Why does Link consider cybersecurity bigger than AI?

Because demand for cybersecurity solutions is growing independently of AI due to rising digital threats.

Which stocks are affected by Link's comments?

Broadcom (AVGO), Marvell Technology (MRVL), and Palo Alto Networks (PANW) are among those affected.

Did Link issue a formal price target?

No, she did not issue a formal price target but urged investors to consider the sector as an opportunity.

Strategist: Cybersecurity a Buying Opportunity After Tech Sell-Off

Hightower Chief Investment Strategist Stephanie Link views Friday's tech sell-off as a buying opportunity for cybersecurity stocks, arguing the sector is 'bigger than AI'.

June 9, 2026

2 min read

Source: 24/7 Wall St.

Stephanie Link, Chief Investment Strategist at Hightower, sees Friday's tech sell-off as a buying opportunity for cybersecurity stocks, calling the sector "bigger than AI."

Recommendation Change

Link did not issue a formal price target or rating change but urged investors to consider cybersecurity as a prime opportunity after the decline.

Analyst's Rationale

Speaking on CNBC on June 8, Link argued that instead of treating cybersecurity as a sidecar to artificial intelligence, investors should view it as a standalone sector with massive growth potential. She highlighted increasing demand for cybersecurity solutions amid rising digital threats.

Context

The comments came after a sharp decline in tech stocks on Friday, including Broadcom (AVGO), Marvell Technology (MRVL), and Palo Alto Networks (PANW). No other analysts have made similar comments yet.

What to Make of This

Analyst opinions are for informational purposes only. Investors should conduct their own research before making any investment decisions.

Frequently Asked Questions

She sees cybersecurity as a major buying opportunity after Friday's tech sell-off.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.