Markets Rattled By New Chinese AI Model: What Investors Need To Know

New Chinese AI Model Kimi K3 is raising questions for established players. Investors are questioning whether AI industry still has pricing power.

Seeking Alpha • Jul 21, 2026

IHAK: Why The Onus Is On The Cybersecurity Bulls In The Q2 Earnings Season

IHAK, the iShares Cybersecurity and Tech ETF, is downgraded to Hold after outperforming the S&P 500 with a 20% return since September 2025. IHAK's valuation is now moderate, matching the S&P 500's P/E just above 21, and its technical setup signals potential consolidation or pullback. Momentum has been stellar, but a bearish RSI divergence and recent achievement of a key technical target suggest caution in the near term.

Seeking Alpha • Jul 20, 2026

IHAK: There's No Future Without Cybersecurity And This ETF Reminds Us Of It

The iShares Cybersecurity and Tech ETF has focused exposure to the cybersecurity sector, with a more direct approach than broader tech ETFs like the Amplify Cybersecurity ETF and the First Trust Nasdaq Cybersecurity ETF. Current valuations for IHAK are stretched (P/E ~27x), but forward growth prospects and PEG (~1.53x) align with the broader tech sector. Global cybersecurity spending is expanding at double-digit rates, supported by regulatory tailwinds and structural demand.

Seeking Alpha • Jul 20, 2026

The Asymmetric AI Winner: Cybersecurity ETFs Gaining From Cloud Buildout

Cybersecurity ETFs are gaining traction as AI-driven cloud expansion fuels demand for digital protection and risk management.

Zacks Investment Research • May 27, 2026

Cybersecurity Is No Longer Optional for Any Business. These ETFs Are Built Around That Reality.

The average cost of resolving a data breach in 2026 is $4.4 million. Cybersecurity is no longer a luxury but a necessity.

The Motley Fool • May 17, 2026

Hack-Proof Your Portfolio: The Bull Case for Cybersecurity ETFs

As AI investments surge, AI-driven cyberattacks are rising in parallel, boosting the case for cybersecurity ETFs.

Zacks Investment Research • May 15, 2026

Growing AI Risks & Defense Demand Boost Cybersecurity ETFs' Appeal

As AI adoption and cyberwarfare accelerate, cybersecurity ETFs may offer a compelling investment opportunity.

Zacks Investment Research • May 8, 2026

Cybersecurity stocks fall on report Anthropic is testing a powerful new model

Cybersecurity stocks slumped on Friday on a report that Anthropic is testing a powerful new artificial intelligence model called Mythos that presents potential security risks. The rise of AI is putting pressure on cybersecurity companies to innovate and fend off increasingly sophisticated and easy-to-launch cyberattacks.

CNBC • Mar 27, 2026

The Stocks Goldman Sachs Thinks You Should Own as Iran War Stretches Into a Third Week

The war in Iran is entering its third week with no end in sight. That, according to Goldman Sachs analysts, warrants some portfolio changes.

Investopedia • Mar 16, 2026

Cybersecurity stocks drop for a second day as new Anthropic tool fuels AI disruption fears

Cybersecurity stocks dropped for a second day as the threat of AI to the industry loomed large with Anthropic's latest AI tool that can scan code for vulnerabilities. Investors are worried these new tools will displace software business models and many tasks handled by cybersecurity vendors.

CNBC • Feb 23, 2026