律动BlockBeats
律动BlockBeats|Feb 24, 2026 06:43
Affected by Anthropic's launch of Claude code security feature, US cybersecurity stocks fell across the board According to BlockBeats, on February 24th, since Anthropic launched Claude Code Security last Friday, the stock prices of several top listed cybersecurity companies have fallen. Claude Code Security is an AI driven code vulnerability scanning tool that was released on February 20th in the form of a limited research preview. According to Anthropic's official website, its chatbot Claude is capable of "scanning the entire codebase for vulnerabilities, validating each discovery to minimize false positives, and providing review and approval of remediation recommendations. Claude's reasoning process in the code is like that of a skilled security researcher, able to understand context, track data flow, and 'capture vulnerabilities missed by pattern matching tools', and then propose fixes. This week, the stock prices of the top five information technology security companies in the United States, calculated by market value, have continued to decline significantly. Palo Alto Networks, the largest cybersecurity company in the United States, has a market value of $116 billion, and its stock price has fallen nearly 9% since the launch of this feature. CrowdStrike, which provides endpoint security, threat intelligence, and network attack response services, has suffered greater losses, with its stock price plummeting 18% and market value evaporating $20 billion since February 20th. Meanwhile, according to data from Google Finance, Fortinet's stock price, headquartered in California, fell 9% during the same period. Other leading cybersecurity companies, such as Cloudflare and Zscaler, have also seen their stock prices decline due to this new AI competitor.
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