{"id":241440,"date":"2026-05-08T03:44:00","date_gmt":"2026-05-08T07:44:00","guid":{"rendered":"https:\/\/news-you-need.com\/index.php\/2026\/05\/08\/cybersecurity-stocks-big-comeback-ai-is-rather-a-growth-d\/"},"modified":"2026-05-08T04:00:10","modified_gmt":"2026-05-08T08:00:10","slug":"cybersecurity-stocks-big-comeback-ai-is-rather-a-growth-d","status":"publish","type":"post","link":"https:\/\/news-you-need.com\/index.php\/2026\/05\/08\/cybersecurity-stocks-big-comeback-ai-is-rather-a-growth-d\/","title":{"rendered":"Cybersecurity stocks, big comeback! AI is rather a ‘growth d…"},"content":{"rendered":"

Cybersecurity stocks, big comeback! AI is rather a ‘growth d…<\/a><\/p>\n

https:\/\/www.moomoo.com\/community\/feed\/cybersecurity-stocks-make-a-major-comeback-ai-is-actually-a-116537836175366<\/a><\/p>\n

Publish Date: 2026-05-08 03:44:00<\/a><\/p>\n

Source Domain: www.moomoo.com<\/a><\/p>\n

A \u201cnew normal\u201d in the U.S. technology industry, known as “<\/span>Long semiconductor stocks, short software stocks”<\/span>\u300d<\/span>shows signs of change.<\/span>On May 7, a shift appeared,<\/span>as semiconductor stocks fell back due to short-term profit-taking,<\/span>while<\/span>Software stocks (particularly cybersecurity-related names) soared<\/span>. <\/span>$Datadog (DDOG.US)$and<\/span>$Fortinet (FTNT.US)$ The most symbolic were Datadog and Fortinet.<\/span>Good earnings<\/span>Following their earnings reports,<\/span>with respective surges of 31% and 20%.<\/span>.<\/span><\/p>\n

Until now, the market had been concerned that ‘AI would replace software companies.’ However,<\/span>this earnings season revealed a clear trend: the expansion of AI adoption itself is driving demand for monitoring, defense, and AI security.<\/span>This reality has become increasingly clear.<\/span><\/p>\n

This article will explore,<\/span>Based on the content of Datadog and Fortinet\u2019s earnings and their future outlooks,<\/span>“Potential winners in the AI era”<\/span>Highlighted stocks in the “monitoring and cybersecurity sectors”<\/span>and explore investment opportunities.<\/span><\/p>\n

The collapse of the “semiconductor long, software short” strategy<\/span>
\u2014Has the market started to correct the view that ‘AI will disrupt SaaS’?<\/span><\/p>\n

In the US stock market on May 7, signs of change emerged in the pair trade of<\/span>“long semiconductor stocks, short software stocks,” which had functioned as the go-to strategy for the AI-driven market.<\/span>appeared.<\/span><\/p>\n

Up to now<\/span>While 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,<\/span>as stocks likely to be replaced by AI.<\/span>had remained firmly in place. As a result, <\/span>$PHLX Semiconductor Index (.SOX.US)$Is<\/span>$iShares Expanded Tech-Software Sector ETF (IGV.US)$ (iShares Expanded Tech Software ETF, non-tradable stock) and <\/span>$Global X Cybersecurity ETF (BUG.US)$ (Cybersecurity ETF) have continued to significantly outperform.<\/span><\/p>\n

However, on May 7th,<\/span>while the SOX index rebounded on short-term profit-taking,<\/span>IGV and cybersecurity-related…<\/span><\/p>\n

Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Cybersecurity stocks, big comeback! AI is rather a ‘growth d… https:\/\/www.moomoo.com\/community\/feed\/cybersecurity-stocks-make-a-major-comeback-ai-is-actually-a-116537836175366 Publish Date: 2026-05-08 03:44:00…<\/p>\n","protected":false},"author":1,"featured_media":241441,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/sgsnsimg.moomoo.com\/sns_client_feed\/181000001\/20260508\/web-1778224547609-DPrDkGzZHN.png?imageMogr2\/thumbnail\/1200x","fifu_image_alt":"","footnotes":""},"categories":[15],"tags":[20,57],"class_list":["post-241440","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cybersecurity","tag-artificial-intelligence","tag-security"],"_links":{"self":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/241440"}],"collection":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=241440"}],"version-history":[{"count":1,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/241440\/revisions"}],"predecessor-version":[{"id":241443,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/241440\/revisions\/241443"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/241441"}],"wp:attachment":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=241440"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=241440"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=241440"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}