"Anthropic announced on Friday that its AI-powered coding assistant Claude Code is being enhanced with a new capability designed for finding vulnerabilities. The new capability is named Claude Code Security and it's currently available in limited preview to Enterprise and Team customers. It's designed to scan code for vulnerabilities and suggest patches. Developers can review the patch suggestions and decide whether they want to apply them."
"The stock of major companies such as CrowdStrike (NASDAQ: CRWD), Cloudflare (NYSE: NET), Okta (NASDAQ: OKTA), Zscaler (NASDAQ: ZS), Tenable (NASDAQ: TENB), Sailpoint (NASDAQ: SAIL), SentinelOne (NYSE: S), Fortinet (NASDAQ: FTNT), JFrog (NASDAQ: FROG), and Palo Alto Networks (NASDAQ: PANW) plunged in response to Anthropic's announcement, in some cases more than 10%, erasing billions in market capitalization."
"The cybersecurity industry is downplaying fears that AI could replace existing solutions or entire categories of tools, arguing that AI is an ally rather than a threat."
Anthropic unveiled Claude Code Security, a new AI-powered capability designed to scan code for vulnerabilities and suggest patches to Enterprise and Team customers in limited preview. The announcement triggered significant stock declines across major cybersecurity firms including CrowdStrike, Cloudflare, Okta, Zscaler, and Palo Alto Networks, with some stocks falling over 10%. Market concerns centered on AI potentially replacing existing cybersecurity solutions. However, similar vulnerability detection tools have existed for years through GitHub and Google. The cybersecurity industry responded by downplaying replacement fears, positioning AI as an ally rather than a threat to traditional security approaches.
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