Cybersecurity stocks are facing a severe selloff for the second consecutive day, driven by fears that a new AI tool from Anthropic could disrupt the $200 billion security software market. Investors are increasingly concerned that AI agents might automate traditional security workflows, challenging companies like CrowdStrike that have built their business on expensive enterprise platforms. The selloff reflects broader anxieties across various sectors, including customer service and coding software, as AI continues to advance. With high margins and repetitive tasks common in cybersecurity, analysts predict that these areas are particularly vulnerable to automation. Anthropic’s tool, which could enhance automated threat detection and response, has sent tremors through the industry and prompted traders to reassess the viability of established security solutions. As AI showcases its ability to conduct complex tasks typically handled by human analysts, traditional cybersecurity providers could see their market share threatened.
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