2026-02-22
Anthropic published a blog post one hour ago. Cybersecurity stocks have lost $10B since. CrowdStrike -6.5%. Cloudflare -6%. Okta -5.7%. One blog post. One hour. $10B gone.
Bloomberg
Anthropic launches Claude Code Security, which “scans codebases for security vulnerabilities and suggests targeted software patches”; cybersecurity stocks fall
2026-02-21
Anthropic published a blog post one hour ago. Cybersecurity stocks have lost $10B since. CrowdStrike -6.5%. Cloudflare -6%. Okta -5.7%. One blog post. One hour. $10B gone.
Bloomberg
Anthropic launches Claude Code Security, which “scans codebases for security vulnerabilities and suggests targeted software patches”; cybersecurity stocks fall
Shares of cybersecurity software companies tumbled Friday after Anthropic PBC introduced a new security feature into its Claude AI model.
2026-02-04
Nasdaq dropped 2.3% today because Anthropic added enterprise plugins to Claude. The market finally sees it. SaaS is dead.
Wall Street Journal
Software and data stocks plunge over fears that new AI developments will supplant software; ADBE fell 7.31%, CRM 6.85%, and Thomson Reuters 15.83% on Tuesday
From Legalzoom.com and Expedia to Ares and Apollo, shares of companies that sell or invest in software fell sharply on Tuesday