CrowdStrike's split-adjusted run looked great in everyone's group chat, but there was a quieter position in the same theme that still turned heads at dinner parties without requiring a single correct prediction…
Global cybersecurity spending is forecast to exceed $300 billion in 2026, and the catalyst is no longer abstract. AI agents now outnumber human identities within enterprises by roughly 109 to 1; Fortinet’s…
Enterprise cybersecurity budgets are on track to reach $215 billion in 2026, according to Gartner, as AI-powered phishing, prompt-injection attacks against language models, and tighter CISA disclosure rules push security spending higher…
State Street’s 2026 Global ETF Outlook flags a resilience pivot that reaches beyond traditional defensive assets. On page 13, the firm writes that “Early 2026 indications suggest we may be in for…
Ransomware payouts, supply‑chain breaches, and state‑backed attacks have pushed cybersecurity spending into the category of must‑have corporate expenses rather than optional upgrades. For investors who want exposure to the security budgets that…
Cybersecurity spending is structurally non-discretionary. Enterprises don’t cut security budgets the way they cut travel or marketing, which is precisely why thematic ETFs targeting the sector attract long-term growth investors. Global X…
The Global X Cybersecurity ETF (NASDAQ:BUG) has had a rough year. For a thematic ETF built around an exploding threat, that’s disappointing. But here’s the thing: cybersecurity stocks aren’t struggling because the…
It seems like every week, there is another announcement from a major institution, retailer, or other large corporate entity reporting that it suffered a cybersecurity breach that compromised client or customer data.…
