Here’s a good note as we wrap up the trading week that suggests AI’s impact is broadening into cybersecurity. Rubrik, a $17B data-protection and cybersecurity company, is up 24% today. They reported EPS of $0.10 vs. the Street’s -$0.17 and revenue of $350M vs. $319M expected. They also raised their 2026 revenue outlook by 4%.
$Rubrik(RBRK.US) is in our $Innovator Deepwater Frontier Tech ETF(LOUP.US) ETF, which focuses on frontier tech companies below $500B in market cap.Source: Gene Munster
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