Tech billionaire Shlomo Kramer: the cyber selloff proved that Wall Street can’t price tech anymore

Tech billionaire Shlomo Kramer: the cyber selloff proved that Wall Street can’t price tech anymore

The market reaction to Claude Code Security only makes sense if you assume that "AI" and "cybersecurity" are interchangeable labels.

On February 20, Anthropic released Claude Code Security, a new AI-powered code-scanning tool. By the end of the trading day, billions had disappeared from cybersecurity stocks. CrowdStrike dropped 10… [+5947 chars]

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Tech billionaire Shlomo Kramer: the cyber selloff proved that Wall Street can’t price tech anymore - FHMnews