Cybersecurity Stocks Resist the Tech Sell-off – Okta and Fortinet Could Emerge as Winners!
Cybersecurity budgets will continue to rise in 2026 as AI massively expands the addressable market size – the disruption risk from AI is unfounded here!
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While the software sector is under massive pressure, I see remarkable resilience among cybersecurity companies. This is no coincidence: AI does not pose a threat to leading cybersecurity providers; instead, it opens up enormous growth opportunities. The three trends – increasing attack surfaces due to AI, AI-driven cybercriminals, and the "AI-versus-AI" defense race – are driving massive demand for security solutions. Fortinet impressively demonstrates this strength: despite the tech sell-off, the stock rose by almost 3% following strong...
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