Anthropic launches AI safety tool Claude Code Security, multiple cybersecurity stocks plummet in response

AI giant Anthropic recently launched a new tool, Claude Code Security, officially entering the cybersecurity core field. It claims to autonomously scan code, identify high-risk vulnerabilities, and suggest patches, prompting a market reevaluation of traditional cybersecurity business models. Following the announcement, multiple cybersecurity concept stocks plummeted, indicating investor concerns that AI could reshape industry competition dynamics.

From Assistance to Proactivity: Claude Code Security Challenges Traditional Vulnerability Detection Models

Anthropic’s Claude Code Security is the company’s first product designed specifically for enterprise cybersecurity teams. Unlike traditional monitoring tools that only compare known vulnerability patterns, this system performs logic-level analysis across entire codebases, understanding interactions between modules and data flows, simulating the inspection methods of human security researchers. Currently, it is available only as a research preview for enterprise and team clients.

According to the company, the Claude Opus 4.6 model integrated into the system identified over 500 vulnerabilities during internal stress testing on open-source production code, including some serious issues that had gone unnoticed for decades.

The team emphasized in a blog post that each vulnerability discovery undergoes multiple verification stages to reduce false positives, and the system does not automatically patch code; final review and approval are still required by developers:

“We believe that in the near future, a large portion of code worldwide will be scanned by AI.”

Cybersecurity Stocks Drop Collectively: Will AI-Driven Tools Disrupt Existing Business Models?

After the news broke, capital markets reacted swiftly. Shares of several cybersecurity and cloud security companies declined significantly, including:

CrowdStrike (CRWD) down 7.95%

Okta (OKTA) down 9.18%

Cloudflare (NET) down 8.05%

SailPoint (SAIL) down 9.44%

Zscaler (ZS) down 5.47%

Bloomberg pointed out that the market’s concern lies in the possibility that if AI can proactively discover and suggest vulnerability patches, enterprises’ reliance on traditional “post-incident monitoring” and “threat detection” solutions may decrease. Some investors believe that the cybersecurity industry needs to shift from reactive defense to more automated and forward-looking vulnerability management models, which could pressure existing subscription-based revenue structures.

Industry Voices: Is AI a Threat or a Tool?

However, cybersecurity expert Yu Ceng, founder of SlowMist, remains cautious about the actual impact of this tool. He noted that AI has long been used in white-box and black-box testing with practical effectiveness, but issues like false positives and missed detections still exist. Ultimately, professional judgment remains necessary, though AI can indeed improve debugging efficiency:

“Not only in cybersecurity, almost all industries will face AI’s impact—it’s just a matter of time. If you can’t beat it, join it; if you join, you can control it. Improving your own capabilities ensures your business model persists.”

Over the past month, stocks ranging from SaaS and financial data to cybersecurity have all suffered heavy losses. Investor concerns about generative AI coding tools from OpenAI and Anthropic, as well as automated AI assistants, are increasing, potentially affecting the growth and profit margins of traditional software products.

(Anthropic’s new Claude Cowork triggers selling pressure, with software and financial services stocks losing $285 billion in market value in a single day)

AI Reshapes Enterprise Software Landscape, Cybersecurity Industry Enters a Critical Turning Point

This event demonstrates that generative AI is evolving from an auxiliary function into a core capability of enterprise software. As AI models gain higher autonomy and agency, their role is no longer limited to providing suggestions but extends to proactive analysis and solution proposals. For the cybersecurity industry, this represents both an opportunity brought by technological evolution and a potential reshaping of competitive dynamics.

This article about Anthropic launching AI security tool Claude Code Security and the subsequent plunge of multiple cybersecurity stocks first appeared on ABMedia.