Beyond Defense: Why Are Cyber ETFs the Hottest War Trade Right Now? [Globe and Mail, The (Toronto, Canada)]
Palo Alto Networks, Inc. (PANW)
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Source: Globe and Mail, The
offensive, Operation Epic Fury, and has rapidly evolved into a trans-regional war in recent weeks. Beyond kinetic strikes on military and nuclear infrastructure, a parallel and relentless battle rages in the digital domain. As physical supply chains are disrupted and communication networks are targeted, the conflict has underscored a modern reality — war is no longer fought with missiles alone. While defense contractors see a surge in orders for hardware, this "new era of warfare" is driving unprecedented demand for the software shield. Consequently, companies building the digital ramparts, and by extension, the cybersecurity exchange-traded funds (ETFs) that hold them, are positioned for significant strategic growth amid the heightened threat landscape. Before diving into the specifics of these ETFs, it is important to examine how this warfare could benefit cybersecurity firms and the ETFs that hold them, as digital resilience has become a mandatory pillar of national survival
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