What is Claude Code Security?
The new capability, part of Claude Code, is currently available in a limited research preview. It enables teams to scan large codebases for hidden security issues that traditional methods often miss and suggests targeted software patches. Anthropic expects AI-driven scanning to become a standard approach for securing code worldwide, given AI’s growing efficiency in identifying vulnerabilities.
Impact on Cybersecurity Stocks
Following the announcement, shares of major cybersecurity companies experienced steep declines. Crowdstrike fell 8%, Cloudflare declined 8.1%, Zscaler dropped 5.5%, Rubrik fell over 7%, SailPoint shed 9.4%, and Okta lost 9.2%. Investors are concerned that AI-driven tools could reduce demand for legacy cybersecurity software, pressuring growth and margins.
AI as Both Threat and Defense
Anthropic’s blog post highlighted the dual role of AI in cybersecurity: while attackers can exploit AI to find vulnerabilities faster, defenders using AI can detect and patch weaknesses more efficiently. Competitors like OpenAI and Alphabet have also introduced AI tools for code security, intensifying pressure on traditional security vendors. Analysts suggest the rise of AI-generated “vibe code” could further reduce reliance on legacy software solutions.
The market volatility underscores how quickly companies can be perceived as “AI winners” or “AI losers.” Stocks like Cloudflare, which had surged in January 2026 due to adoption of open-sourced AI assistants, experienced rapid downward corrections as investor sentiment shifted.
