Top AI-Powered Cybersecurity Stocks Gain On Anthropic's Glasswing

“We’re announcing Project Glasswing1, a new initiative that brings together Amazon Web Services, Anthropic, Apple, Broadcom, Cisco, CrowdStrike, Google, JPMorganChase, the Linux Foundation, Microsoft, NVIDIA, and Palo Alto Networks in an effort to secure the world’s most critical software.”

“We formed Project Glasswing because of capabilities we’ve observed in a new frontier model trained by Anthropic that we believe could reshape cybersecurity. Claude Mythos2 Preview is a general-purpose, unreleased frontier model that reveals a stark fact: AI models have reached a level of coding capability where they can surpass all but the most skilled humans at finding and exploiting software vulnerabilities.”

High performers Cloudflare (NYSE: NET), Zscaler (NASDAQ: ZS), and CrowdStrike (NASDAQ: CRWD). saw gains yesterday following the news and are rising in this morning’s sessions. Crowdstrike closed yesterday at $423.23 +24.62 (+6.18%) and is trading at $440.07

+16.84 (+3.98%) as the market opens.

Anthropic says, “We have already seen the serious consequences of cyberattacks for important corporate networks, healthcare systems, energy infrastructure, transport hubs, and the information security of government agencies across the world. On the global stage, state-sponsored attacks from actors like China, Iran, North Korea, and Russia have threatened to compromise the infrastructure that underpins both civilian life and military readiness. Even smaller-scale attacks, such as those where individual hospitals or schools are targeted, can still inflict substantial economic damage, expose sensitive data, and even put lives at risk. The current global financial costs of cybercrime are challenging to estimate but might be around $500B every year.”

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