Cybersecurity stocks plunge as Anthropic's 'Claude Mythos' leak sparks AI fear

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Morgan Stanley sees a buying opportunity in this cyber stock

March 30, 2026 6:00 PM EDT

Morgan Stanley sees a compelling entry point in one big-name cybersecurity firm after its recent sell-off, arguing that the market is underestimating the strength of the companys AI-driven platform.

Analyst Meta Marshall told clients in a note that meetings with Palo Alto Networks (NASDAQ: PANW) at RSA reinforced reasons for being OW, namely, the power... More