PANW, CRWD, NET: Here’s Why Cybersecurity Stocks Sank on 4/9/26
Story Highlights
- Cybersecurity stocks fell on renewed AI jitters and Zscaler worries
- Analysts are upbeat on what Anthropic’s new initiatives mean for cybersecurity companies
Cybersecurity stocks came under pressure again on Thursday amid renewed AI jitters, after notable gains on Wednesday following Anthropic’s debut of Project Glasswing, the AI startup’s defensive cybersecurity initiative. This came despite analysts’ bullish view of the initiative, even as BTIG flagged future demand concerns about industry peer Zscaler ZS -11.33% ▼ .
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