US Stock Market Move | In the stock market, the application software company Fastly (FSLY.US) continues to fall, dropping more than 18%.

On Friday, shares of application software companies continued to decline, with Fastly (FSLY.US) falling over 18%, Cloudflare (NET.US) falling over 13%, Snowflake (SNOW.US) and ServiceNow (NOW.US) falling over 6%, Palantir (PLTR.US) falling over 4%, and Salesforce, Inc. (CRM.US) falling nearly 3%. On the news front, artificial intelligence company Anthropic released its latest AI model, Mythos, which is said to be able to identify and exploit vulnerabilities in mainstream operating systems and web browsers, posing a major threat to network security. Anthropic subsequently joined forces with tech giants such as Amazon.com, Inc., Apple Inc., Microsoft Corporation, and Cisco Systems, Inc. to establish an industry collaboration project called "Project Glasswing," aimed at utilizing its AI model for vulnerability scanning and patching in critical software infrastructure. Analysts point out that the market is concerned that the business model of traditional network security service providers, represented by Cloudflare, may be impacted. If AI models are able to autonomously and instantly defend and patch vulnerabilities, companies that provide traditional reactive monitoring and protection services will face questioning of their commercial value.