[Chip Stocks Plunge While Cybersecurity Software Sector Surges Across the Board, CrowdStrike Soars Over 13% to Hit All-Time High] BlockBeats News: On September 15, after Anthropic CEO Dario Amodei warned about the risks of AI developing too quickly and recursive self-improvement potentially leading to loss of control, U.S. chip stocks came under broad pressure, while cybersecurity software stocks rallied collectively. According to BIT ((bit.com)) market data, CrowdStrike closed up 13.85%, reaching a record-high closing price. Palo Alto Networks rose 13.09%, and Fortinet gained 9.04%. Market analysts believe that as investments in AI computing power face scrutiny, capital is shifting toward security software. Regardless of the pace of AI development, companies still need to protect, govern, and monitor AI agents. Evercore ISI analyst Kirk Materne stated that demand for identity management, data governance, observability, and runtime security is expected to grow, with companies like Okta, SailPoint, Palo Alto Networks, and CrowdStrike likely to benefit first. Jefferies analyst Joseph Gallo, however, noted that AI agent security is still in its early stages, and substantial contributions to performance may not materialize until 2027 or later.