Cybersecurity stocks, big comeback! AI is rather a ‘growth d…
Cybersecurity stocks, big comeback! AI is rather a ‘growth d…
Publish Date: 2026-05-08 03:44:00
Source Domain: www.moomoo.com
A “new normal” in the U.S. technology industry, known as “Long semiconductor stocks, short software stocks”」shows signs of change.On May 7, a shift appeared,as semiconductor stocks fell back due to short-term profit-taking,whileSoftware stocks (particularly cybersecurity-related names) soared. $Datadog (DDOG.US)$and$Fortinet (FTNT.US)$ The most symbolic were Datadog and Fortinet.Good earningsFollowing their earnings reports,with respective surges of 31% and 20%..
Until now, the market had been concerned that ‘AI would replace software companies.’ However,this earnings season revealed a clear trend: the expansion of AI adoption itself is driving demand for monitoring, defense, and AI security.This reality has become increasingly clear.
This article will explore,Based on the content of Datadog and Fortinet’s earnings and their future outlooks,“Potential winners in the AI era”Highlighted stocks in the “monitoring and cybersecurity sectors”and explore investment opportunities.
The collapse of the “semiconductor long, software short” strategy
—Has the market started to correct the view that ‘AI will disrupt SaaS’?
In the US stock market on May 7, signs of change emerged in the pair trade of“long semiconductor stocks, short software stocks,” which had functioned as the go-to strategy for the AI-driven market.appeared.
Up to nowWhile capital has been flowing into GPU, HBM, power, and cooling-related sectors, which are seen as direct beneficiaries of expanding AI investments, a pessimistic view has arisen regarding software stocks,as stocks likely to be replaced by AI.had remained firmly in place. As a result, $PHLX Semiconductor Index (.SOX.US)$Is$iShares Expanded Tech-Software Sector ETF (IGV.US)$ (iShares Expanded Tech Software ETF, non-tradable stock) and $Global X Cybersecurity ETF (BUG.US)$ (Cybersecurity ETF) have continued to significantly outperform.
However, on May 7th,while the SOX index rebounded on short-term profit-taking,IGV and cybersecurity-related…
