Anthropic’s AI Jolt: Why Cybersecurity Stocks Are Suddenly on the Defensive

Investors already shaken by a broad market selloff just watched another supposed “safe” corner of tech—cybersecurity—get hit hard. The latest slide came after worries that Anthropic’s fast‑improving Claude AI could change who actually makes money from digital security, on top of a Nasdaq correction and pressure on mega‑cap tech. Yet names like Arm and Unity are rising on company‑specific AI stories, showing that the same force spooking some stocks is powering others—and that picking the right side of AI disruption now matters more than owning “tech” in general.