Cybersecurity stocks rally on AI safety warnings; Palo Alto up about 11%

On Monday, September 14, 2026 cybersecurity stocks jumped after Anthropic CEO Dario Amodei called for slower AI capability gains, and OpenAI CEO Sam Altman said he agreed. Investors reasoned that a more dangerous threat environment would expand security spending, and money moved out of AI chip stocks into security names. Palo Alto Networks was up about 11% at midday at $366.40, one of the biggest moves of the period.

• Palo Alto Networks up about 11% at midday to $366.40
• CrowdStrike and Zscaler were also up about 12% at midday
• Trigger: weekend AI safety warnings from Anthropic and OpenAI CEOs
• Chip stocks fell as investors shifted toward security names