Anthropic's Claude Code Security tool finds 500+ hidden vulnerabilities, triggering a 5-7% selloff in CrowdStrike, Cloudflare, and peer cyber stocks.

Anthropic Unleashes AI Security Tool, Cyber Stocks Crater Up to 7%

CrowdStrike acquires SGNL for $740M and Seraphic for $420M in one week. CEO Kurtz bets identity and browser are the new security perimeter.

CrowdStrike Spends $1.16 Billion in One Week to Secure Identity and Browser