SentinelOne and Varonis Systems Stocks Plunge Amid AI Threat to Endpoint Security

SentinelOne and Varonis Systems stocks fell 8.8% and 6.9%, respectively, amid concerns over reduced demand in the endpoint security market due to the emergence of AI agents controlling computers. Anthropic's Claude AI assistant can now complete tasks by imitating human keystrokes and mouse movements, disrupting the traditional endpoint protection model. Databricks' move into the space with LakeWatch also contributed to the pressure.