Ryszard Donimirski

May 22, 2026, 10:09 AM EDT. Cybersecurity stocks are leading the tech sector rally in May, with the First Trust Nasdaq Cybersecurity ETF (CIBR) surging over 20%, surpassing the iShares Semiconductor ETF (SOXX) and iShares Expanded Tech-Software Sector ETF (IGV). CIBR set six consecutive intraday records, reflecting strong investor interest despite recent market volatility. While semiconductors remain a critical component of the bull market, up nearly 75% this year, cybersecurity shows renewed leadership, blending software, cloud, AI infrastructure, and enterprise spending. Key players like CrowdStrike, Palo Alto Networks, Datadog, Fortinet, and Cisco have significantly added to their market caps. Sustaining above the $78 breakout point is crucial for continued cyber sector strength; falling below may signal a tech rally pause.