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The AI Supercycle's Biggest Blind Spot: Why Cybersecurity Growth Stocks Could Outperform in 2026

Apr 07, 2026 13:30 UTC

Key PointsCybersecurity stocks have lagged during the AI race..

  • April 07, 2026 — 09:30 am EDT Written byDave KovaleskiforThe Motley Fool-> Cybersecurity stocks have lagged during the AI race
  • Wall Street analysts predict that AI spending for cybersecurity will increase
  • Artificial intelligence (AI) stocks have been driving the stock market's action over the course of the three-year bull market that began in late 2022

April 07, 2026 — 09:30 am EDT Written byDave KovaleskiforThe Motley Fool-> Cybersecurity stocks have lagged during the AI race. Wall Street analysts predict that AI spending for cybersecurity will increase. Artificial intelligence (AI) stocks have been driving the stock market's action over the course of the three-year bull market that began in late 2022.AI stockslikeNvidia,Broadcom,Micron, andPalantir, to name a few, have put up astronomical returns. But there is one area of the tech sector that has not seen a major boost from theAI supercycle-- at least, not yet: cybersecurity. However, some

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