According to Huoxing Finance, on September 15, after Anthropic CEO Dario Amodei warned that the rapid development of AI and recursive self-improvement could pose risks of loss of control, U.S. semiconductor stocks generally came under pressure, while cybersecurity software stocks rose collectively. According to BIT (bit.com) market data, CrowdStrike closed up 13.85%, setting a new all-time high, Palo Alto Networks rose 13.09%, and Fortinet gained 9.04%. Market participants believe that, amid growing skepticism about AI compute investments, capital is shifting toward security software; regardless of the pace of AI development, enterprises still need to protect, govern, and monitor AI agents. Evercore ISI analyst Kirk Materne noted that demand for identity management, data governance, observability, and runtime security is expected to rise, with Okta, SailPoint, Palo Alto Networks, and CrowdStrike likely to benefit first. Jefferies analyst Joseph Gallo added that AI agent security remains in its early stages, and meaningful revenue contributions are unlikely to materialize until 2027 or later.
Cybersecurity stocks rise as chip stocks fall amid concerns over AI risks
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Summary
On September 15, U.S. chip stocks declined while cybersecurity software shares rose, reflecting a shift in risk appetite. CrowdStrike climbed 13.85% to a record close, with Palo Alto Networks and Fortinet up 13.09% and 9.04%, respectively. Analysts cite growing concerns over AI risks, with Evercore ISI’s Kirk Materne noting increased demand for identity and runtime security. Jefferies’ Joseph Gallo stated that AI agent security is still in its early stages, with meaningful revenue likely to emerge after 2027. The Fear & Greed Index indicates capital is flowing into defensive technology sectors.
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