{"id":1872,"date":"2026-02-24T09:24:48","date_gmt":"2026-02-24T09:24:48","guid":{"rendered":"https:\/\/www.tsfactory.com\/forums\/?p=1872"},"modified":"2026-02-24T09:35:08","modified_gmt":"2026-02-24T09:35:08","slug":"crowdstrike-datadog-and-other-cybersecurity-stocks-slide-after-anthropics-ai-tool-launch","status":"publish","type":"post","link":"https:\/\/www.tsfactory.com\/forums\/blog\/crowdstrike-datadog-and-other-cybersecurity-stocks-slide-after-anthropics-ai-tool-launch\/","title":{"rendered":"CrowdStrike, Datadog and other cybersecurity stocks slide after Anthropic&#8217;s AI tool launch"},"content":{"rendered":"<p>Feb 23 (Reuters) &#8211; Shares of cybersecurity companies including CrowdStrike (CRWD.O), opens new tab and Datadog (DDOG.O), opens new tab slumped on Monday, as investors weighed the potential impact of artificial intelligence startup Anthropic&#8217;s new security tool on the industry.<br \/>\nAnthropic&#8217;s new feature, Claude Code Security, is designed to detect high-severity vulnerabilities in open-source software repositories and offer patches to fix bugs.<\/p>\n<p>Shares of CrowdStrike, Datadog and Zscaler\u00a0<a class=\"text-module__text__0GDob text-module__inherit-color__PhuPF text-module__inherit-font__1P1hv text-module__inherit-size__EyiQW link-module__link__INqxZ link-module__underline_default__-okuC link-module__with-icon__qlg76\" href=\"https:\/\/www.reuters.com\/markets\/companies\/ZS.O\" target=\"_blank\" rel=\"noopener\" data-testid=\"Link\">(ZS.O), opens new tab<\/a>\u00a0fell around 11%, while those of Fortinet\u00a0<a class=\"text-module__text__0GDob text-module__inherit-color__PhuPF text-module__inherit-font__1P1hv text-module__inherit-size__EyiQW link-module__link__INqxZ link-module__underline_default__-okuC link-module__with-icon__qlg76\" href=\"https:\/\/www.reuters.com\/markets\/companies\/FTNT.O\" target=\"_blank\" rel=\"noopener\" data-testid=\"Link\">(FTNT.O), opens new tab<\/a>\u00a0and Okta\u00a0<a class=\"text-module__text__0GDob text-module__inherit-color__PhuPF text-module__inherit-font__1P1hv text-module__inherit-size__EyiQW link-module__link__INqxZ link-module__underline_default__-okuC link-module__with-icon__qlg76\" href=\"https:\/\/www.reuters.com\/markets\/companies\/OKTA.O\" target=\"_blank\" rel=\"noopener\" data-testid=\"Link\">(OKTA.O), opens new tab<\/a>\u00a0were down roughly 6%. Palo Alto Networks\u00a0<a class=\"text-module__text__0GDob text-module__inherit-color__PhuPF text-module__inherit-font__1P1hv text-module__inherit-size__EyiQW link-module__link__INqxZ link-module__underline_default__-okuC link-module__with-icon__qlg76\" href=\"https:\/\/www.reuters.com\/markets\/companies\/PANW.O\" target=\"_blank\" rel=\"noopener\" data-testid=\"Link\">(PANW.O), opens new tab<\/a>\u00a0dropped 3% and SentinelOne\u00a0<a class=\"text-module__text__0GDob text-module__inherit-color__PhuPF text-module__inherit-font__1P1hv text-module__inherit-size__EyiQW link-module__link__INqxZ link-module__underline_default__-okuC link-module__with-icon__qlg76\" href=\"https:\/\/www.reuters.com\/markets\/companies\/S.N\" target=\"_blank\" rel=\"noopener\" data-testid=\"Link\">(S.N), opens new tab<\/a>\u00a0was down by 5%.<\/p>\n<p>Software stocks have been battered in recent months by market fears around the growing capabilities of AI tools, particularly following the launch of plug-ins from Anthropic&#8217;s large language model Claude, seen as the startup&#8217;s push to become an application layer.<\/p>\n<div class=\"text-module__text__0GDob text-module__dark-grey__UFC18 text-module__regular__qJJtA text-module__small__sph8i body-module__full_width__kCIGb body-module__small_body__gOmDf article-body-module__paragraph__Ts-yF\" data-testid=\"paragraph-4\">&#8220;What you&#8217;re seeing today is really the continuation of a panic-driven, narrative-led selloff,&#8221; said Shrenik Kothari, director, security and infrastructure analyst at Robert W. Baird.<\/div>\n<div class=\"text-module__text__0GDob text-module__dark-grey__UFC18 text-module__regular__qJJtA text-module__small__sph8i body-module__full_width__kCIGb body-module__small_body__gOmDf article-body-module__paragraph__Ts-yF\" data-testid=\"paragraph-5\">Claude Code Security does not handle real-time security tasks such as detecting live intrusions, stopping attacks in progress or managing compiled software components in production, which are capabilities provided by other specialized security platforms, said Kothari.<\/div>\n<div data-testid=\"paragraph-5\"><\/div>\n<div data-testid=\"paragraph-5\"><a href=\"https:\/\/www.reuters.com\/technology\/crowdstrike-datadog-other-cybersecurity-stocks-slide-after-anthropics-ai-tool-2026-02-23\/\">Read the Full Story Here<\/a><\/div>\n<div data-testid=\"paragraph-5\"><\/div>\n<div data-testid=\"paragraph-5\">Source: Reuters<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Feb 23 (Reuters) &#8211; Shares of cybersecurity companies including CrowdStrike (CRWD.O), opens new tab and Datadog (DDOG.O), opens new tab slumped on Monday, as investors weighed the potential impact of artificial intelligence startup Anthropic&#8217;s new security tool on the industry. Anthropic&#8217;s new feature, Claude Code Security, is designed to detect high-severity vulnerabilities in open-source software [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":1311,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-1872","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>CrowdStrike, Datadog and other cybersecurity stocks slide after Anthropic&#039;s AI tool launch - Community<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.tsfactory.com\/forums\/blog\/crowdstrike-datadog-and-other-cybersecurity-stocks-slide-after-anthropics-ai-tool-launch\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CrowdStrike, Datadog and other cybersecurity stocks slide after Anthropic&#039;s AI tool launch - Community\" \/>\n<meta property=\"og:description\" content=\"Feb 23 (Reuters) &#8211; Shares of cybersecurity companies including CrowdStrike (CRWD.O), opens new tab and Datadog (DDOG.O), opens new tab slumped on Monday, as investors weighed the potential impact of artificial intelligence startup Anthropic&#8217;s new security tool on the industry. 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