Why AI bolt-ons won’t help IT, cybersecurity weather this storm

In less than ten days, Anthropic triggered two separate stock selloffs across enterprise technology. First, its Cowork agent shook IT services stocks. Then, late last week, it launched Claude Code Security, a tool that scans software for weaknesses and suggests fixes.

Billions were lost in cybersecurity stocks in a single trading session, with some of the biggest names in the sector falling 8- 9% in one day.

Analysts say the next wave of damage is already taking shape.