U.S. cybersecurity stocks rose against the broader market trend,$CrowdStrike (CRWD.US)$up over 7%,$Zscaler (ZS.US)$、$Palo Alto Networks (PANW.US)$up over 5%,$Fortinet (FTNT.US)$, Okta,$Cloudflare (NET.US)$rising more than 3%.
In terms of news flow, as market concerns over artificial intelligence security continue to intensify, the cybersecurity sector has emerged as a potential beneficiary. Within just two days, Dario Amodei, CEO of Anthropic, and Sam Altman, CEO of OpenAI, issued warnings regarding the powerful technology they are leading and iteratively developing with top-tier R&D teams, sending shockwaves through the tech industry.
Amodei wrote in his personal blog on Saturday: "Over the past few months, I have become increasingly convinced that addressing various risks requires a higher degree of prudence. It is not only about investing in risk prevention but also about managing the pace of AI capability iteration to buy time for risk control measures to catch up. We must slow down the rate at which AI models improve their capabilities. While overall technology will continue to develop rapidly, we must make good use of the time gained."
Following the publication of the blog post, Altman immediately expressed agreement with his competitor's viewpoint. In the early hours of Monday, he posted another pessimistic message on the X platform.
At 12:57 a.m. Eastern Time, Altman posted on X: “There are two catastrophic trajectories in the development of artificial intelligence that must be avoided. First, we risk losing control over the future to AI. This is unacceptable. We stand firmly on the side of humanity; AI must always serve human interests. To achieve this, the development of alignment and safety technologies must outpace the iterative advancement of model capabilities.”
He continued: “The second risk is the excessive concentration of power globally. If an individual or a single corporation wields highly capable AI and imposes its worldview on everyone, it could ultimately lead to an extreme dystopian outcome. Avoiding these two threats requires navigating a narrow middle path. For instance, scenarios where a single country accumulates disproportionate power or a single laboratory holds excessive influence fall within this category of risk.”