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The SaaS Apocalypse: Why Cybersecurity Investing Changed in 2026
The cybersecurity landscape has shifted dramatically since our 2024 manual, especially following the SaaS Apocalypse. While pure-play leaders like CrowdStrike, Fortinet, Cloudflare, and our newest addition, Rubrik, remain central to the Chip Stock Investor core basket, the industry is moving away from siloed products toward unified AI-driven platforms.<br>Despite recent market volatility, cybersecurity remains a powerful secular trend with global spending expected to hit $250 billion this year as organizations rush to secure new AI infrastructure and manage the risks of automated…
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