Dan Ives Says Anthropic's Claude Security Move Is Bullish Signal For These Stocks

Benzinga01:29

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 ...

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Based on all checks Claude will not replace vendors….BUT speaks to oppy on doorstep for PANW, CRWD, ZS.”\nOn Friday, Anthropic unveiled Claude Code Security, an AI-driven tool embedded in its agentic coding platform that autonomously scans full codebases for vulnerabilities.\nThe company said its underlying model, Opus 4.6, identified over 500 previously unknown high-severity flaws in production open-source projects.\nThe announcement triggered steep declines across the sector, with CrowdStrike and Zscaler dropping roughly 8% or more on Friday, and the Global X Cybersecurity ETF (NASDAQ:BUG) closing nearly 5% lower.\nAnthropic isn’t alone. OpenAI has also introduced automated cybersecurity tools, debuting “Aardvark” in October 2024. Still, Claude Code Security does not auto-apply fixes — all patches require developer review and approval.\nMonday’s session remained under pressure as PANW is down 2.15% to $145.51, CRWD had shed 8.97% to $353.75, ZS declined 8.28% to $146.53 and BUG is down 3.81% 24.60, according to data from Benzinga Pro.\nImage via Shutterstock\nThis content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nTo add Benzinga News as your preferred source on Google, click here.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2613736028","isCrawlerRequest":true}