While Everyone Sold Mag7 Names, I'm Moving Into Cybersecurity Stocks (SPX)
Published . Updated .
This report is about cybersecurity.
Directly affected
- No company is named in this report.
Indirectly affected
- CIBR First Trust NASDAQ Cybersecurity ETF+6.1% 30d
First Trust NASDAQ Cybersecurity ETF: it holds cybersecurity firms. Linked by “cybersecurity” (cybersecurity) in this story.
- CRWD CrowdStrike Holdings+5.9% 13d
CrowdStrike Holdings (prepackaged software): hacks and breaches raise demand for security software. Linked by “cybersecurity” (cybersecurity) in this story.
- PANW Palo Alto Networks-1.6% 30d
Palo Alto Networks (computer peripheral equipment): hacks and breaches raise demand for security software. Linked by “cybersecurity” (cybersecurity) in this story.
- FTNT Fortinet-22.4% 30d
Fortinet (computer peripheral equipment): hacks and breaches raise demand for security software. Linked by “cybersecurity” (cybersecurity) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| CIBR | +7.38% | +6.85% | base | after close | after close | after close | after close |
| CRWD | +4.57% | +6.52% | base | after close | after close | after close | after close |
| PANW | +6.71% | +7.77% | base | after close | after close | after close | after close |
| FTNT | +34.78% | +28.07% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
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While Everyone Sold Mag7 Names, I'm Moving Into Cybersecurity Stocks (SPX) Seeking Alpha
Source: Seeking Alpha
The price since 2 Nov 2026: First Tr Exchange-Traded Fd (CIBR) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| First Tr Exchange-Traded Fd (CIBR) | three days earlier | +6.85% | final price |
| First Tr Exchange-Traded Fd (CIBR) | five days earlier | +7.38% | final price |
| CrowdStrike Holdings (CRWD) | three days earlier | +6.52% | final price |
| CrowdStrike Holdings (CRWD) | five days earlier | +4.57% | final price |
| Fortinet (FTNT) | three days earlier | +28.07% | final price |
| Fortinet (FTNT) | five days earlier | +34.78% | final price |
| Palo Alto Networks (PANW) | three days earlier | +7.77% | final price |
| Palo Alto Networks (PANW) | five days earlier | +6.71% | final price |
Trades by members of Congress and officials in the stocks in this story
- Donald J Trump, an executive branch official, sold CrowdStrike Holdings (CRWD), worth $100,001 - $250,000 on 21 Aug 2026. That is 73 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought CrowdStrike Holdings (CRWD), worth $1,001 - $15,000 on 7 Aug 2026. That is 87 days before publication. Filed 10 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Palo Alto Networks (PANW), worth $15,001 - $50,000 on 28 Aug 2026. That is 66 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Palo Alto Networks (PANW), worth $500,001 - $1,000,000 on 21 Aug 2026. That is 73 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Fortinet (FTNT), worth $500,001 - $1,000,000 on 21 Aug 2026. That is 73 days before publication. Filed 8 Oct 2026. View the filing.
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 tied to this story
- CIBR First Tr Exchange-Traded Fd
In “While Everyone Sold Mag7 Names, I'm Moving Into Cybersecurity Stocks (SPX),” First Tr Exchange-Traded Fd (CIBR) is linked, with no stored direction, medium confidence. Reason on file: First Trust NASDAQ Cybersecurity ETF: it holds cybersecurity firms. Linked by “cybersecurity” (cybersecurity) in this story
- CRWD CrowdStrike Holdings
For “While Everyone Sold Mag7 Names, I'm Moving Into Cybersecurity Stocks (SPX),” CrowdStrike Holdings (CRWD) is linked, with no stored direction, medium confidence. Reason on file: CrowdStrike Holdings (prepackaged software): hacks and breaches raise demand for security software. Linked by “cybersecurity” (cybersecurity) in this story
- PANW Palo Alto Networks
Palo Alto Networks (PANW) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “While Everyone Sold Mag7 Names, I'm Moving Into Cybersecurity Stocks (SPX).” Reason on file: Palo Alto Networks (computer peripheral equipment): hacks and breaches raise demand for security software. Linked by “cybersecurity” (cybersecurity) in this story
- FTNT Fortinet
Fortinet (FTNT) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “While Everyone Sold Mag7 Names, I'm Moving Into Cybersecurity Stocks (SPX).” Reason on file: Fortinet (computer peripheral equipment): hacks and breaches raise demand for security software. Linked by “cybersecurity” (cybersecurity) in this story
First Tr Exchange-Traded Fd (CIBR)
“While Everyone Sold Mag7 Names, I'm Moving Into Cybersecurity Stocks (SPX)” (2 Nov 2026) reaches First Tr Exchange-Traded Fd (CIBR) through this story.
What ties First Tr Exchange-Traded Fd (CIBR) to the headline is this: First Trust NASDAQ Cybersecurity ETF: it holds cybersecurity firms. Linked by “cybersecurity” (cybersecurity) in this story
A second company, CrowdStrike Holdings (CRWD), is listed for a different reason: CrowdStrike Holdings (prepackaged software): hacks and breaches raise demand for security software. Linked by “cybersecurity” (cybersecurity) in this story
Dates and price levels for First Tr Exchange-Traded Fd (CIBR)
CIBR traded between 98.09 and 110.59 across 20 sessions. The latest close on file is 107.88. CRWD traded between 230.91 and 286.94 across 8 sessions. The latest close on file is 249.35. PANW traded between 334.84 and 432.23 across 20 sessions. The latest close on file is 365.85.
A simple score for First Tr Exchange-Traded Fd (CIBR)
33 out of 100
“While Everyone Sold Mag7 Names, I'm Moving Into Cybersecurity Stocks (SPX)” scores 33 out of 100. The score uses 1 sources, and 4 linked companies.