Anthropic’s Claude Code Security launch sent CrowdStrike, Cloudflare, Zscaler, and Palo Alto stocks sliding, erasing over $15 billion in market value in a single session.
Anthropic launched Claude Code Security this week. The market’s reaction was immediate and brutal for the cybersecurity sector.
According to BullTheory on X, a single announcement wiped over $15 billion from cybersecurity stocks. CrowdStrike fell 7.95%. Cloudflare dropped 8.05%. Zscaler shed 5.47%. Palo Alto Networks slid 1.52%.
That kind of damage, in one session, from one product launch.
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AI Reads Code the Way Humans Do
The @claudeai account on X confirmed the tool is now in a limited research preview. Claude Code Security scans codebases for vulnerabilities, suggests targeted patches for human review, and catches issues traditional tools miss. It is built into Claude Code on the web.
Claude Code Security does not match code against known patterns the way static analysis tools do. It reads and reasons about code. Traces data flows. Understands how components interact. That is the distinction Anthropic is drawing against existing players in the market.
Security teams today face a familiar problem. Too many vulnerabilities, not enough people. Rule-based tools catch exposed passwords and outdated encryption. They miss the subtle stuff. Business logic flaws, broken access controls. Those are the vulnerabilities attackers actually exploit, according to the official Anthropic announcement.
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500 Vulnerabilities Found. Decades Undetected.
Anthropic’s Frontier Red Team has been running Claude through competitive Capture-the-Flag events. They partnered with Pacific Northwest National Laboratory on AI-based critical infrastructure defense. And using Claude Opus 4.6, released earlier this month, the team found over 500 vulnerabilities in production open-source codebases. Bugs that had gone undetected for years, sometimes decades, of expert review.
That is the number investors in $CRWD and $NET were staring at.
Every validated finding reaches analysts through a multi-stage verification process. Claude re-examines each result. Tries to disprove its own findings. Filters false positives. It assigns severity ratings so teams can prioritize. Nothing gets applied without human sign-off. Developers always make the final call.
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The Market Priced in Disruption Fast
As BullTheory noted on X, $15 billion was erased across CrowdStrike, Cloudflare, Zscaler, and Palo Alto. That is not noise. That is the market deciding AI-native security tools could eat into revenue streams these companies have built over the years.
Anthropic currently offers Claude Code Security to Enterprise and Team customers. Open-source maintainers can apply for free, expedited access. The company is calling this a limited research preview, a deliberate rollout while they refine the tool’s capabilities.
The road ahead, as Anthropic frames it, involves AI scanning a significant share of the world’s code. Attackers will use these same capabilities to find exploitable weaknesses faster. Defenders who move first, patch first. That is the logic behind Claude Code Security, and it is exactly the logic that spooked the market.
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Anthropic also confirmed it uses Claude to review its own internal code and found it effective at securing their systems. Building this out for broader deployment, they say, is the next step.
Teams can review findings and iterate on patches directly within Claude Code. No switching tools. That integration detail was not lost on analysts watching $PANW and $ZS slide.
