
Markets are rattled as oil surged past $100 a barrel this month. And yet, some of the smartest money on Wall Street is pointing investors toward one corner of the technology sector that tends to thrive when the world gets more dangerous: cybersecurity.
Wedbush Securities, among the more bullish tech-focused research houses, emphasized that the ongoing selloff in the software sector is overblown. The investment firm sees the turbulence as a buying opportunity, and one stock at the top of its shopping list is Rubrik (RBRK).