Geopolitical tensions are reshaping the tech landscape. Cybersecurity stocks are taking hits as U.S.-China tech friction intensifies and spreads into new segments of the industry. This friction goes beyond chip manufacturing—it's now affecting defensive tech companies and security infrastructure providers. For investors tracking the broader market, this serves as a reminder that macro tensions don't just impact traditional sectors; they ripple through innovation-driven spaces. The interconnection between geopolitics, tech supply chains, and market volatility remains a key factor worth monitoring for portfolio positioning.