
Charles Payne asks Gil Luria about the recent downturn in cybersecurity stocks. Gil explains that the market is "jittery" and selling off prematurely. He clarifies that Anthropic's new AI model was presented as a *cybersecurity threat*, not a solution, meaning companies will need *more* robust cybersecurity, not less. The market misinterpreted this as AI replacing cybersecurity, leading to the sell-off.