Anthropic's Claude Code Security Triggers Cybersecurity Stock Selloff

Anthropic unveiled Claude Code Security, an AI-powered feature integrated into Claude Code that autonomously scans codebases for vulnerabilities and suggests patches, with human-in-the-loop approval. In internal tests it uncovered hundreds of high-severity vulnerabilities in open-source code, triggering a sector-wide selloff in cybersecurity stocks (e.g., JFrog ~25%, CrowdStrike ~8%, Okta ~9%, Cloudflare ~8%). Barclays argued the drop is overblown; Anthropic says the tool is a force multiplier for defenders, not a replacement for security teams, and is offering expedited access to open-source maintainers.