Cybersecurity Stocks Are Cratering On AI Threat: Is This A Buy Opportunity? - CrowdStrike Holdings (NASDAQ:CRWD), Okta (NASDAQ:OKTA), Palo Alto Networks (NASDAQ:PANW), Zscaler (NASDAQ:ZS)

Cybersecurity stocks are getting hammered — and the trigger wasn't a breach. It was a product launch.On February 20 at 1:00 PM ET, Anthropic announced "Claude Code Security," an automated AI tool designed to scan codebases for vulnerabilities. Within minutes, cybersecurity names began selling off.Since the announcement:The broader sector, tracked by the First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR) , has slid to late-April 2025 lows and is now down for seven consecutive weeks — the longest losing strea ...