Jefferies survey points to faster market growth in 2027, with cloud security and broader platforms emerging as priorities. Cybersecurity sales pipelines strengthened in the third quarter, with no surveyed reseller reporting a decline for the first time in 11 quarters, Jefferies found.
Jim Cramer said established tech giants with strong businesses and multiple ways to benefit from AI are some of the best places to invest in the boom. He remains diversified but is overweight AI, arguing those stocks offer more opportunities for growth as higher rates weigh on much of the rest of the market.
US software stocks are touching fresh 2026 highs, supported by a sharp rise in earnings expectations, which according to several analysts indicate that fears over AI-led disruption in the sector were largely overstated.
Rapid advances in artificial intelligence are widening corporate attack surfaces, turning enterprise security into an essential operating expense rather than a discretionary technology purchase. While broader software valuations have faced significant pressure this year, cybersecurity stocks have emerged as a rare pocket of premium multiples tied to mission-critical demand.
Personal AI assistants are moving beyond answering questions to carrying out everyday tasks through several steps. Meta Platforms' (META) Muse agent is one example that has taken the world by storm over the past week.
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