AI cybersecurity stocks swing as earnings roll in; Palo Alto Networks seen in context of CrowdStrike/AI growth in cyber defense. Background: US-based, Santa Clara; core platform with firewalls and cloud security.
Anthropic has released the Mythos model to a limited group of firms under Project Glasswing and has warned it can find thousands of software vulnerabilities faster than humans. Regulators and finance leaders in the US, UK, EU and Canada have convened urgent meetings, wargames and briefings to assess risks and coordinate defensive access and rules.
US markets rally as the Dow climbs, but chipmakers drop after earnings; CrowdStrike and Broadcom move markets with mixed results as AI momentum faces a pullback.