Cybersecurity stocks slide after report on Anthropic's new advanced AI model
Shares of cybersecurity companies fall after Fortune reports that AI startup Anthropic is developing a new model called "Claude Mythos"
Shares of CrowdStrike CRWD.O slump 7.4% to $363.48; Palo Alto Networks PANW.O tumbles 8.1% to $143.51
Fortinet FTNT.O drops 5.4% to $76.68; Zscaler ZS.O falls 8.7% to $129.18
Okta OKTA.O stumbles 7.3% to $73.50; SentinelOne S.N declines 8.5% to $12.27
SailPoint SAIL.O down 4.8% at $11.69; Rapid7 RPD.O falls 6.7% to $5.32
Bernstein says Anthropic Mythos is not a sector headwind; AI adoption is expanding attack landscape and creating new markets around securing AI agents and autonomous systems
Piper Sandler says it finds security selloff "puzzling" as Anthropic's collaborative approach with security vendors signals partnership, not competition, despite the model's offensive potential
