Cybersecurity Stocks Rally Amid AI News At RSA Conference

Cybersecurity stocks rallied on Monday amid artificial intelligence-related announcements at the RSA conference and broad market relief over President Donald Trump’s social media commentary on productive peace talks with Iran.

Among companies making AI news announcements on Monday were CrowdStrike Holdings (CRWD), Palo Alto Networks (PANW), Rubrik (RBRK), Cisco Systems (CSCO) and Qualys (QLYS). Most of the RSA announcements involved “agentic” AI technology.

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Generative AI co-pilots, which are basically conversational chatbot interfaces, aim to improve worker productivity but rely on human prompts. AI agents execute multistep tasks on behalf of users by solving problems and taking action. Both hackers and computer security firms are putting new AI tools to use.

CrowdStrike announced a next-generation security operations center that integrates with Microsoft’s (MSFT) Defender platform. Also, CrowdStrike outlined an AI agentic strategy built around “endpoint” security. Endpoint security tools detect malware on laptops, mobile phones and other devices that access corporate networks.

In addition, Cisco announced new operations center security features designed for agentic AI ecosystems. Cisco aims to be big player in agentic-based security, its president and chief product officer Jeetu Patel said in a recent IBD interview.

“AI is reshaping cybersecurity as both the primary threat vector and the most significant demand catalyst the industry has seen in years,” said Wedbush analyst Daniel Ives in a report previewing the RSA conference.

Cybersecurity Stocks Underperform

Meanwhile, cybersecurity stocks have underperformed in 2026 amid worries over software competition from AI models. The IBD computer security group ranks only No. 186 out of 197 groups tracked.

The annual RSA conference focuses on technology and industry trends, including the threat landscape, company vulnerabilities and emerging technologies.

In cybersecurity, companies expect generative AI tools to help reduce the time it takes to detect and respond to many forms of computer hacking. Also, they see gen AI automating more functions in security operations centers to help companies deal with a shortage of software engineers.

On the stock market today, CrowdStrike stock gained over 1% to near 414. CrowdStrike stock has retreated about 12% in 2026.

Among other cybersecurity stocks, Palo Alto stock has pulled back 10% this year,** Zscaler** (ZS) has dropped 32% while Fortinet (FTNT) stock is down 4%.

Amid the U.S./Israel-Iran war, Wall Street analysts expect corporate spending on cybersecurity to remain a priority over most other software products and services.

Artificial Intelligence Stocks And Analysis

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Follow Reinhardt Krause on X, formerly Twitter, @reinhardtk_tech for updates on artificial intelligence, cybersecurity and cloud computing.

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