Cybersecurity Stocks Soar Amid Mounting Concern Over AI Hacks – The Daily Upside

Both OpenAI’s Sam Altman and Anthropic’s Dario Amodei urged the United Nations Security Council this week to adopt new AI safety standards.
Brian Boyle
brian@thedailyupside.com
Cyber-intrusive AI agents are kinda like ants in the kitchen. If you notice one or two, it’s likely they’re all over the place. On Thursday, the Australian government confirmed that a rogue OpenAI agent breached a government health portal in June, in one of several new instances of virtual breaking and entering discovered by nonprofit AI research lab Transluce this week.
As policymakers debate the case for sweeping new AI guardrails, the world isn’t waiting. It’s making a beeline for the cybersecurity industry’s services.
Case in point: A Goldman Sachs basket of marquee cybersecurity stocks has roughly doubled in value since early April, when Anthropic tapped the brakes on its hacktastic Mythos model. In a note to clients last week, Bank of America analysts called cybersecurity a “mega-theme and enabler of the AI era.” In CrowdStrike’s most recent earnings report late last month, which featured a better-than-expected revenue forecast, CEO George Kurtz called the AI boom “the largest market opportunity in our history.”
Capturing that value, however, may require hitting a moving target:
Island Fever: Cybersecurity startups are riding the wave as well. Data security company Cyera raised $400 million this week in a Series G extension led by Goldman Sachs. On Thursday, startup Island said it had raised the same amount at a $6.4 billion valuation, and said its annual recurring revenue has doubled every year since 2022.
Muse’s app has racked up 2.5 million downloads since its September 8 debut, according to Sensor Tower data.
Alibaba says it plans to operate more than 20 gigawatts of data center capacity by 2032, roughly equivalent to China’s total capacity today.
Shares of Meta, meanwhile, also 11% on Monday while its Muse AI was the top downloaded mobile app in the US.
The White House is reportedly considering holding artificial intelligence-focused sideline meetings during the summit.
The federal government handed IBM $1 billion last week to help the build the first pure play quantum wafer foundry in the US.
JPMorgan analysts recently estimated that robots ready to speed up the supply chain will cost about $120,000 each.
That’s good news for Robinhood, which offers tokenized stocks overseas and whose own stocks climbed 5% on Thursday. 
Intel is chatting with SK Hynix, Reuters reported, to forge a deal that would see the latter make memory chips in the US for the first time.
If passed, the more-than-600 page Clarity Act would split crypto oversight authority between the SEC and the CFTC.
The Altera debut will add to more than $160 billion raised for US IPOs so far this year excluding SPAC launches, according to Bloomberg data.
Anthropic’s S-1 filing with the SEC is expected to be released publicly in the coming days or weeks, and it will likely face new scrutiny.
Morgan Stanley’s determination that Meta may win a large piece of the $30 trillion consumer AI pie buoys a firm viewed as an AI also-ran.
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