October was the month investors gave this year's beaten-down software stocks a second chance. Four sessions later, they're taking it back and buying cybersecurity instead. For most of October, the trade was easy to spot: Sell chips, buy software. Through the Oct. 22 close, the median stock in a 45-stock Yahoo Finance software basket was up about 13% for the month, while the iShares Semiconductor ETF (SOXX) had lost about 16%. Then the trade flipped. Since that close, SOXX has jumped about 7%, and the First Trust Nasdaq Cybersecurity ETF (CIBR) has gained about as much, while 26 of the 45 software stocks fell through Tuesday. Yahoo Finance The reversal is biggest at the extremes.
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