Last Week in Investing

1️⃣ AI Moves Into Cybersecurity — Software Stocks React

After Anthropic previewed its “Claude Code Security” tools, cybersecurity and developer-tool stocks fell sharply.

• JFrog plunged nearly 25%

• GitLab dropped over 8%

• Cyber names like CrowdStrike and Palo Alto Networks also retreated

The fear?

Large language model (LLM) providers like Anthropic and OpenAI could compete for cybersecurity budgets.

What investors are debating:

• Is this real revenue disruption?

• Or is the market extrapolating too far, too fast?

Some analysts argue layered enterprise security models won’t disappear overnight.

But the broader concern remains: AI may compress margins across traditional software.

2️⃣ Tariff Tensions Escalate Again

Donald Trump announced an increase in global tariffs to 15%, one day after the Supreme Court of the United States struck down a previous tariff framework.

Markets initially rallied on the court ruling then volatility returned after the new tariff announcement.

Why it matters:

• Trade uncertainty affects supply chains

• Tariffs can pressure corporate margins

• Policy instability increases market risk premium

Investors are now watching whether:

• Tariff escalation continues

• Refund mechanisms unfold

• Inflation expectations shift again

What Investors Are Watching Now

Bullish Factors

• AI productivity gains boosting long-term efficiency

• Court ruling potentially limiting tariff scope

• Selective software names reaching more attractive valuations

Risk Factors

• AI becoming direct competitor to enterprise software

• Prolonged tariff escalation

• Margin compression in tech sectors

Lesson Of The Week

Stocks didn’t fall because earnings collapsed.

They fell because investors repriced future competitive risk and policy uncertainty.

The question isn’t: “Is AI good or bad?”

The question is: “Which companies adapt faster than disruption?”

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