Anthropic's Claude Code Security Shakes Cybersecurity Stocks, Sparks AI Disruption Debate

• Anthropic unveils Claude Code Security, an AI tool for vulnerability detection, causing a sharp sell-off in cybersecurity stocks.
• The tool scans codebases, identifies vulnerabilities, prioritizes risks, and recommends patches, unlike conventional rule-based analysis.
• Claude Code Security, powered by Claude Opus 4.6, has found over 500 previously undetected vulnerabilities in open-source code.
• Major cybersecurity firms like CrowdStrike, Datadog, Zscaler, Fortinet, Okta, SentinelOne, and Palo Alto Networks saw significant stock declines.
• The market reaction reflects investor anxiety over AI's potential to disrupt the software sector, despite experts noting its focus on code auditing, not real-time intrusion prevention.