Shares of cybersecurity-related companies are trading higher. The sector may be experiencing rotational interest from investors as a hedge against continued AI tool deployment, which may yield more demand for more security, or as a haven against weakness in AI-related tech stocks.

First Tracks Biotherapeutics, C3.ai, CCC Intelligent Solutions And Other Big Stocks Moving Higher On Monday

U.S. stocks mixed; First Tracks Biotherapeutics surged 18% on positive celiac trial results, while C3.ai, Liquidia and others also gained.

U.S. Cybersecurity Agencies Warn China-Based Cybersecurity Company Enabling Threat Actors To Target Multiple Critical Infrastructure Sectors Worldwide

Mizuho Maintains Neutral on Check Point Software Tech, Raises Price Target to $145

Chip Stocks Endure Longest Losing Streak Since 2006 as CoreWeave Credit Concerns Mount: This Week on Wall Street

The iShares Semiconductor ETF is on a nine-session losing run unseen since May 2006, as the KOSPI posts its worst week since 2008, optical names suffer dot-com-era drops and Bank of America sees a Cisco echo.

Shares of software companies are trading lower amid a rotation out of technology and AI-related stocks. Rising inflation concerns and elevated oil prices are fueling expectations for further Fed tightening, while elevated borrowing costs could weigh on demand, valuations and debt metrics.

Nasdaq 100 Slides As Micron, SanDisk, CoreWeave Sink: Stock Market Today

The Nasdaq 100 fell 1.5% at midday Friday as memory chips and AI-debt names sold off, while Fed Chair Warsh declined to rule out an October hike after hot CPI and PPI. WTI held near $96, the 10-year yield hovered around 5.1%, gold bounced toward $4,200 and bitcoin traded near $81,300.