Amid a sharp sell-off in chip stocks, the cybersecurity software sector surged across the board, with CrowdStrike jumping over 13% to a record high.

BlockBeats news, September 15: After Anthropic CEO Dario Amodei warned that AI is developing too quickly and recursive self-improvement could bring risks of losing control, US chip stocks came under broad pressure, while cybersecurity software stocks rallied collectively. According to BIT (bit.com) market data, CrowdStrike closed up 13.85% and set a record closing high, Palo Alto Networks rose 13.09%, and Fortinet rose 9.04%.

Market opinion holds that as AI computing power investment comes under question, capital is shifting toward security software; regardless of whether AI develops quickly or slowly, enterprises still need to protect, govern, and monitor AI agents. Evercore ISI analyst Kirk Materne said demand for identity management, data governance, observability, and runtime security is expected to rise, and Okta, SailPoint, Palo Alto Networks, and CrowdStrike may be among the first to benefit. Jefferies analyst Joseph Gallo believes that AI agent security is still in its early stages, and meaningful performance contribution may not appear until 2027 and beyond.