Cybersecurity-related stocks in the United States fell across the board before the market open after information leaked about a new AI model Anthropic is developing.

On March 27, financial information media outlet Zerohedge reported CrowdStrike fell 6.0 percent, Palo Alto Networks 4.6 percent, Zscaler 4.7 percent, Fortinet 4.0 percent, Okta 4.26 percent and Cloudflare 3.9 percent. The Global X Cybersecurity ETF also fell 2.7 percent.

The declines in security stocks stemmed from concern that tools provided by AI companies could erode demand for products from existing security vendors. The view is that if AI companies such as Anthropic and OpenAI eat into the market, existing firms could face pressure on growth, profitability and pricing power.

It was previously reported that Anthropic is developing a new AI model with sharply improved performance compared with its existing models and has begun testing it with some customers.

According to the report, the new model scored much higher than the current top model, Claude Opus 4.6, in multiple evaluations including software coding, academic reasoning and cybersecurity.

ㆍ"Anthropic testing new AI model 'Claude Mythos'...performance on a different level"