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What changedThe market reaction is spreading beyond the chip trade. MarketWatch reported that cybersecurity stocks led the S&P 500 on Monday amid escalating AI fears, with CrowdStrike up 14%, Palo Alto Networks 13% and Fortinet 9%. That adds a useful wrinkle to the AI-slowdown debate: investors were not simply selling technology, but rotating between parts of the sector. It is still a one-day market response, not proof that AI fears caused every move.
Sources and evidence- MarketWatch, as quoted in the supplied Morningstar source record: MarketWatch reported that cybersecurity stocks led the S&P 500 on Monday amid escalating AI fears.
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