Skip to main content
NVDA+1.08%AAPL+1.90%GOOGL-2.49%MSFT-3.85%AMZN-0.96%TSM+1.85%AVGO+5.00%TSLA+1.48%META+1.18%MU+0.07%BRK-B+0.20%LLY-1.51%WMT-0.88%AMD+0.73%JPM+1.44%ORCL-1.40%ASMLa+0.23%XOM+0.61%V-1.77%0700.HK+0.85%INTC-1.41%JNJ-0.15%CSCO+4.72%ARM-0.08%MA-2.78%COST+0.62%CAT+4.53%LRCX+4.13%1398.HK+0.22%AMAT+4.66%AP2d+0.62%ABBV-0.27%CVX+1.29%BAC+1.82%NFLX-1.93%1816.HK-32.69%UNH-0.93%MS+2.40%0857.HK+0.09%KO-0.19%GE-1.35%HSBA.L+0.08%PG-0.40%0005.HK+0.21%9988.HK-0.05%GS+1.97%BABA+5.62%HD-0.25%IBM+0.56%3988.HK+0.09%GBPNZD+1.21%NZDUSD-1.07%AUDNZD+1.00%GBPCHF+0.90%USDCHF+0.82%NZDCAD-0.79%EURNZD+0.73%AUDCHF+0.72%NZDJPY-0.64%EURCHF+0.55%CADCHF+0.55%NZDMXN-0.53%GBPJPY+0.50%USDJPY+0.42%USDTHB+0.42%GBPTRY+0.41%GBPCAD+0.39%CHFJPY-0.39%EURZAR-0.38%AUDNOK+0.36%USDMXN-0.36%EURGBP-0.34%AUDSGD+0.32%GBPHKD+0.32%USDZAR-0.32%AUDJPY+0.32%EURCZK-0.29%GBPMXN-0.28%AUDDKK+0.28%EURUSD-0.28%USDCAD+0.27%NZDCHF-0.26%GBPZAR-0.25%USDTRY+0.23%AUDCAD+0.17%EURAUD-0.17%GBPSGD+0.16%USDILS+0.16%GBPAUD+0.15%PLNJPY+0.14%USDNOK+0.13%CADJPY+0.13%USDSEK+0.12%EURJPY+0.11%GBPUSD+0.11%EURNOK+0.10%AUDUSD-0.10%USDSGD+0.09%EURSEK+0.08%SGDJPY+0.08%NZDSGD-0.08%EURCNH-0.05%EURSGD+0.05%EURHKD-0.05%USDDKK+0.05%USDCOP-0.04%NOKJPY+0.04%USDPLN+0.03%CHFNOK+0.03%CHFSEK+0.02%CHFSGD-0.01%EURDKK+0.01%EURCAD-0.01%USDCNH0.00%EURPLN0.00%USDHKD0.00%HG1+1.60%XNGUSD-0.95%XAGUSD+0.75%GAGUSD+0.74%USOIL+0.66%S1-0.65%UKOIL+0.42%XPTUSD+0.37%C1-0.14%GAUUSD+0.13%XAUUSD+0.13%W10.00%BTCUSDT-10.87%BTCUSD-0.55%ETHUSD-0.63%USDTUSD-0.14%BNBUSDT+6.10%XRPUSD-0.26%SOLUSD-0.54%TRXUSDT+0.31%DOGEUSD-0.32%ZECUSDT+0.60%ADAUSDT-12.19%XLMUSD-0.35%XMRUSDT+0.23%LINKUSD-0.63%BCHUSDT-0.64%XLMUSDT+28.04%TONUSD-0.43%AVAXUSDT-9.61%HBARUSDT-0.66%LTCUSD-0.22%SUIUSDT-12.01%TONUSDT+44.62%SUIUSD-0.34%TAOUSDT-0.75%UNIUSDT-12.33%DOTUSDT-0.04%UNIUSD0.00%NEARUSDT+85.18%ICPUSDT-0.49%PEPEUSD+10569256.58%ETCUSDT-7.31%AAVEUSD-0.15%ONDOUSDT-1.61%WLDUSDT-0.68%ATOMUSDT+0.30%INJUSDT-2.34%JUPUSDT-0.24%FETUSDT-1.15%ARBUSDT-0.11%PENGUUSDT+100380.53%SEIUSDT-1.30%STXUSDT-0.14%TIAUSDT+0.05%IMXUSDT-0.44%GRTUSDT-0.17%IOTAUSDT-0.68%OPUSDT+0.71%PYTHUSDT-0.46%AXSUSDT+0.04%WIFUSDT+0.70%NVDA+1.08%AAPL+1.90%GOOGL-2.49%MSFT-3.85%AMZN-0.96%TSM+1.85%AVGO+5.00%TSLA+1.48%META+1.18%MU+0.07%BRK-B+0.20%LLY-1.51%WMT-0.88%AMD+0.73%JPM+1.44%ORCL-1.40%ASMLa+0.23%XOM+0.61%V-1.77%0700.HK+0.85%INTC-1.41%JNJ-0.15%CSCO+4.72%ARM-0.08%MA-2.78%COST+0.62%CAT+4.53%LRCX+4.13%1398.HK+0.22%AMAT+4.66%AP2d+0.62%ABBV-0.27%CVX+1.29%BAC+1.82%NFLX-1.93%1816.HK-32.69%UNH-0.93%MS+2.40%0857.HK+0.09%KO-0.19%GE-1.35%HSBA.L+0.08%PG-0.40%0005.HK+0.21%9988.HK-0.05%GS+1.97%BABA+5.62%HD-0.25%IBM+0.56%3988.HK+0.09%GBPNZD+1.21%NZDUSD-1.07%AUDNZD+1.00%GBPCHF+0.90%USDCHF+0.82%NZDCAD-0.79%EURNZD+0.73%AUDCHF+0.72%NZDJPY-0.64%EURCHF+0.55%CADCHF+0.55%NZDMXN-0.53%GBPJPY+0.50%USDJPY+0.42%USDTHB+0.42%GBPTRY+0.41%GBPCAD+0.39%CHFJPY-0.39%EURZAR-0.38%AUDNOK+0.36%USDMXN-0.36%EURGBP-0.34%AUDSGD+0.32%GBPHKD+0.32%USDZAR-0.32%AUDJPY+0.32%EURCZK-0.29%GBPMXN-0.28%AUDDKK+0.28%EURUSD-0.28%USDCAD+0.27%NZDCHF-0.26%GBPZAR-0.25%USDTRY+0.23%AUDCAD+0.17%EURAUD-0.17%GBPSGD+0.16%USDILS+0.16%GBPAUD+0.15%PLNJPY+0.14%USDNOK+0.13%CADJPY+0.13%USDSEK+0.12%EURJPY+0.11%GBPUSD+0.11%EURNOK+0.10%AUDUSD-0.10%USDSGD+0.09%EURSEK+0.08%SGDJPY+0.08%NZDSGD-0.08%EURCNH-0.05%EURSGD+0.05%EURHKD-0.05%USDDKK+0.05%USDCOP-0.04%NOKJPY+0.04%USDPLN+0.03%CHFNOK+0.03%CHFSEK+0.02%CHFSGD-0.01%EURDKK+0.01%EURCAD-0.01%USDCNH0.00%EURPLN0.00%USDHKD0.00%HG1+1.60%XNGUSD-0.95%XAGUSD+0.75%GAGUSD+0.74%USOIL+0.66%S1-0.65%UKOIL+0.42%XPTUSD+0.37%C1-0.14%GAUUSD+0.13%XAUUSD+0.13%W10.00%BTCUSDT-10.87%BTCUSD-0.55%ETHUSD-0.63%USDTUSD-0.14%BNBUSDT+6.10%XRPUSD-0.26%SOLUSD-0.54%TRXUSDT+0.31%DOGEUSD-0.32%ZECUSDT+0.60%ADAUSDT-12.19%XLMUSD-0.35%XMRUSDT+0.23%LINKUSD-0.63%BCHUSDT-0.64%XLMUSDT+28.04%TONUSD-0.43%AVAXUSDT-9.61%HBARUSDT-0.66%LTCUSD-0.22%SUIUSDT-12.01%TONUSDT+44.62%SUIUSD-0.34%TAOUSDT-0.75%UNIUSDT-12.33%DOTUSDT-0.04%UNIUSD0.00%NEARUSDT+85.18%ICPUSDT-0.49%PEPEUSD+10569256.58%ETCUSDT-7.31%AAVEUSD-0.15%ONDOUSDT-1.61%WLDUSDT-0.68%ATOMUSDT+0.30%INJUSDT-2.34%JUPUSDT-0.24%FETUSDT-1.15%ARBUSDT-0.11%PENGUUSDT+100380.53%SEIUSDT-1.30%STXUSDT-0.14%TIAUSDT+0.05%IMXUSDT-0.44%GRTUSDT-0.17%IOTAUSDT-0.68%OPUSDT+0.71%PYTHUSDT-0.46%AXSUSDT+0.04%WIFUSDT+0.70%

AI Rotation Lifts Software And Security

June 1, 2026 at 19:06 UTC

1 min read

Software and cybersecurity stocks are currently rotating higher while data center names trade firmly bid. The move is anchored by fresh AI-related developments around Nvidia Corp. (NVDA) and CoreWeave (CRWV), with Nvidia (NVDA) holding gains after what has been described as huge news tied to its AI data center exposure.

Nvidia’s (NVDA) strength is reinforcing the broader AI infrastructure narrative, directing flows toward data center operators and related ecosystems. CoreWeave (CRWV), with its AI-focused cloud and data centers, sits squarely in this workflow and adds another liquid focal point for investors extending the trade beyond semiconductors.

High-quality enterprise software and cybersecurity leaders such as ServiceNow (NOW), Zscaler (ZS), and CrowdStrike (CRWD) are participating in the rotation as investors seek scalable software beneficiaries of AI and cloud security spend. These names have historically featured prominently during risk-on phases centered on growth and AI infrastructure demand.

Photonics stock Applied Optoelectronics (AAOI) is bouncing strongly alongside the AI and data center strength, reflecting renewed interest in optical and networking suppliers that sit downstream from accelerated AI capex. Similar AI-led rotations in mid 2023 and earlier cybersecurity cycles saw leadership in names like Nvidia and CrowdStrike (CRWD) coincide with weeks to months of relative strength across software, security, data center, and optical segments before broader market conditions dictated the next phase.

References

  1. 1. https://www.fool.com/investing/2026/05/31/nvidia-recently-plowed-38-billion-into-these-2-art/
  2. 2. https://www.google.com/finance/beta/quote/CRWV:NASDAQ
Stay Ahead of the Market

Get premium market insights delivered directly to your inbox.

Assets in this article

NOW
ZS
AAOI

Trending now