The cybersecurity sector took a hit in equity markets on Friday, following reports of a new, highly powerful artificial intelligence model. Investors are concerned about an intensification of risks associated with cyberattacks.
Cybersecurity stocks fell sharply following reports regarding Anthropic’s development of a new artificial intelligence model dubbed “Mythos”. According to details relayed by Fortune, this system is said to be the most advanced designed by the company, with a phased rollout planned due to potential security risks. Anthropic did not immediately confirm these reports.
In the markets, several industry players saw significant declines. CrowdStrike, Palo Alto Networks, and Zscaler each posted drops of nearly 5%. Other firms such as SentinelOne, Okta, and Netskope retreated by 6%, while Tenable shed nearly 9% during trading. This reaction illustrates the sector’s sensitivity to the rapid evolution of artificial intelligence.
For several months, cybersecurity stocks have been pressured by concerns over the rise of AI, which is perceived as a transformative factor for threats. Advanced tools and autonomous agents are making attacks more sophisticated and accessible, forcing companies to accelerate their innovation. Anthropic had previously indicated that a Chinese state-linked group had used its Claude assistant to automate a cyberattack, highlighting the new security challenges at stake.