Panic on cyber stocks feels overdone, says Big Technology's Alex Kantrowitz

March 27, 2026 - 23:00

Recent turbulence in the cybersecurity sector, driven by investor anxieties over the potential for artificial intelligence to disrupt traditional business models, appears overblown according to industry analyst Alex Kantrowitz. The founder of Big Technology noted that while AI introduces new dynamics, the fundamental demand for robust digital defense is not diminishing but evolving.

Kantrowitz pointed out that the current market panic seems to overlook the critical role cybersecurity firms will play in the AI era itself. As companies increasingly adopt generative AI and other advanced technologies, they will face novel and complex threats, creating a new wave of necessity for security solutions. The need to protect AI systems and manage associated risks is likely to generate significant growth opportunities for established and emerging players in the security space.

The discussion also touched on the competitive landscape within AI, highlighting the ongoing rivalry between leading entities like Anthropic and OpenAI. This competition, Kantrowitz suggested, is accelerating innovation but also underscores the broader technological shift that will require vigilant security oversight. The analyst's perspective offers a counter-narrative to the sell-off, emphasizing long-term industry resilience and adaptation rather than obsolescence.