Software stock dogs have joined market rally. There's a classic investing lesson in the rebound
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- Microsoft shares surged 13% last week after a ~20% YTD decline.
- Global X Cybersecurity ETF (BUG) rose 12% in the past week, offsetting its 12% YTD drop.
- Palo Alto Networks jumped 7% after Piper Sandler reiterated an overweight rating.
- First Trust NASDAQ Cybersecurity ETF (CIBR) gained 9% last week, narrowing its 6% YTD loss.
Why it matters: Investors buying the rebounding cybersecurity ETFs now capture ~10% weekly upside, while software firms regain valuation, boosting fund managers' performance and encouraging capital flow into AI‑adjacent security solutions.
