The cybersecurity sector is facing a sharp sentiment reset in 2026, with leading platforms like Palo Alto Networks (PANW) caught in a broader selloff driven by investor concerns that next-generation artificial intelligence (AI) could both disrupt traditional security models and compress long-term margins. Yet, just as the narrative turned cautious, a new catalyst emerged, with Anthropic’s launch of Project Glasswing, a high-profile collaboration that includes Palo Alto alongside major technology leaders to ...