Cybersecurity's Anthropic Headwind - This Makes No Sense
Source: SeekingAlpha
2026-02-22 05:41:29 ET
Introduction & Investment Thesis
Just when we thought that the cybersecurity industry, measured by the Global X Cybersecurity ETF ( BUG ), was better positioned than generic Enterprise SaaS companies in the Agentic AI era, the whole industry was hit by a rock when Anthropic (ANTHRO) announced Claude Code Security yesterday, sending the ETF down 5% as well as several stocks within that dropped even lower, such as CrowdStrike ( CRWD ), Cloudflare ( NET ), Rubrik ( RBRK ), and Zscaler ( ZS )....
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Cybersecurity's Anthropic Headwind - This Makes No Sense
Global X The Global X Cybersecurity ETF
NASDAQ: BUG
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