格隆汇2月24日｜美银指出，市场对AI颠覆网安行业的担忧，似乎有些过头了。上周五，Anthropic为其 Claude AI模型推出了一项新的安全功能Claude Code Security，投资者担忧AI可能通过自动化取代网安行 业中相当一部分业务，该板块遭遇广泛抛售。周一，网络安全概念股延续跌势，CrowdStrike、Zscaler 跌幅约10%，Netskope重挫超12%，Global X网络安全ETF跌至2023年11月以来的最低水平。 美银近日发布的研报指出，市场对"AI替代网络安全"的恐慌被高估。AI工具目前无法替代完整的网络安 全平台，其角色是增强者而非颠覆者。研究指出，AI确实能提升代码扫描等特定场景的工作效率，但 在可见性、控制力及可靠性三大关键维度上，目前的AI能力尚无法替代完整的网络安全平台。 上个马年沪指涨近60%！新年新福利来了，炒股排面要拉满，新号启幸运>> ...

The Dow Jones Industrial Average dropped nearly 822 points (nearly 1.7%) on Monday, thanks in part to the almost 13% decline in IBM shares. The S&P 500 fell by approximately 1%, falling below the zero mark for 2023 as the Nasdaq Composite Index dropped by 1.1%.The software industry was responsible for the largest losses on these indexes, with Microsoft and CrowdStrike reporting amongst the largest declines. Cybersecurity companies and banks experienced substantial reductions in their valuations due to conti ...

We recently published 10 Stocks Jim Cramer Talked About.  CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks Jim Cramer talked about. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a cybersecurity company whose shares are down by 11% over the past year and by 23% year-to-date. The shares have lost more than 17% over the past couple of days following Anthropic’s announcement of a new cybersecurity tool for its Anthropic AI platform. This tool, according to the firm, will be able to scan software fo ...

NetScout Systems Inc. (NASDAQ:NTCT) is one of the best stocks for beginners with little money in 2026. On February 5, NetScout Systems delivered FQ3 2026 financial results that exceeded expectations, reporting revenue of $250.7 million, which, despite declining modestly by 0.53% year-over-year, surpassed Street estimates by $16.99 million. The quarter was marked by a 6.4% year-over-year increase in diluted EPS to $1.00. While product revenue experienced a slight dip due to the timing of customer orders, ...

U.S. stock futures are showing signs of stabilization on Tuesday morning, February 24th, 2026, as investors attempt to recover from a bruising session that saw major indexes tumble. Premarket activity indicates a modest rebound, with futures for the S&P 500 (SPY) rising 0.34% and Nasdaq 100 (QQQ) futures gaining 0.49%. The Dow Jones Industrial Average (DIA) futures are also up approximately 127 points, or 0.2%, as market participants engage in bargain hunting following Monday’s sharp sell-off.The previous s ...

CrowdStrike, Zscaler Dived. Why a New AI Tool Crushed Cybersecurity Stocks. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# CrowdStrike Dived. Why a New AI Tool Crushed Cybersecurity Stocks.By [Nate Wolf]ShareResize---ReprintsIn this articl ...

World shares were mixed Tuesday after U.S. stocks slumped on heavy selling of shares in companies that could be losers in the artificial-intelligence boom.A report by Citrini Research, a New York-based financial services company, that outlined a future scenario in which AI's dominance caused the “human-centric consumer economy,” to wither away with dire consequences for employment, was the latest hit to confidence for companies that might be displaced by fast expanding use of the technology.“Policy response ...

Core Viewpoint - The market's fear regarding AI disrupting the cybersecurity industry is considered overblown, as AI tools currently serve as enhancers rather than replacements for comprehensive cybersecurity platforms [3][6]. Group 1: Market Reaction - Following the launch of Claude Code Security by Anthropic, there was significant sell-off in cybersecurity stocks, with CrowdStrike and Zscaler dropping approximately 10%, Netskope plummeting over 12%, and the Global X cybersecurity ETF reaching its lowest level since November 2023 [1][2]. Group 2: AI's Role in Cybersecurity - AI tools are currently unable to replace complete cybersecurity platforms; instead, they enhance specific tasks such as code scanning [3][4]. - The report emphasizes that while AI can improve efficiency in certain areas, it lacks the capabilities needed for visibility, control, and reliability that comprehensive platforms provide [3][5]. Group 3: Competitive Landscape - Comprehensive platform vendors like CrowdStrike and Palo Alto Networks maintain a strong competitive edge due to their integrated data foundations and detection-response capabilities [3][6]. - Independent vendors focusing on application security, such as Checkmarx and Snyk, may face increased competitive pressure and need to demonstrate their unique value in the AI era [3][4]. Group 4: Limitations of AI Tools - AI tools like Claude are limited to pre-production code analysis and cannot perform essential functions such as real-time monitoring and execution control, which are critical for cybersecurity [5][8]. - The report highlights the fundamental differences between developer tools and runtime security environments, indicating that AI's current limitations prevent it from challenging the core functions of cybersecurity platforms [5][8]. Group 5: Future Outlook - The transformation of the cybersecurity landscape by AI is expected to follow a path similar to that of cloud computing, benefiting comprehensive platform vendors that can integrate vast telemetry data and runtime sensor capabilities [7][8]. - Independent firms in application security may face risks of being partially replaced by AI tools, necessitating a reevaluation of their core value propositions [7][8].

Software stocks have faced notable market headwinds amid growing investor fears regarding artificial intelligence disruption. The broader equity pullback is also raising concerns for Bitcoin (BTC), which has closely tracked software stocks. Why Are Software Stocks Down? According to the Global Markets Investor, the iShares Expanded Tech-Software Sector ETF (IGV) has fallen 15% in February alone, putting it on pace for its worst monthly performance since 2008. The ETF is now testing its April 2025 lows an ...

Core Insights - BIO-key International, Inc. has entered into a multi-year agreement with Sociedade Interbancária de Moçambique (SIMO) to enhance identity and access security in Mozambique's financial ecosystem [1][3] - The partnership aims to modernize SIMO's identity security infrastructure, aligning with international best practices and supporting the digital transformation of Mozambique's financial sector [3][4] Group 1: Agreement Details - The agreement involves the integration of BIO-key's PortalGuard® IAM platform, PIN:You™ tokenless authentication, and Single Sign-On (SSO) capabilities into SIMO's environment [2] - This collaboration builds on a previous IAM deployment in May 2025 for a major National Bank in Mozambique [1] Group 2: Strategic Importance - SIMO plays a crucial role in Mozambique's banking system by providing interoperability, clearing, and settlement services through the national electronic payments network, SIMOrede [4][6] - As digital banking adoption increases in Mozambique, the need for robust identity security is essential for maintaining trust and regulatory compliance [4] Group 3: Stakeholder Perspectives - Juna Chiloveque, SIMO's CISO, emphasized the importance of identity security for ensuring trust and operational resilience in payment services [5] - Miguel Guerreiro from RunLevel highlighted the commitment to strengthening digital trust across Africa's financial ecosystems through this partnership [5] - Alex Rocha from BIO-key noted that the collaboration marks a significant step in supporting secure digital banking infrastructure in Mozambique [5]