tech
February 23, 2026
Cybersecurity stocks drop for a second day as new Anthropic tool fuels AI disruption fears
Cybersecurity stocks are the latest to see sell-off pressure as AI threatens to upend software companies.
TL;DR
- Cybersecurity stocks dropped for a second day due to concerns over new AI security tools.
- Anthropic launched a new security tool to scan software code for vulnerabilities, impacting companies like CrowdStrike and Zscaler.
- Several cybersecurity stocks, including CrowdStrike, Zscaler, Netskope, and Tenable, saw significant percentage drops.
- The iShares Cybersecurity & Tech ETF and the Global X Cyberseurity ETF also experienced declines.
- Company leaders like CrowdStrike's CEO George Kurtz defended their platforms against AI disruption, while Palo Alto's CEO expressed confusion over market fears.
- New AI tools have previously rattled the software sector, affecting companies like Salesforce, ServiceNow, and Microsoft.
- Some analysts believe AI tools like Anthropic's mainly threaten specific code scanning platforms, not end-to-end security solutions.
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