Cybersecurity stocks declined following the leak of Anthropic's unreleased Claude Mythos AI model, which Anthropic attributed to human error in a content management system misconfiguration unrelated to its AI tools. The incident intensified investor fears that next-generation AI models could autonomously identify vulnerabilities and bypass traditional defenses, potentially reducing reliance on legacy security products from established vendors. Fortinet shares fell 3.62% to $78.10 despite no company-specific news, reflecting sector-wide concerns about AI disruption. Anthropic had previously introduced an AI tool designed to autonomously hunt software vulnerabilities, sparking worries that AI-enabled offerings from emerging players could challenge established security suites deeply embedded in enterprise networks.
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