AI growth shifts from chips to cloud, cybersecurity, and software ETFs in 2026 market rally

The AI-driven stock rally in 2026, initially led by semiconductor companies, is expanding to cloud infrastructure, cybersecurity, and software sectors. ETFs like First Trust Cloud Computing (SKYY), First Trust Nasdaq Cybersecurity (CIBR), and iShares Tech-Software (IGV) offer diversified exposure to these growing areas as businesses increasingly adopt AI in operations. With cybersecurity ETF CIBR showing strong year-to-date gains, these funds are well positioned to benefit from broadening AI spending beyond chips in the second half of 2026.