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| 26.02.26 00:00:52 |
Was man heute im Blick behalten sollte: Warner Bros.-Ergebnisse, die Fed und Arbeitslosenzahlen. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Zusammenfassung:**
Dieser Segment "Asking for a Trend" gibt einen Ausblick auf die wichtigsten Ereignisse und Datenveröffentlichungen, die am Donnerstag, den 29. Februar, stattfinden, und konzentriert sich auf die Anlegeraktivität. Der Tag ist vollgepackt mit Gewinnberichtsankündigungen, makroökonomischen Kommentaren und Marktanalysen.
Mehrere Technologieunternehmen, darunter Dell Technologies, Coreweave und Zscaler, werden ihre Gewinnzahlen veröffentlichen. Im Medienbereich wird Warner Bros. Discovery seine Ergebnisse für das vierte Quartal veröffentlichen, wobei der Schwerpunkt wahrscheinlich auf dem laufenden Übernahmekampf zwischen Paramount Skydance liegen wird, der sein Angebot auf 31 Dollar pro Aktie erhöht hat und die Konkurrenz mit Netflix verstärkt.
Über die Fusionen hinaus überwachen Investoren genau die Werbeentwicklungen, insbesondere das Fehlen von NBA-Programmierungen, die voraussichtlich die Ergebnisse von Warner Bros. Discovery beeinflussen wird. Intuit wird seine Q2-Gewinnzahlen veröffentlichen, wobei der Aktienkurs nach jüngsten Software-Verkäufen wieder an Fahrt gewinnt. Analysten prognostizieren etwa 14% Wachstum des Umsatzes, angetrieben durch seine globalen Geschäftslösungen, insbesondere QuickBooks, wobei der Fokus auf dem Momentum der Steuerzeit und der Akzeptanz von KI-gestützten Tools liegt.
Auf der makroökonomischen Seite wird Federal Reserve Vizepräsidentin für die Aufsicht, Michelle Bowman, sprechen, nachdem Kommentare von Richmond Fed Präsident Tom Barkin gefallen sind, der optimistisch bezüglich einer Abkühlung der Inflation war, aber auch auf die Erschöpfung der Verbraucher wegen anhaltender Preiserhöhungen hingewiesen hat. Schließlich werden neue wöchentliche Daten zu den anfänglichen Arbeitslosigkeit beansprucht veröffentlicht, wobei Ökonomen eine leichte Erhöhung auf 216.000 prognostizieren, die Einblicke in die Gesundheit des Arbeitsmarktes gewährt. |
| 25.02.26 22:05:00 |
Tech Stocks Rally in Front of Nvidia Results |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Stocks pushed higher Wednesday, with technology shares leading a second straight day of gains as investors positioned themselves ahead of Nvidia closely watched earnings report. The S&P 500’s technology sector was the day’s biggest gainer, adding 1.8%, in what was a mixed day across sectors. The tech-heavy Nasdaq composite climbed 1.3%, while the Dow Jones Industrial Average added 308 points, or 0.6%.
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| 25.02.26 16:47:46 |
5 industries that have gotten rocked by the AI 'scare trade' defining markets this year |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
For weeks, investors have been increasingly concerned that AI is advancing so rapidly that the business models of some of the S&P 500's (^GSPC) most iconic players could take a major hit.
What began as a software sell-off last month has rapidly spread to other industries, fueled by fears that AI could undermine traditional software pricing models or replace fee-based services such as brokerage and consulting.
"There is a wrecking ball bouncing from one industry to the next, and folks are calling it the AI Scare Trade," Craig Basinger, chief market strategist at Purpose Investments, wrote earlier this month.
That sentiment was punctuated on Monday by a Substack post from Citrini Research, which noted the potential wipeout of middle-class, white-collar jobs as tasks become automated.
"In the near term, right now, for us as investors, we have to deal with soured sentiment on AI," Sevens Report founder Tom Essaye told Yahoo Finance on Tuesday morning.
Here's how the trade unfolded, and which sectors have taken the biggest hits.
Software
The first AI-driven stock market cracks appeared in enterprise software as investors grew concerned that rapidly developing AI tools from Anthropic (ANTH.PVT) could reduce the need for data analytics and research, threatening legacy software's core subscription model.
Salesforce (CRM) stock has fallen nearly 30% year to date, while Adobe (ADBE) dropped 25% over the same period amid fears that AI will erode the creative software maker's pricing power. Human resources and workflow platforms ServiceNow (NOW) has declined 30%.
Meanwhile, Workday (WDAY) fell to a five-year low on Wednesday after its revenue forecast missed expectations and its CEO tried to dispel AI disruption fears.
Wall Street analysts have called the selling overblown. But even after Anthropic announced a wave of software partnerships tied to AI tools, the Tech-Software Sector ETF (IGV) remains down 26% year to date.
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The sell-off found fresh legs on Monday when Anthropic released a tool to automate the update of legacy code across finance and government, work that traditionally requires costly consultants.
Investors flagged the advancement as a threat to IBM's (IBM) revenue streams. Shares of the cloud and software giant rebounded on Tuesday after posting the worst daily loss in 25 years.
Cybersecurity firms
Cybersecurity firms have been hit after Anthropic announced a new security tool on Feb. 20, impacting shares of CrowdStrike (CRWD), Zscaler (ZS), and Cloudflare (NET).
On Monday, those names extended the slide as fresh worries over AI disruption spread through the market.
Story Continues
Read more: How to protect your portfolio from an AI bubble
Financial services
Wealth management stocks like Charles Schwab (SCHW) and Raymond James (RJF) plunged this month after the launch of an AI-driven tax tool that allows advisers to customize strategies for clients.
The tool raised fears that automation could put pressure on the industry's high advisory fees.
Credit rating and data analytics firms have also stumbled. And S&P Global (SPGI) and Moody's (MCO) have faced pressure amid fears that AI-powered analytics platforms could eventually compete with traditional subscription data services.
Additionally, American Express (AXP) sank more than 6% this week after Citrini Research hypothesized that AI-related unemployment would rise, gutting the credit card giant's customer base.
Bank stocks JPMorgan (JPM), Citigroup (C), and Morgan Stanley (MS) also fell more than 4% following the gloomy scenario.
On Monday, JPMorgan CEO Jaime Dimon said the nation's biggest bank is more likely to be a winner than a victim of AI.
"In my view, we will be a winner," Dimon said. "We've always had the strategy to use technology to do a better job for our customers. And we're quite good at it."
Real estate services
Earlier this month, investors began selling real estate stocks amid fears that AI tools could streamline property valuations, market research, and leasing and rental matching following Anthropic's release of legal and document-processing plug-ins for its Claude model.
Analysts pointed not only to the threat of high-fee, labor-intensive costs coming down for title searches and legal negotiations, but also to the potential for cratering demand for physical office space due to fewer jobs.
Commercial real estate firms CBRE Group (CBRE), Jones Lang LaSalle (JLL), and Cushman & Wakefield (CWK) have rebounded from their sharp falls earlier this month but are still negative for the year.
Logistics and transportation
Freight brokers and transportation intermediaries, which rely on coordination, routing, and pricing optimization, were also punished this month after a Florida-based company announced a new tool that would scale freight volumes without increasing headcount.
Shares of C.H. Robinson (CHRW) and Universal Logistics (ULH) were able to recover from recent losses.The AI trade scare has spread well beyond software stocks as investors question whether the business models of various industries will hold up. (AP Photo/Richard Drew)·ASSOCIATED PRESS
Ines Ferre is a senior business reporter for Yahoo Finance. Follow her on X at @ines_ferre.
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| 25.02.26 16:00:35 |
Wedbush says Anthropic demos strong, software-replacement hype overdone |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Wedbush notes Anthropic hosted its Enterprise Agent event where the company provided the latest product updates that make Claude Cowork effective for enterprises. The company provided some use cases across different industries, including Spotify (SPOT) for reduced engineering time on complex code migrations, Novo Nordisk (NVO) for improved clinical study documentation timelines, and Salesforce (CRM) for reduced timelines in Slack. While these use cases are impressive, the reality is that these new AI tools will not rip and replace existing software ecosystems and data environments with these AI tools only as useful as the data it can reach, the firm argues. Wedbush believes market is conflating foundation model capability with full enterprise software replacement and the fear that generative AI will rewrite legacy systems overnight ignores enterprise reality. Cyber becomes the enforcement layer of AI, not a casualty of it, it adds. The firm sees CrowdStrike (CRWD), Palo Alto Networks (PANW), and Zscaler (ZS) as “winners and NOT losers” in this AI world.
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| 25.02.26 14:37:09 |
Anthropic product event shows competition risk to software overblown: Wedbush |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
[Wall Street Christmas Tree]
cmart7327
Following Anthropic's (ANTHRO [https://seekingalpha.com/symbol/ANTHRO]) product event, Wedbush (IVES [https://seekingalpha.com/symbol/IVES]) said that competition risk to software is overblown.
Analysts led by Dan Ives said that Anthropic hosted its Enterprise Agent event, where the company provided product updates that make Claude Cowork effective for enterprises. The company showed live demos from senior leadership across enterprises with an increased focus on agent-based workflows and enterprise integration.
The use cases included Spotify (SPOT [https://seekingalpha.com/symbol/SPOT]) for reduced engineering time on complex code migrations, Novo Nordisk (NVO [https://seekingalpha.com/symbol/NVO]) for improved clinical study documentation timelines, and Salesforce (CRM [https://seekingalpha.com/symbol/CRM]) for reduced timelines in Slack.
"While these use cases are impressive, the reality is that these new AI tools will not rip and replace existing software ecosystems and data environments with these AI tools only as useful as the data it can reach," said Ives and his team.
Wedbush highlighted some key takeaways from the product demo.
FOUNDATION MODELS DO NOT EQUAL ENTERPRISE-GRADE SOFTWARE PLATFORMS
The analysts said that the market is conflating foundation model capability with full enterprise software replacement, and the fear that generative AI will 'rewrite legacy systems overnight' ignores enterprise reality.
"Anthropic and OpenAI demos showcase raw model intelligence, not workflow orchestration, compliance infrastructure, auditability, security controls, integrations, billing systems, uptime guarantees, or enterprise grade SLAs [Service Level Agreements]," said Ives and his team.
The analysts added that companies like Microsoft (MSFT [https://seekingalpha.com/symbol/MSFT]), Salesforce (CRM [https://seekingalpha.com/symbol/CRM]), ServiceNow (NOW [https://seekingalpha.com/symbol/NOW]), and Pegasystems (PEGA [https://seekingalpha.com/symbol/PEGA]) are deeply embedded workflow systems of record, and replacing them would require ripping out mission-critical infrastructure, not simply layering in a large language model, or LLM.
AI INCREASES COMPLEXITY, COMPLEXITY EXPANDS CYBER SPEND
Ives and his team said that AI agents and autonomous workflows dramatically increase the attack surface — more Application Programming Interfaces, or APIs, more machine identities, more lateral movement risk, and more cloud-native workloads. AI does not reduce the need for endpoint, identity, cloud, and Security Operations Center, or SOC, automation, it multiplies it, the analysts added.
The analysts noted that the more enterprises deploy LLM-powered agents, the more run-time monitoring, identity governance, model security, and zero-trust enforcement they require. CrowdStrike (CRWD [https://seekingalpha.com/symbol/CRWD]), Palo Alto Networks (PANW [https://seekingalpha.com/symbol/PANW]), and Zscaler (ZS [https://seekingalpha.com/symbol/ZS]) are winners and not losers in this AI world, according to the analysts.
DISTRIBUTION WINS IN ENTERPRISE SOFTWARE, NOT MODEL PERFORMANCE
The analysts said that Anthropic and OpenAI (OPENAI [https://seekingalpha.com/symbol/OPENAI]) do not have a 20-year enterprise distribution network, chief investment officer, or CIO, relationships, or embedded vertical workflows. Salesforce, ServiceNow, and Microsoft sit at the application layer where business logic lives.
"The Anthropic/OpenAI releases increase urgency to automate workflows, which strengthens the strategic importance of these platforms rather than weakens them. If anything, AI urgency is accelerating deal cycles. AI is more likely to drive a modernization cycle than bypass the installedbase as AI is lowering the friction of legacy transformation projects," said Ives and his team.
VALUATION COMPRESSION IS DISCONNECTED FROM FORWARD EARNINGS RISK
The analysts said that the magnitude of multiple contractions implies structural revenue impairment. Yet there is no evidence of customer churn acceleration, budget freezes or competitive displacement in reported results, the analysts added. The market is reacting to demo risk, not data risk, according to the analysts.
In addition, Ives and his team said that concerns around Microsoft (MSFT [https://seekingalpha.com/symbol/MSFT]) are overblown and noted that it is a major buying opportunity for the biggest tech name.
The analysts also said that the IBM (IBM [https://seekingalpha.com/symbol/IBM]) sell-off was unwarranted. The analysts noted that IBM remains deeply embedded in mission-critical mainframe environments running decades-old COBOL-based systems, and even if AI accelerates code translation or modernization, enterprises still require structured migration, compliance validation, and systems integration, such areas where IBM already has deep relationships in monetizing services and infrastructure.
"AI is more likely to drive a modernization cycle than bypass the installed base as AI is lowering the friction of legacy transformation projects," said Ives and his team.
MORE ON ANTHROPIC AND WEDBUSH
* IVES: Too Risky In This Tech-Heavy Market (Rating Downgrade) [https://seekingalpha.com/article/4865148-ives-etf-too-risky-in-this-tech-heavy-market]
* IVES: This AI Fund Probably Won't Deliver Long-Term Alpha [https://seekingalpha.com/article/4849377-ives-ai-fund-probably-wont-deliver-long-term-alpha]
* Anthropic softens AI safety policy to stay competitive [https://seekingalpha.com/news/4556427-anthropic-updated-responsible-scaling-policy-ai]
* Hegseth gives Anthropic deadline to remove safeguards; threatens use of Defense Production Act: report [https://seekingalpha.com/news/4556116-hegseth-gives-anthropic-deadline-to-remove-safeguards-threatens-use-of-defense-production-act-report]
* Seeking Alpha’s Quant Rating on Anthropic [https://seekingalpha.com/symbol/ANTHRO/ratings/quant-ratings]
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| 25.02.26 13:28:00 |
Want to Invest in Quantum Computing? X Stocks That Are Great Buys Right Now |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Quantum computing is still years away from becoming practical for mainstream use, but we're seeing incredible progress in the industry.
There's massive long-term potential in quantum computing, and the technology could impact our daily lives in many ways. Quantum computers could eventually enable processing speeds orders of magnitude greater than today's computers can manage.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
While it's far too early to know which specific companies will be the biggest quantum computing winners, some are already taking steps to become future leaders in the industry. Many have been beaten down lately on fears of AI disruption of the software industry, but that has created opportunities for investors to add shares of excellent businesses at bargain valuations. Here are two in particular that could be worth a closer look right now.Image source: Getty Images.
Not a legacy tech company anymore
International Business Machines(NYSE: IBM), better known as IBM, is often dismissed as a legacy tech company. But that would be a mistake. IBM has spent much of the past decade or so pivoting away from legacy technologies and reinventing its business around opportunities in cloud computing and AI.
The company has also emerged as an early leader in quantum computing. IBM launched its quantum computing division a decade ago and has already had some big wins, especially in improving the reliability and real-world usefulness of quantum processors (QPUs). The company has hit every milestone on the quantum roadmap it published five years ago and aims to build the first fault-tolerant quantum computer by the end of the decade.
IBM's stock has been under pressure lately, with the latest decline driven by fears that Anthropic's Claude Code tool could disrupt its COBOL modernization, a significant part of IBM's business. But I believe these fears are overblown, and with shares down more than 20% so far this year and trading for less than 19 times earnings, IBM looks like a bargain.
Quantum cybersecurity will be a big opportunity
Quantum computing has the potential to do a lot of good for the world, but it is also going to create some big cybersecurity challenges. As quantum processing starts to realize its true potential, modern encryption methods could become vulnerable.
Zscaler(NASDAQ: ZS) has been preparing for the quantum shift for some time, and already offers some post-quantum cryptography (PQC) methods. With PCQ estimated to be a market opportunity of more than $300 billion within a decade, this could be a big driver of growth as quantum computing technology evolves.
Story Continues
Like other cybersecurity stocks, Zscaler has declined significantly amid AI fears, down more than 55% from its 52-week high. But AI will create a greater need for trusted cybersecurity platforms, and Zscaler could be a bargain for patient investors at this price.
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Want to Invest in Quantum Computing? X Stocks That Are Great Buys Right Now was originally published by The Motley Fool
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| 25.02.26 05:11:25 |
Zscaler (ZS) Reports Earnings Tomorrow: What To Expect |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Cloud security platform Zscaler (NASDAQ:ZS) will be reporting earnings this Thursday afternoon. Here’s what you need to know.
Zscaler beat analysts’ revenue expectations last quarter, reporting revenues of $788.1 million, up 25.5% year on year. It was a strong quarter for the company, with an impressive beat of analysts’ billings estimates and full-year EPS guidance exceeding analysts’ expectations.
Is Zscaler a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting Zscaler’s revenue to grow 23.3% year on year, in line with the 23.4% increase it recorded in the same quarter last year.Zscaler Total Revenue
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Zscaler has a history of exceeding Wall Street’s expectations.
Looking at Zscaler’s peers in the cybersecurity segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Palo Alto Networks delivered year-on-year revenue growth of 14.9%, meeting analysts’ expectations, and Varonis Systems reported revenues up 9.4%, topping estimates by 3.1%. Palo Alto Networks traded down 6.8% following the results while Varonis Systems was also down 10.8%.
Read our full analysis of Palo Alto Networks’s results here and Varonis Systems’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. Investors in cybersecurity stocks have been spared in this environment as share prices are down 20.2% on average over the last month. Zscaler is down 30.4% during the same time and is heading into earnings with an average analyst price target of $290.27 (compared to the current share price of $149.12).
Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we’ve identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link.
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| 24.02.26 21:17:38 |
Zscaler Aktien steigt – So, was steckt dahinter? |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Was ist los?**
Die Aktien von Zscaler (NASDAQ: ZS) stiegen am Nachmittag um 5,4 %, nachdem positive Wirtschaftsdaten veröffentlicht wurden, darunter ein überraschend starkes Consumer Confidence Index.
Der positive Nachrichtenstrom führte zu einer Erholungsbewegung über den gesamten Markt, wobei der Technologiebereich führend war. Der Consumer Confidence Index stieg im Februar auf 91,2 Punkte und deutet auf eine optimistischere Sichtweise von Verbrauchern hinsichtlich Einkommen und Geschäftsbedingungen hin.
Darüber hinaus half eine kürzliche Ankündigung von Anthropic bezüglich neuer kollaborativer Werkzeuge für seine Claude AI-Agenten-Software, die Anzeichen von Anlegersorgen zu reduzieren. Die Entscheidung des Unternehmens, seine KI-Tools in Sektoren wie Personalwesen und Investmentbanking auszuweiten, deutet auf eine kooperative Strategie hin, anstatt auf Ersatz, was vom Markt positiv aufgenommen wurde. Dies spiegelte sich in einem Anstieg des iShares Expanded Tech-Software Sector ETF (2,4 %) wider.
Die anfänglichen Gewinne kühlten jedoch ab, wobei die Aktien um $150,11 schlossen, was einem Anstieg von 4,8 % gegenüber dem vorherigen Schlusskurs entspricht.
Der Reaktion des Marktes unterstreicht die Volatilität von Zscaler, mit einer Vorgeschichte von erheblichen Preisschwankungen – 15 Bewegungen über 5 % im letzten Jahr. Ein jüngerer, schneller Rückgang von 10,7 % resultierte aus der Ankündigung von Präsident Trump über erhöhte globale Zölle, die breite Marktunsicherheit und Investitionsängste auslösten. Auch die Sorgen bezüglich potenzieller Störungen in der Softwareindustrie im Zusammenhang mit künstlicher Intelligenz (KI) belasteten den Sektor.
Trotz der jüngsten Korrekturen – Zscalers Aktien sind im Jahresverlauf um 31,9 % gesunken – sehen Analysten Potenzial für eine Erholung. Der Aktienkurs liegt derzeit 55,4 % unter seinem 52-Wochen-Hoch. Die Analyse deutet darauf hin, dass Unternehmen, die generative KI in Enterprise-Software integrieren, zu dominierenden Spielern werden, was der „Gorilla Game“-Investmentstrategie entspricht, die sich auf die Früherkennung von Plattformgewinnern konzentriert. Der Bericht bewirbt einen Sonderbericht, der einen profitablen Anführer in diesem aufkommenden Bereich hervorhebt (kostenlos zugänglich). |
| 24.02.26 14:30:54 |
Anthropic launches new enterprise offerings, raising the heat on software companies |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
Anthropic (ANTH.PVT) on Tuesday unveiled a host of new enterprise capabilities for its Claude AI, less than a month after the company launched plugins for the platform, sending software stocks into a tailspin.
The updated features, Anthropic said, include plugins designed for specific departments within an organization, such as human resources and investment banking; allow customers to create customized plugins tailored to specific company tasks; and connect Claude to existing software, including Google's (GOOG, GOOGL) Drive and Gmail, DocuSign (DOCU), and LegalZoom (LZ).
"We think that the best way to drive enterprise AI adoption is to build dozens, hundreds, or even thousands of these plugins … We think of them almost as mini apps," explained Matt Piccolella, who works on products at Anthropic.
"We think that enterprises will be able to build hundreds of these things and then distribute them to their employees," he added. "So whether it's each department wanting its own plugin, whether it's different kinds of workflows or different things that companies are doing, they can build plugins for those that are custom to their company."
Piccolella said Anthropic is also offering a marketplace for enterprises to host their own plugins that employees and teams can use to find the right plugins for their teams and needs.
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Anthropic's deeper push into the enterprise space is sure to amplify fears on Wall Street that the company's products will eventually displace existing software companies.
The thinking is that Anthropic, OpenAI (OPAI.PVT), and other AI companies will either build their own software to rival offerings from established software firms or allow businesses to easily develop custom in-house software. Either scenario could spell trouble for software companies.
Anthropic isn't the only AI company looking to move into the enterprise software space. OpenAI launched its Frontier platform earlier this month, enabling users to build and launch AI agents that work with a company's existing software services.
The announcements have put enormous pressure on shares of enterprise software developers. ServiceNow (NOW) stock is off more than 23% since Anthropic initially announced Claude Cowork on Jan. 30. Salesforce (CRM) is down 22%, Snowflake (SNOW) has dropped 20%, Intuit (INTU) has fallen 33%, and Thomson Reuters (TRI) has declined a whopping 31%.Anthropic CEO Dario Amodei at the Code with Claude developer conference on May 22, 2025, in San Francisco. (Don Feria/AP Content Services for Anthropic)·ASSOCIATED PRESS
Anthropic's moves aren't just rocking software companies. On Feb. 20, the AI firm announced Claude Code Security, which it said "scans codebases for security vulnerabilities and suggests targeted software patches for human review."
Story Continues
The news sent cybersecurity stocks lower, with CrowdStrike (CRWD) and Zscaler (ZS) falling 7.2% and 7.1%, respectively, as of Monday's close. Palo Alto Networks (PANW), meanwhile, dropped 2.6%.
But predictions that AI companies will decimate software companies may not come to pass.
Analysts say open-source software that companies can use to build their own custom enterprise offerings has been available for decades, yet the market for third-party software has only expanded in that time.
They also cast doubt on AI companies' ability to steal market share from dedicated enterprise software companies that are purpose-built for certain tasks.Sign up for Yahoo Finance's Week in Tech newsletter.·yahoofinance
Email Daniel Howley at dhowley@yahoofinance.com. Follow him on Twitter at @DanielHowley.
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| 24.02.26 11:11:06 |
Cybersecurity Stocks Sink After Anthropic Unveils Game-Changing AI Tool |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
This article first appeared on GuruFocus.
Shares of CrowdStrike (NASDAQ:CRWD), Zscaler (NASDAQ:ZS), and Cloudflare (NYSE:NET) fell Monday after investors reacted to a new artificial intelligence-driven cybersecurity capability introduced by AI startup Anthropic.
CrowdStrike dropped about 10%, while Zscaler and Cloudflare also declined by nearly the same margin. The iShares Cybersecurity and Tech ETF fell about 5%, and the Global X Cybersecurity ETF touched its lowest level since November 2023 as traders assessed potential competitive risks tied to the new technology.
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Anthropic's newly introduced Claude Code Security tool, currently in a limited research preview, uses artificial intelligence to scan software code, identify vulnerabilities, and recommend fixes for engineers. The development raised concerns that automated AI systems could handle portions of cybersecurity work traditionally performed by established security platforms.
CrowdStrike Chief Executive George Kurtz said the company does not expect the tool to replace its Falcon platform. Meanwhile, Wedbush analyst Daniel Ives said AI adoption may expand cybersecurity spending over time, noting that growing digital risks could increase demand for advanced protection tools as enterprises integrate artificial intelligence across operations.
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