Evercore's Peter Levine talks 2026 cybersecurity playbook
Youtube·2025-12-30 07:00
Take a look at the cyber security group. One of the earliest litmus tests for investors navigating the impact of AI. The CIBR ETF underperforming broader tech this year, especially over the last three months.But under the surface, it has a tale of halves and have nots. Cloudflare and Crowdstrike, for example, posting strong years while Sentinel 1 and Forinet struggling. Let's talk more about what 2026 could bring for cyber stocks.Joining us now is Peter Lavine, Evercore Enterprise software analyst. Peter, w ...