Cybersecurity stocks are starting to catch up to chip growth
Cybersecurity stocks are starting to catch up to chip growth
Publish Date: 2026-07-06 15:20:00
Source Domain: finance.yahoo.com
Using an unordered list, summarize the following article with between 4 and 8 key points. 00:00 Speaker A And Jared, you honed in on on cybersecurity names as well today. How are they looking? 00:03 Jared Yeah, let’s let me show you a chart first. This is uh the cyber CIBR ETF versus the SOX, that’s the Philly Semiconductor. So this is straight cybersecurity versus chip stocks. And this goes back to uh that June 25th low that I was just talking about a minute ago. Here are chip stocks. They are down uh 6.62% right now over these six trading days. The uh cyber ETF is up 10%. So this is kind of a divergence here. And as I said, socks, uh chip stocks are clawing their way back today. They’re actually doing quite nicely today, but it’s notable that cybersecurity has outperformed over this limited stretch. And I want to show you also for the bigger picture what both of these instruments have done since those March 30 lows. You can see uh chip stocks by far and away the leader up almost 90%, although they have been going sideways uh for a couple weeks there. And then you got uh Cyber which is also kind of gone sideways as well, but it is about, it is on the verge of reclaiming its high. And I just want to show you real quick a heat map of some of those cyber names so you can get a handle on the individuals that are participating in this rally and I will show you a six-day view. And there you go. Cisco’s a standout down 4% and yes, it is part of the cybersecurity trade, but there’s IBM once again up 16%, PANW, Palo Alto up 20. And we got some nice outsized winners. At the very top, we got 10B up almost 50%, Tenable Holdings.
