• The stocks of major cybersecurity companies have fallen sharply after AI firm Anthropic unveiled a new security capability for its Claude LLM.Anthropic announced on Friday that its AI-powered coding assistant Claude Code is being enhanced with a new capability designed for finding vulnerabilities.The new capability is namedClaude Code Securityand it’s currently available in limited preview to Enterprise and Team customers. • It’s designed to scan code for vulnerabilities and suggest patches. • Developers can review the patch suggestions and decide whether they want to apply them.Similar tools have been available for some time.GitHubhas been offering AI-powered vulnerability remediation capabilities for years, and Google has also been makingsignificant progressin this area.While the new Claude capability is limited to finding vulnerabilities in code, the markets reacted to the announcement and the shares of major cybersecurity companies fell over fears that AI could replace their solutions.Broader software stocks have faced pressure in recent weeks amid AI disruption concerns, and cybersecurity firms are now experiencing similar volatility.Advertisement. • Scroll to continue reading.The stock of major companies such as CrowdStrike (NASDAQ: CRWD), Cloudflare (NYSE: NET), Okta (NASDAQ: OKTA), Zscaler (NASDAQ: ZS), Tenable (NASDAQ: TENB), Sailpoint (NASDAQ: SAIL), SentinelOne (NYSE: S), Fortinet (NASDAQ: FTNT), JFrog (NASDAQ: FROG), and Palo Alto Networks (NASDAQ: PANW) plunged in response to Anthropic’s announcement, in some cases more than 10%, erasing billions in market capitalization.By Tuesday, some companies saw partial recoveries, while others remained lower as of Tuesday’s close.Cybersecurity industry respondsThe cybersecurity industry is downplaying fears that AI could replace existing solutions or entire categories of tools, arguing that AI is an ally rather than a threat.Just days before the Claude announcement and the stock dive, Palo Alto Networks CEO Nikesh Aror

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  • The stocks of major cybersecurity companies have fallen sharply after AI firm Anthropic unveiled a new security capability for its Claude LLM. Anthropic announced on Friday that its AI-powered coding assistant Claude Code is being enhanced with a new capability designed for finding vulnerabilities. The new capability is named Claude Code Security and it’s currently available in limited preview to Enterprise and Team customers. It’s designed to scan code for vulnerabilities and suggest patches. Developers can review the patch suggestions and decide whether they want to apply them. Similar tools

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