Cybersecurity Stocks Plunge 4-9% on Claude Mythos Fears: CrowdStrike -7%, Palo Alto -6%, Tenable -9%

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CrowdStrike dropped 7%, Palo Alto Networks declined 6%, Okta and Netskope each fell 7%+, SentinelOne tumbled 6%, and Tenable plummeted 9% after the Claude Mythos leak revealed unprecedented AI cyber capabilities. The iShares Cybersecurity ETF lost 4.5% in a single session. Markets are pricing in the possibility that AI-powered vulnerability discovery could fundamentally outpace the cybersecurity industry's ability to defend — the first time an AI model leak has directly moved an entire market sector.