Anthropic leak and a cybersecurity sell-off
Anthropic leak and a cybersecurity sell-off
Publish Date: 2026-03-27 13:37:00
Source Domain: www.xtb.com
Market leaders in cybersecurity solutions, CrowdStrike, Zscaler, and Palo Alto, are posting several-percent losses in today’s session, with declines averaging around 6%.
This move is the aftermath of a leak concerning new products from Anthropic, the second-largest company in the AI sector by valuation and scale of operations.
Claude Code Security is a new addition to its developer toolset, intended to help engineers design safer systems and applications. This is something that, according to many industry representatives, has so far been a weak point of AI tools, including Claude Code. Many market participants believe that greater involvement of artificial intelligence in securing systems, networks, and software will reduce the market share of cybersecurity companies.
At the same time, a question arises: how effective will these companies’ efforts to protect users from cybercrime be if AI adapts to searching for vulnerabilities and gaps in security systems? Are the market’s concerns about these companies’ condition justified?
A different view is presented, among others, by analysts at the World Economic Forum. In their 2026 report, they argue quite clearly that AI increases, rather than decreases, corporate demand for cybersecurity services. The nature of threats is fundamentally changing: the focus is shifting toward agent-based solutions, identity verification, and automation. However, companies such as Palo Alto and Zscaler are pioneers in these areas, so there is no clear reason to price in worse outcomes for them.
There is also a second dimension to the ongoing sell-off, driven more by conjecture and speculation than by a sober assessment of the impact on business models. This dimension involves leaks about “Claude Mythos”, a new tool from Anthropic whose capabilities are unknown but are said to be “unprecedented.”
At this point, it is worth pausing to reflect on what is happening. Cybersecurity companies are being…
