Akcie CrowdStrike zasaženy šokem z „Claude Code Security“ od Anthropic — co sledovat před pondělím
CrowdStrike shares fell 7.9% to $388.60 Friday after Anthropic launched its AI code security tool, triggering a broader drop in cybersecurity stocks. Traders cited concerns that new AI products could disrupt software subscription models. Investors now await CrowdStrike’s March 3 earnings for signals on demand and AI-driven competition.