CrowdStrike, Okta lead cyber selloff after Anthropic’s Claude update

Cybersecurity stocks were hit hard on Friday as investors digested a new move from Anthropic that pushes Claude further into a job long dominated by specialist security software. CrowdStrike and Okta led the decline, with other cybersecurity names moving lower as investors weighed recurring strategic questions. The answer is showing up in prices with​ CrowdStrike slipping as much as 6.5%, Cloudflare dropping more than 6%, Okta plunging 5.7%, Zscaler falling 3.5% and SailPoint shedding 6.8%. The Global X Cybersecurity ETF declined as much as 3.8%, extending its year-to-date loss to 14%.​ Why Claude spooked the market Anthropic said its new capability, “Claude Code Security,” scans codebases for security vulnerabilities and suggests targeted software patches for human review, and it is…