

Stellar Gains, Heavy Losses: Cybersecurity Stocks Had a Mixed Year

The WSJ Pro Cyber Index of top 20 public cybersecurity firms by market capitalization ended 2025 up more than 27%. But that's down from highs twice as big earlier in the year.

WSJ • Jan 9, 2026

2026 will be the year cybersecurity meets AI, says Wedbush's Dan Ives

Dan Ives, Wedbush, joins 'Power Lunch' to talk how cybersecurity plays could be the next frontier for AI investing in 2026.

CNBC Television • Dec 26, 2025

Cybersecurity ETFs: CIBR's Concentrated Strategy Wins Over HACK

The First Trust Nasdaq Cybersecurity ETF is rated a buy due to superior performance, lower risk, and higher liquidity versus the Amplify Cybersecurity ETF. CIBR offers greater international exposure, stronger concentration in high-margin software, and better risk-adjusted returns, making it more attractive for long-term investors. HACK is rated hold, hindered by lower liquidity, higher expense ratio, weaker performance, and greater downside risk, despite slightly broader sector diversification.

Seeking Alpha • Nov 20, 2025

HACK: Cybersecurity Stocks Cool Off, But Key Support Looks Strong

Amplify Cybersecurity ETF remains a "Buy" as it tests key long-term support despite recent underperformance versus the S&P 500. HACK's premium valuation and increased volatility warrant caution, but the sector's growth prospects, especially with AI, remain compelling. Technical analysis shows HACK near its 200-day moving average, with support likely to hold and potential for a year-end rally.

Seeking Alpha • Nov 18, 2025