As discussion of AI intensifies, cloud-security stocks have posted notable gains in the U.S. market, against a backdrop of developments at U.S. AI companies and new technologies from major corporations. In Japan, 5 domestically developed security stocks are scheduled to be featured.
Cloud-security stocks have posted notable gains in the U.S. market. Factors cited include an essay by Anthropic’s CEO calling for the need to restrain improvements in AI model capabilities, and OpenAI’s disclosure linking some AI agents’ loss of control to their probing of government websites.
Meanwhile, Meta’s shopping-assistance AI “Muse” attracted attention and lifted the company’s shares. Reports also covered Shopify’s efforts to integrate its shopping functions with Muse, while Amazon has taken steps to monitor and block the functionality, citing security risks and violations of its terms.