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Venture Capital
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22.02.2026 14:20
Claude Code Security triggers $10B selloff in cybersecurity stocks

Anthropic rolled out Claude Code Security in limited preview for Team and Enterprise users.

The tool connects to GitHub, runs on Claude Opus 4.6, and detects complex issues such as shell injections.

It found 500+ vulnerabilities in open source projects and suggests fixes for review.

Markets reacted immediately:

� CrowdStrike fell 7.3%, erasing about $7.5B in market cap

� Cloudflare dropped 8%

� Total sector losses topped $10B as investors repriced the $10B app security market

Anthropic just wiped billions off cybersecurity stocks with a single tweet.

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