{"id":"f-e550251d2f-7d855a99-4e2b-5b94-b712-087246037c23","title":"What's Anthropic’s Claude Code Security that has shaken cybersecurity stocks","description":"Anthropic says that Claude Code Security is an AI-driven system that scans entire codebases to identify vulnerabilities, prioritises serious risks, and recommends patches for human review. However, analysts say that the sell-off appears to reflect broader investor anxiety over AI’s growing influence in the software sector.","timestamp":1772018990,"category":"technology","headline":"What's Anthropic’s Claude Code Security that has shaken cybersecurity stocks","modifiedHeadline":"AI Tool Shakes Cybersecurity Stocks","subCategories":["scid_b7e786a9"],"subcategoriesName":["Artificial Intelligence"],"region":"IN","bundleMetaData":{"bundleId":"c35cfc57-1bba-4539-a24c-695ea99ac023","bundleTitle":"Mastering AI","cardData":null},"iabCategoryId":"597","fcSummary":"anthropic's claude code security, an ai-powered tool for code vulnerability detection, triggered a sell-off in cybersecurity stocks. the tool analyzes codebases, identifies weaknesses, and suggests patches for review, surpassing traditional methods. investors are concerned about ai's disruptive potential within the software industry, despite analysts noting it doesn't cover all cybersecurity areas.","summary":"Anthropic's AI tool, Claude Code Security, triggered a sell-off in cybersecurity stocks, raising AI disruption fears.","ctaUrl":"https://trends.glance.com/newz/Science_and_Technology/IN/en/cnbc-tv18/f-e550251d2f-7d855a99-4e2b-5b94-b712-087246037c23","sourceUrl":"https://www.cnbctv18.com/technology/what-is-anthropic-claude-code-security-that-has-shaken-cybersecurity-stocks-crowdstrike-datadog-zscaler-ws-el-19856348.htm","bannerImage":"https://g-mob.glance-cdn.com/public/fc/image/Fa4cwXxSxTv0.webp","content":"Artificial intelligence firm Anthropic has unveiled a new cybersecurity capability tool, Claude Code Security, triggering a sharp sell-off in global cybersecurity stocks and reviving debate over how AI could reshape the software industry.\n\n
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\n According to Anthropic’s official announcement the tool is built into Claude Code on the web and is currently available as a limited research preview for Enterprise and Team customers. Maintainers of open-source repositories can apply for expedited access.\n
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\n The launch on February 20, 2026, though early-stage and without disclosed revenue impact, unsettled investors across the cybersecurity sector.\n
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What is Claude Code Security?\n
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\n Anthropic says that Claude Code Security is an AI-driven system that scans entire codebases to identify vulnerabilities, prioritises serious risks, and recommends patches for human review.\n\n
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\n Unlike conventional static analysis tools that rely on rule-based detection of known flaws — such as exposed credentials or outdated encryption — Claude is designed to analyse software more holistically.\n
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What does Claude Code Security do?\n
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\n Claude Code Security traces how data flows across systems, evaluates how components interact, and flags complex, context-dependent weaknesses that automated scanners often miss.\n
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Read more: What is Anthropic’s new AI tool and why it has triggered a ‘SaaSpocalypse’\n
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\n Anthropic said the system conducts a multi-stage verification process, effectively challenging its own findings before presenting them.\n\n
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\n Each vulnerability is assigned both a severity rating and a confidence score. Importantly, no fixes are applied automatically; developers must approve all suggested patches, the company said.\n
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\n It added that its latest model, Claude Opus 4.6, has already detected more than 500 previously undiscovered vulnerabilities in production open-source codebases, some of which had remained undetected for years despite expert scrutiny.\n
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Which stocks fell — and by how much?\n
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\n The market reaction after the introduction of Claude Code Security was swift.\n\n
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\n Shares of CrowdStrike, Datadog, Zscaler declined by 11%, Fortinet, Okta dropped 6%, SentinelOne 5%, and Palo Alto Networks dropped 3% on Monday, February 23, as per news agency Reuters.\n
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\n The Global X Cybersecurity ETF (BUG) also hit its lowest level since November 2023, as per a report by The Times of India (TOI).\n
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Why did investors react so sharply?\n
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\n The sell-off appears to reflect broader investor anxiety over AI’s growing influence in the software sector.\n
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Read more: After destroying billions in value on Wall Street, Anthropic lets staff sell shares at $350 billion valuation\n
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\n A research-preview product appears to have reignited concerns about how quickly AI tools could disrupt established cybersecurity players.\n\n
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Panic or real threat? What the experts say\n
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\n Analysts noted that Claude Code Security focuses on code auditing and vulnerability detection, not real-time intrusion prevention or identity management — areas central to many of the affected firms’ business models.\n
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\n Shrenik Kothari, director and security analyst at Robert W Baird, described the move as \"really the continuation of a panic-driven, narrative-led selloff,\" as per Reuters.\n
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\n Dennis Dick, head trader at Triple D Trading, told Bloomberg that it's rational to be cautious, because \"people were saying a while ago that the software drop was overdone, and yet it keeps going down\".\n\n
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\n \"This kind of market is scary for investors, because things are just moving relentlessly to the downside as soon as you get a hint of disruption,\" he added.\n
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\n Jefferies analyst Joseph Gallo said that cybersecurity could ultimately benefit from AI adoption but warned that \"headline headwinds are likely to intensify\" before that becomes evident, as per TOI.\n
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Read more: Stock Crash: 'Big Blue' becomes the latest Anthropic casualty with worst single-day fall in 25 years","readDurationInMinutes":"7","author":{"name":"CNBC TV18","logo":"https://glance-mob.glance-cdn.com/public/bubble/jpeg/ecc3d19b-fc52-4a39-881c-5b0936ae723b.jpeg"},"ism":false,"analyticsResponses":[{"measurementId":"383191425","type":"COMSCORE"}],"pointerSummary":["Anthropic launched Claude Code Security on Feb 20, an AI tool scanning codebases for vulnerabilities.","The tool detected over 500 previously unknown flaws in open-source code, triggering a cybersecurity stock sell-off.","Investors are concerned about AI disrupting the software sector; analysts see potential long-term benefits."],"tags":["Anthropic","ClaudeCodeSecurity","CybersecurityStocks","AISecurity","SoftwareIndustry","VulnerabilityDetection","CodeAuditing","MarketSellOff","InvestorAnxiety","AIImpact","CrowdStrike","Datadog","Zscaler","Fortinet","Okta","SentinelOne","PaloAltoNetworks","GlobalXCybsersecurityETF","BUG","SaaSpocalypse","AIInnovation","TechDisruption"],"redirectionEnabled":false,"consent":true}

What's Anthropic’s Claude Code Security that has shaken cybersecurity stocks

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