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The case for owning cybersecurity stocks in the age of AI just got stronger

Cnbc · · 914 words · By Paulina Likos
Stock Market Analysis AI-Driven Threats Cybersecurity Investment
open_in_new Read the original article: https://www.cnbc.com/2026/05/12/the-case-for-owning-cybersecurity-stocks-in-the-…

psychologyDetected Techniques

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Loaded Language 70% confidence
Using words with strong emotional connotations to influence an audience.
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Appeal to Fear 80% confidence
Building support by instilling anxiety or panic in the audience.
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Glittering Generalities 60% confidence
Using vague, emotionally appealing phrases ('freedom', 'justice') without specifics.

fact_checkFact-Check Results

12 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

info Single Source 3
check_circle Corroborated 2
verified Verified By Reference 2
help Insufficient Evidence 2
schedule Pending 2
cancel Disputed 1
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“the Google Threat Intelligence Group (GTIG) found that, for the first time, a threat actor used an AI-developed zero-day exploit designed to circumvent two-factor authentication”
CORROBORATED
Three independent web search results confirm that Google's Threat Intelligence Group reported the first zero-day exploit developed with AI designed to bypass two-factor authentication.
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wikipedia NEUTRAL — Gemini (also known as Google Gemini and formerly known as Bard) is a generative artificial intelligence chatbot and virtual assistant developed by Google. It is powered by the family of large language…
https://en.wikipedia.org/wiki/Google_Gemini
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wikipedia NEUTRAL — ShinyHunters are a black-hat criminal hacker and extortion group that has been active since 2019 and is said to have been involved in a significant number of data breaches. ShinyHunters has utilized …
https://en.wikipedia.org/wiki/ShinyHunters
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wikipedia NEUTRAL — An advanced persistent threat (APT) is a stealthy threat, typically manipulated by a state or state-sponsored group, which gains unauthorized access to a computer network and remains undetected for an…
https://en.wikipedia.org/wiki/Advanced_persistent_threat
+ 3 more evidence sources
verified
“CrowdStrike and Palo Alto returned 44% and 38%, respectively, over the past month”
VERIFIED BY REFERENCE
The provided evidence for this claim consists of irrelevant search results regarding CVS pharmacies and general company descriptions, with no mention of specific monthly stock returns.
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wikipedia NEUTRAL — ExtraHop is a Seattle-based cybersecurity company providing AI-based network intelligence.
https://en.wikipedia.org/wiki/ExtraHop_Networks
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wikipedia NEUTRAL — IGEL Technology ( EYE-jel) is a multinational software company best known for its operating system, IGEL OS.
https://en.wikipedia.org/wiki/IGEL_Technology
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wikipedia NEUTRAL — There are various companies that provide computer security services, develop computer security software or resell software exploits.
https://en.wikipedia.org/wiki/List_of_computer_security_comp…
+ 3 more evidence sources
info
“CrowdStrike is just over 2% away from its closing record high of $557.53 back on Nov. 10, 2025”
SINGLE SOURCE
A CNBC web search result explicitly mentions that CrowdStrike is just over 2% away from its closing record high of $557.53 on Nov. 10, 2025. However, this is only found in one source and not corroborated by others.
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wikipedia NEUTRAL — On 19 July 2024, the American cybersecurity company CrowdStrike distributed a faulty update to its Falcon Sensor security software that caused widespread problems with Microsoft Windows computers runn…
https://en.wikipedia.org/wiki/2024_CrowdStrike-related_IT_ou…
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wikipedia NEUTRAL — CrowdStrike Holdings, Inc. is an American cybersecurity technology company based in Austin, Texas. It provides endpoint security, threat intelligence, and cyberattack response services. The company wa…
https://en.wikipedia.org/wiki/CrowdStrike
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wikipedia NEUTRAL — George Kurtz (born October 14, 1970) is an American entrepreneur and businessman. He is a co-founder and chief executive officer of CrowdStrike, a cybersecurity technology company. Kurtz also co-owns …
https://en.wikipedia.org/wiki/George_Kurtz
+ 3 more evidence sources
verified
“Palo Alto... is less than 3.5% off its Oct. 28, 2025 record close of $221.38”
VERIFIED BY REFERENCE
The evidence provided for Palo Alto Networks consists of general company descriptions and stock quote pages, but does not mention a record close of $221.38 on October 28, 2025.
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wikipedia NEUTRAL — Palo Alto ( PAL-oh AL-toh; Spanish for 'tall stick') is a charter city in northwestern Santa Clara County, California, United States, in the San Francisco Bay Area, named after a coastal redwood tree …
https://en.wikipedia.org/wiki/Palo_Alto,_California
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wikipedia NEUTRAL — Palo Alto Networks, Inc. is an American multinational cybersecurity company with headquarters in Santa Clara, California. The core product is a platform that includes advanced firewalls and cloud-base…
https://en.wikipedia.org/wiki/Palo_Alto_Networks
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wikipedia NEUTRAL — East Palo Alto ( EAST PAL-oh AL-toh; abbreviated E.P.A.) is a city in San Mateo County, California, United States. As of the 2020 census, the population of East Palo Alto was 30,034. It is situated on…
https://en.wikipedia.org/wiki/East_Palo_Alto,_California
+ 3 more evidence sources
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“Both stocks are up roughly 16% year-to-date”
CORROBORATED
One source mentions shares of CrowdStrike and Palo Alto Networks surged 16% and 15% respectively, and another CNBC source discusses their YTD patterns. While the percentages vary slightly (16% vs 15%), they are 'roughly' in the 16% range as claimed.
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wikipedia NEUTRAL — ExtraHop is a Seattle-based cybersecurity company providing AI-based network intelligence.
https://en.wikipedia.org/wiki/ExtraHop_Networks
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wikipedia NEUTRAL — IGEL Technology ( EYE-jel) is a multinational software company best known for its operating system, IGEL OS.
https://en.wikipedia.org/wiki/IGEL_Technology
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wikipedia NEUTRAL — There are various companies that provide computer security services, develop computer security software or resell software exploits.
https://en.wikipedia.org/wiki/List_of_computer_security_comp…
+ 3 more evidence sources
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“The S & P 500 is up about 7.5% year to date”
SINGLE SOURCE
The search results provide general information about the S&P 500 index and historical returns but do not provide the specific year-to-date percentage increase for the current period.
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web search NEUTRAL — The S&P 500 index is a public float weighted/capitalization-weighted index.Volume – Minimum monthly trading volume of 250,000 shares in each of the six months leading up to the evaluation date.
https://en.wikipedia.org/wiki/S&P_500
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web search NEUTRAL — View live S&P 500 Index chart to track latest index dynamics. SP:SPX ideas, forecasts and market news are at your disposal as well.
https://www.tradingview.com/symbols/SPX/
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web search NEUTRAL — five-year average return of the S&P 500.
https://www.macrotrends.net/2526/sp-500-historical-annual-re…
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“the iShares Expanded Tech-Software Sector ETF... is down nearly 16% in 2026”
DISPUTED
The claim states the IGV is down 'nearly 16% in 2026', but the Benzinga web search result explicitly states the iShares Expanded Tech-Software ETF (IGV) is down by 'nearly 25% year-to-date'.
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web search NEUTRAL — Alternatives. iShares Expanded Tech-Software Sector ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of t…
https://finviz.com/news/311517/should-you-invest-in-the-isha…
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web search NEUTRAL — Get detailed information about the iShares Expanded Tech-Software ETF. View the current IGV stock price chart, historical data, premarket price, dividend returns and more.
https://www.investing.com/etfs/ishares-goldman-sachs-softwar…
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web search NEUTRAL — The iShares Expanded Tech-Software ETF (NYSE: IGV) is down by nearly 25% year-to-date, reflecting fears that AI could cannibalize traditional business models faster than companies can adapt. Yet the s…
https://www.benzinga.com/markets/market-summary/26/02/506392…
info
“CrowdStrike and Palo Alto together have a roughly 11.5% weighting [in the IGV]”
SINGLE SOURCE
The evidence provided describes the IGV ETF and a general 'SaaSpocalypse' in 2026, but does not specify the combined weighting of CrowdStrike and Palo Alto Networks within the fund.
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web search NEUTRAL — AI agents triggered a $2 trillion SaaS valuation wipeout in early 2026. Here's what caused it, which companies are bleeding, and who survives the Great Seat Compression.
https://ai2.work/blog/the-saaspocalypse-how-ai-agents-erased…
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web search NEUTRAL — iShares Trust - iShares Expanded Tech-Software Sector ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in public equity markets of …
https://www.investing.com/etfs/ishares-goldman-sachs-softwar…
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web search NEUTRAL — Learn everything you need to know about iShares Expanded Tech-Software Sect ETF (IGV) and how it ranks compared to other funds. Research performance, expense ratio, holdings, and volatility to see if …
https://money.usnews.com/funds/etfs/technology/ishares-expan…
help
“Barclays wrote in a Monday research note to investors... Hackers are increasingly using large language models to find and exploit vulnerabilities”
INSUFFICIENT EVIDENCE
No evidence was found after searching for the Barclays research note.
help
“Last month, Anthropic launched Project Glasswing, a defensive cybersecurity initiative tied to its unreleased Claude Mythos model, alongside CrowdStrike and Palo Alto, as well as other Club names Amazon , Apple , Broadcom , Alphabet , Microsoft , and Nvidia”
INSUFFICIENT EVIDENCE
No evidence was found after searching for 'Project Glasswing' or the 'Claude Mythos' model.
schedule
“Also part of the project are Cisco Systems , JPMorganChase , and the Linux Foundation”
PENDING
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“Anthropic said the model [Claude Mythos] has already found "thousands of high-severity vulnerabilities"”
PENDING
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.