Anthropic Launches Claude Code Security, Triggering Cybersecurity Stock Selloff

Summary

Anthropic launched Claude Code Security on February 20 in limited research preview for Enterprise and Team plans, delivering AI-driven code analysis that scans codebases for security vulnerabilities and suggests targeted patches for human review. The announcement immediately rattled cybersecurity markets: CrowdStrike fell 8%, Cloudflare dropped 8.1%, Zscaler declined 5.5%, SailPoint shed 9.4%, Okta fell 9.2%, and the Global X Cybersecurity ETF hit its lowest since November 2023. Bank of America