Geopolitics Alpha

Linux · Kernel · CVE-2025-39964: Linux Kernel Race Condition Vulnerability

Published . Updated .

Apply mitigations in accordance with vendor instructions, ensuring compliance with CISA’s BOD 26-04 Prioritizing Security Updates Based on Risk (see URL in Notes) guidance and CISA’s “Forensics Triage Requirements” (see URL in Notes). Follow applicable BOD 26-04 guidance for cloud services or discontinue use of the product if mitigations are unavailable. Stakeholders are responsible for evaluating each asset's internet exposure and ensuring adherence to BOD 26-04 patching guidelines. — Known ransomware use: Unknown

Directly affected

  • No company is named in this report.

Indirectly affected

  • NVDA NVIDIA

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • TSM Taiwan Semiconductor

    The main advanced-chip manufacturer sits in Taiwan

  • ASML ASML

    Chipmaking-equipment sales follow export rules

  • AVGO Broadcom

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMD AMD

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMAT Applied Materials

    Chip-equipment makers feel export controls

  • LRCX Lam Research

    Chip-equipment makers feel export controls

  • SMH VanEck Semiconductor

    A fund of semiconductor companies

  • SOXX iShares Semiconductor

    A fund of semiconductor companies

  • QQQ Invesco QQQ

    Big tech moves with chip-supply risk

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA———————
TSM———————
ASML———————
AVGO———————
AMD———————
AMAT———————
LRCX———————
SMH———————
SOXX———————
QQQ———————

Apply mitigations in accordance with vendor instructions, ensuring compliance with CISA’s BOD 26-04 Prioritizing Security Updates Based on Risk (see URL in Notes) guidance and CISA’s “Forensics Triage Requirements” (see URL in Notes). Foll…

Source: CISA Known Exploited Vulnerabilities

First Tr Exchange-Traded Fd (CIBR) compared with technology stocks (XLK) since 20 Sep 2026

Since the first closing price after “Linux · Kernel · CVE-2025-39964: Linux Kernel Race Condition Vulnerability,” First Tr Exchange-Traded Fd (CIBR) is -3.06%. The S&P 500 fund (SPY) is -0.89% over the same days, a -2.17% difference versus the market. technology stocks (XLK) is +3.17%, a -6.23% difference versus that group of stocks.

CIBR
SPY
XLK

Official trades in First Tr Exchange-Traded Fd (CIBR) around 20 Sep 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around First Tr Exchange-Traded Fd (CIBR)

Companies mentioned with this story

  • CIBR First Tr Exchange-Traded Fd

    In “Linux · Kernel · CVE-2025-39964: Linux Kernel Race Condition Vulnerability,” First Tr Exchange-Traded Fd (CIBR) is linked, with no stored direction, medium confidence. Reason on file: Material cyber incidents can change cybersecurity spending and risk expectations

  • HACK Amplify Cybersecurity Etf

    For “Linux · Kernel · CVE-2025-39964: Linux Kernel Race Condition Vulnerability,” Amplify Cybersecurity Etf (HACK) is linked, with no stored direction, medium confidence. Reason on file: Material cyber incidents can change cybersecurity spending and risk expectations

  • CGNT Cognyte Software

    Cognyte Software (CGNT) is linked, with no stored direction, medium confidence in the 20 Sep 2026 story “Linux · Kernel · CVE-2025-39964: Linux Kernel Race Condition Vulnerability.” Reason on file: GA selected CGNT as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GWRE Guidewire Software

    Guidewire Software (GWRE) is linked, with no stored direction, medium confidence in the 20 Sep 2026 story “Linux · Kernel · CVE-2025-39964: Linux Kernel Race Condition Vulnerability.” Reason on file: GA selected GWRE as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • U Unity Software

    Unity Software (U) is linked, with no stored direction, medium confidence in the 20 Sep 2026 story “Linux · Kernel · CVE-2025-39964: Linux Kernel Race Condition Vulnerability.” Reason on file: GA selected U as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CHKP Check Point Software Technologies

    Check Point Software Technologies (CHKP) is linked, with no stored direction, medium confidence in the 20 Sep 2026 story “Linux · Kernel · CVE-2025-39964: Linux Kernel Race Condition Vulnerability.” Reason on file: GA selected CHKP as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • HUBC Hub Cyber Security

    Hub Cyber Security (HUBC) is linked, with no stored direction, medium confidence in the 20 Sep 2026 story “Linux · Kernel · CVE-2025-39964: Linux Kernel Race Condition Vulnerability.” Reason on file: GA selected HUBC as a RELATED security because its canonical security name directly matches this event's themes: cyber. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • PRGS Progress Software

    For “Linux · Kernel · CVE-2025-39964: Linux Kernel Race Condition Vulnerability,” Progress Software (PRGS) is linked, with no stored direction, medium confidence. Reason on file: GA selected PRGS as a RELATED security because its canonical security name directly matches this event's themes: software. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

First Tr Exchange-Traded Fd (CIBR) and the semiconductors link

“Linux · Kernel · CVE-2025-39964: Linux Kernel Race Condition Vulnerability” (20 Sep 2026) reaches First Tr Exchange-Traded Fd (CIBR) through Semiconductors.

What ties First Tr Exchange-Traded Fd (CIBR) to the headline is this: Material cyber incidents can change cybersecurity spending and risk expectations

Also listed, Amplify Cybersecurity Etf (HACK): Material cyber incidents can change cybersecurity spending and risk expectations

Dates in the story, and the First Tr Exchange-Traded Fd (CIBR) price range

CGNT traded between 8.21 and 9.01 across 20 sessions. The latest close on file is 8.72. CIBR traded between 98.09 and 110.59 across 20 sessions. The latest close on file is 99.91. HACK traded between 115.90 and 131.37 across 20 sessions. The latest close on file is 118.03.

A simple score for First Tr Exchange-Traded Fd (CIBR)

46 out of 100

“Linux · Kernel · CVE-2025-39964: Linux Kernel Race Condition Vulnerability” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.