Cybersecurity stocks including CrowdStrike 
CRWD, Palo Alto Networks 
PANW, Zscaler 
ZS, and Fortinet 
FTNT are trading lower as investors react to details of Anthropic’s next-generation Mythos model, described as a step change in capabilities and far ahead of any other AI model in cyber capabilities.
The leaked draft indicates the model achieves dramatically higher performance across coding, reasoning, and cybersecurity tasks compared to existing systems, raising concerns that AI-assisted offensive capabilities are advancing faster than current defenses.
That matters because the documents explicitly warn that future models could exploit vulnerabilities faster than defenders can respond. Anthropic is already limiting early access to organizations focused on cyber defense, indicating the risk is immediate rather than theoretical.
Investors are increasingly questioning how traditional cybersecurity platforms adapt if attack capabilities accelerate at this pace. CrowdStrike shares are down 6.15% intraday, while Palo Alto Networks is down 7.09%, Zscaler 6.73%, and Fortinet 4.12%.
