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Cybersecurity Stocks Gain as AI Demand Accelerates Digital Defense Spending

CrowdStrike jumped 4% to another all-time high Wednesday as investor concerns about artificial intelligence disrupting the cybersecurity sector proved unfounded. The security software provider benefits from increased corporate spending on digital threat protection, with AI creating rather than eliminating demand for defense solutions. Jim Cramer views cybersecurity vendors as infrastructure plays rather than traditional enterprise software firms. The broader tech sector rallied as declining bond yields and elevated oil prices prompted investors to rotate back into AI hardware and semiconductor names following a brief software-focused buying period. Semiconductor giant Nvidia rose 2% ahead of earnings, though shares remain about 5% below last week's record high. Analysts project fiscal 2027 first quarter revenue of roughly $79 billion for Nvidia with earnings per share of $1.