CrowdStrike Holdings, Inc.

Palo Alto Networks, Inc.

Anthropic's new AI model has brought attention to the sector with CrowdStrike leading the way

Mizuho raised CrowdStrike's rating due to cybersecurity threats. What does this have to do with Mythos?

On April 23, the value of Anthropic <a href="https://oninvest.com/article/polnaa-dic-vnebirzevaa-ocenka-anthropic-vzletela-do-1-trln-vyse-cem-u-openai">soared</a> to $1 trillion in OTC trading on Forge Global, exceeding the valuation of its main competitor, OpenAI. In his column for Oninvest, Askar Akhmedov, Investment Director at Atlas Capital, writes how the release of the new Mythos model influenced this development

Anthropic's OTC valuation hits $1 trillion: why investors are betting on Mythos ahead of its IPO

In early April 2026, Anthropic <a href="https://red.anthropic.com/2026/mythos-preview/">announced</a> that it had created a new Mythos Preview AI, a model so powerful and dangerous that <a href="https://www.bbc.co.uk/news/articles/crk1py1jgzko">it could not be released publicly</a>. Just a week later, rival OpenAI <a href="https://openai.com/index/scaling-trusted-access-for-cyber-defense/">announced</a> its own "too dangerous for everyone" model. Are we really on the threshold of a new era, or is this just a skillful "warming up" of the public before the IPO, which both companies, as previously <a href="https://oninvest.com/article/den-gi-lubat-tisinu-kak-claude-obosel-chatgpt-v-korporativnom-segmente">reported,</a> are going to this year?

"Too dangerous" AI: what's going on with Anthropic and OpenAI's new models

Meta Platforms, Inc.

SpaceX posted a loss of about $5 billion before its IPO due to xAI investments and integration, but expects a valuation of over $1.75 trillion and the development of orbital data centers for AI. Anthropic, amid a shortage of computing power, is exploring building its own chips while growing revenue to more than $30 billion and strengthening partnerships with Google and Broadcom. These and other topics are covered in our roundup of key events for the morning of April 10.

Main by morning: Anthropic decided to create chips, US fears cyber risks of AI models

Zscaler, Inc.

Cloudflare, Inc.

Shares of cybersecurity companies fell in trading on March 27 - after Fortune magazine <a href="https://fortune.com/2026/03/26/anthropic-says-testing-mythos-powerful-new-ai-model-after-data-leak-reveals-its-existence-step-change-in-capabilities/">published an</a> article stating that a new AI model currently being tested by Anthropic could be used by hackers to bypass existing cyber defenses, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-27/cyber-stocks-sink-on-report-anthropic-model-poses-security-risks">writes.</a>

Leaks about threats to Anthropic's new AI model have brought down cybersecurity stocks

CONTEMPORARY AMPEREX TECHNOLOGY

Freeport-McMoRan Inc.

Spring <a href="https://oninvest.com/article/na-uoll-strit-paniceskaa-rasprodaza-indeks-straha-vyse-20-punktov-onlajn">began</a> for markets around the world with a fall due to the war in the Middle East. Even shares of defense companies were falling. Oninvest asked Halyk Finance portfolio manager Igor Savchenko shortly before the start of the US-Israeli military operation against Iran where to invest $10,000 in March. In his opinion, the list of eternal values includes batteries, copper and cyber security.

Where to invest $10,000 when there's a war on? Three ideas for March

Okta, Inc.

Experts see the current sell-off in cybersecurity stocks as excessive

Just a panic? Why Wall Street doesn't believe in cybersecurity collapse due to AI

Dan Ives named his favorites in the cybersecurity sector for 2026

Wedbush bets on 3 cybersecurity stocks. Why should the AI boom spur them on?

Alphabet Inc.

Reuters calls the agreement "the biggest for Google Cloud in security services"

$10 billion deal: Google Cloud teams up with Palo Alto's AI security service

ServiceNow, Inc.

China's retail sales growth posted its worst gain on record, barring the Covid-19 pandemic period. HBM Healthcare InvestmentsBank of Japan is preparing to start selling off JPY83 trillion worth of ETFs. AI solutions developer ServiceNow is in talks to buy cybersecurity startup Armis for $7 billion. These and other topics are covered in our review of key events for the morning of December 15.

Highlights for the morning: copper outlook, Japan's central bank prepares ETF sell-off and $7 bln deal

secunet Security Networks Aktiengesellschaft

Mobilicom Limited

Allot Ltd.

In 2025, cybersecurity remains one of the most dynamic areas of high tech. Insight Partners <a href="https://www.theinsightpartners.com/reports/cyber-security-market#:~:text=The%2520Cybersecurity%2520Market%2520size%2520is%2520projected%2520to%2520reach%2520US%2524%2520228.33%2520billion%2520in%25202024%2520and%2520is%2520projected%2520to%2520reach%2520US%2524%2520552.35%2520billion%2520by%25202031%253B%2520it%2520is%2520expected%2520to%2520register%2520a%2520CAGR%2520of%252013.8%2525%2520during%25202025%25E2%2580%25932031.">estimates</a>&nbsp;that the market for data and network security solutions will almost double between 2024 and 2031 to reach $552.4 billion. Growth in the sector is being driven by increasing cyberattacks, more stringent data-processing requirements, the shift to cloud services, and the rapid adoption of AI.

With cyberattacks and AI crime on the rise, these small caps are poised to benefit

Palo Alto's value collapsed to a three-month low