Anthropic’s Claude Code Security launch rattles cybersecurity stocks, Wedbush sees selloff as overreaction Proactive uses images sourced from Shutterstock Anthropic’s recent launch of its Claude Code Security offering has stirred volatility across cybersecurity stocks, but analysts at Wedbush say market fears may be misplaced. Anthropic last week launched Claude Code Security, a new AI-driven offering aimed at addressing software code and cybersecurity risks as enterprises expand their use of artificial ...

Group 1: Market Reaction to Tariff Changes - US stocks experienced a significant decline following the Supreme Court's cancellation of a key part of President Trump's tariff policy, with the Dow Jones Industrial Average dropping 800 points, or 1.6% [1] - The S&P 500 and Nasdaq Composite also fell by 1.2% and 1.3%, respectively, as investors reacted to the renewed trade tensions and potential AI losers [1][6] - The dollar slightly dipped, while gold prices increased by $100 to $5,226.90, indicating a shift towards safe-haven assets amid market uncertainty [4] Group 2: Impact of New Tariffs - President Trump announced a new 15% global tariff under Section 122, following the Supreme Court's ruling that eliminated broad import taxes [2][3] - This new tariff policy has raised concerns among global partners, leading the EU to pause the approval of a recent trade deal with the US [3] - Economists from Goldman Sachs noted that much of the trade disruption had already been factored into major companies' operations, suggesting limited immediate impact on business investment [5][9] Group 3: Sector-Specific Performance - AI-related stocks faced significant losses, with CrowdStrike falling 8.4% and AppLovin dropping 8.2%, as fears grew over competition from new AI technologies [6][7] - Major airline stocks also declined due to adverse weather conditions, with United, American, and Delta falling by 4.8%, 4.5%, and 3.5%, respectively [6] Group 4: Economic Outlook - The 10-year Treasury bill borrowing rate decreased to 4.03% from 4.08%, reflecting a shift in sentiment regarding future interest rate decisions [8] - Goldman Sachs' research indicated that the effects of tariffs on inflation and growth remain largely unchanged, with most of the cost passthrough to consumer prices having already occurred prior to the Supreme Court ruling [10]

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 ...

Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Monday' s key moments. 1. Stocks fell Monday after President Donald Trump said he's increasing global tariffs to 15%, from 10%, after the Supreme Court struck down his "reciprocal" tariffs Friday. "The confusion about the tariffs and what will happen is a lot different from the confusion that we're having when it comes to valuing tech," said Jim Cramer, noting that market uncertain ...

providers can't replicate overnight.Analysts like [Dan Ives of Wedbush argue] that AI actually expands CrowdStrike's total addressable market by creating new vulnerabilities that only a comprehensive platform can solve.As AI lowers the barrier for hackers to launch attacks, the need for battle-tested, AI-native solution like Falcon becomes an essential utility rather than a luxury – making CRWD shares all the more attractive as a long-term holding on the current toned down valuation.Related News Stock marke ...

Core Viewpoint - Akamai Technologies, Inc. is facing challenges despite strong Q4 performance, with future guidance not meeting market expectations, leading to a decline in stock price [2][6]. Financial Performance - Q4 revenues reached $1.09 billion, reflecting a 7.4% year-over-year increase [2][6]. - GAAP net income decreased to $85.1 million or 58 cents per share, down from $139.9 million or 91 cents per share in the previous year [4]. Future Guidance - The company's Q1 EPS guidance is projected between $1.50 and $1.67, while FY26 EPS guidance is between $6.20 and $7.20, both falling short of market expectations [2][6]. - Akamai projects 2026 revenue to be between $4.4 billion and $4.55 billion, exceeding Wall Street predictions [5]. Segment Performance - The Cloud Infrastructure Services (CIS) segment saw a significant revenue increase of 45% year-over-year, reaching $94 million, driven by demand for ISV solutions, IaaS, storage customers, and AI-related services [3][6]. - Security revenue increased by 11%, supported by demand for the Guardicore Segmentation platform and API security offerings [4]. Market Reaction - Following the guidance announcement, Akamai's stock experienced a 14.07% decline, equating to a $15.42 drop, with a trading volume of 15,779,607 shares [5][6]. - Goldman Sachs maintained a "Sell" rating on Akamai, adjusting the stock's price target to $76 [1].

Group 1 - Cybersecurity stocks experienced a significant decline due to concerns over new AI security tools that may disrupt traditional business models in the sector [1][2] - Major cybersecurity companies such as CrowdStrike and Zscaler saw their stock prices drop approximately 9%, while Netskope fell nearly 10% [2] - The iShares Cybersecurity & Tech ETF decreased by nearly 4%, indicating a broader market impact on cybersecurity investments [2] Group 2 - CrowdStrike's CEO George Kurtz emphasized that the new AI tool addresses different cybersecurity issues and does not replace the company's Falcon platform [3] - The introduction of AI tools capable of rapidly creating websites and applications has caused significant concern across the software sector, with cybersecurity being the latest area affected [3] - Other software companies, such as Salesforce and ServiceNow, have also faced substantial declines in their stock values, with Salesforce losing about one-third and ServiceNow dropping more than 34% since the beginning of the year [4]

Core Viewpoint - Cybersecurity stocks are experiencing a selloff due to what is termed an "AI Ghost Trade," but this is seen as a misinterpretation of the actual threat posed by AI advancements [1][2] Group 1: Market Dynamics - Concerns arise from rapid advancements in AI security tools, which investors fear could undermine legacy cybersecurity providers [2] - Conversations with chief information security officers and IT professionals indicate that AI security tools are validating cybersecurity as a critical area for growth rather than posing a threat to existing companies [3] Group 2: Cyber Threat Landscape - AI is significantly accelerating cyber threats, reducing the time required to execute sophisticated attacks from weeks to hours and increasing the number of vulnerable endpoints across various systems [4] Group 3: Investment Opportunities - AI is viewed as the largest total addressable market opportunity in the history of cybersecurity, creating substantial demand for established leaders in the sector [5] - CrowdStrike is identified as the "gold standard of cybersecurity," with its Falcon platform positioned strongly against emerging AI-driven threats [5] - Palo Alto Networks is highlighted as a top pick, with its CyberArk acquisition seen as a potential game changer for enhancing AI security capabilities [6] - Zscaler is recognized as a premier name, benefiting from rising AI adoption and increased demand for Zero Trust and cloud security solutions [6] Group 4: Future Outlook - CrowdStrike, Palo Alto, and Zscaler are expected to be the clear winners as enterprises increase cybersecurity spending to address the evolving AI threat landscape [7] - The recent selloff is interpreted as an incorrect response to what is considered one of the sector's most significant long-term growth opportunities [7]

NEW YORK--(BUSINESS WIRE)--CyberScope, the Web3 security arm of TAC InfoSec Limited (NSE: TAC), has been approved and listed in USDC's Issuer Circle's Partner Allowance Program, following a strict multi-stage compliance and governance review. The approval comes at a time when stablecoins experience an increasingly regulated financial infrastructure in the United States. Circle, the issuer of USD Coin (USDC), operates one of the world's largest dollar-backed stablecoins and is known for maintaining a complia ...

Key Takeaways CRWD integrated Falcon Shield with Qualtrics to expand SaaS security into sensitive business apps.CrowdStrike made Falcon available on Microsoft Marketplace, easing cloud procurement and deployment.CRWD's deals with NordVPN and Aramco extend its platform into consumer security and critical infrastructure.CrowdStrike Holdings (CRWD) is using partnerships to support growth and expand its reach. The company’s recent partnerships with Qualtrics, Microsoft, NordVPN and Saudi Aramco demonstrate how ...