Datadog

Company DDOG

Last mentioned: 4h ago

Stories mentioning Datadog 2

Markets Bearish

Anthropic’s Claude Code Launch Triggers Sell-Off in Cybersecurity Stocks

Major cybersecurity stocks including CrowdStrike and Datadog experienced a sharp decline following Anthropic's launch of Claude Code, a new AI tool capable of autonomous security remediation. The market reaction underscores growing investor anxiety regarding the potential for generative AI agents to disrupt traditional endpoint security and observability business models.

2 sources
Markets Bearish

Cybersecurity Stocks Slump as Anthropic’s AI Tool Sparks Market Panic

Major cybersecurity firms including CrowdStrike and Datadog saw double-digit share price declines following the launch of Anthropic’s Claude Code Security tool. While the market fears AI displacement, analysts suggest the selloff is an overreaction to a tool focused on code vulnerabilities rather than real-time threat detection.

2 sources