🚨 BREAKING: Anthropic is shaking the entire cybersecurity sector.
Three announcements. Three sharp sell-offs. Same stocks hit every time.
Feb 22 – Claude Code Security launch
• CrowdStrike -8%
• Cloudflare -9%
• Okta -9%
• Zscaler -10%
Mar 27 – Claude Mythos leak
• CrowdStrike -7%
• Palo Alto -6%
• Zscaler -4.5%
Apr 7 – Project Glasswing announced
• Cloudflare -25%
• Zscaler -23%
• CrowdStrike -17%
• Palo Alto -15%
The market is repricing fast.
If AI can scan, detect, and fix vulnerabilities faster and cheaper than traditional security teams, the core value of companies like , , , and is being questioned.
This is not just volatility.
This is a full sector re-evaluation driven by AI disruption.
One company is forcing the market to rethink cybersecurity entirely.