AI Revolution in Cybersecurity
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Dan Ives Says Anthropic's Claude Security Move Is Bullish Signal For These Stocks - Palo Alto Networks (NASDAQ:PANW)
Benzinga· 2026-02-23 17:29
Wedbush Securities analyst Dan Ives is turning a market scare into a buying argument, saying Anthropic‘s move into cybersecurity with its Claude Code Security tool ultimately validates the investment case for established security vendors rather than threatening it.Ives Sees Validation, Not DisruptionWriting on X on Monday, Ives stated, “Anthropic with Claude Security going after the cyber security market with a code tool validates our thesis that cyber security is the next frontier for the AI Revolution. Ba ...