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Anthropic delays Mythos over security; Palo Alto shares surge

4/27/2026

33 4 Full Breakdown

Summary

Story summary

Anthropic delayed the U.S. launch of Claude Mythos over security concerns, saying the model can detect and exploit hidden code vulnerabilities.
Palo Alto Networks’ Project Glasswing uses Mythos to patch OS and browser flaws, lifting shares 3.08% to $178.54 and giving a $146 billion market cap.
At Q2 end, Palo Alto reported 1,550 platform customers (up 35% YoY) with 119% revenue retention, its stock trading at 13× sales and 49× earnings.

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Story summary

Anthropic delayed the U.S. launch of Claude Mythos over security concerns, saying the model can detect and exploit hidden code vulnerabilities.
Palo Alto Networks’ Project Glasswing uses Mythos to patch OS and browser flaws, lifting shares 3.08% to $178.54 and giving a $146 billion market cap.
At Q2 end, Palo Alto reported 1,550 platform customers (up 35% YoY) with 119% revenue retention, its stock trading at 13× sales and 49× earnings.