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Anthropic's Claude Code Security Release Is Not Bad News for Cyber Companies

Malik Ahmed Khan

Feb 22, 2026

On Feb. 20, Anthropic released a vulnerability-scanning tool aimed at security applications, leading to an average drawdown of over 5% across our cybersecurity coverage as investors worry that Anthropic and other artificial intelligence labs could replace cybersecurity functions within companies.

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Anthropic's Claude Code Security Release Is Not Bad News for Cyber Companies

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