These Stocks Could Be Vulnerable If Anthropic's Myth…

By Chris Neiger – Apr 27, 2026 at 8:00PM EST

Key Points

Cybersecurity stocks are already down amid concerns about AI.
Bank CEOs and officials from the Federal Reserve and the Treasury Department recently met to discuss the risks of Anthropic’s Mythos.
Cryptocurrency exchanges are always a big target for cybercriminals, and an advanced AI model could make them even bigger targets.

A screen with a warning symbol over the words "System Hacked."

Image source: Getty Images.

Okta and cybersecurity stocks are already reacting

Let’s look at Okta as an example first. The company’s core product is identity and access management (IAM) services that help its customers create a secure hierarchy of who is allowed to access certain files and data, and who isn’t.

The company has more than 20,000 customers, many of which are prominent companies, and its price tumbled after Mythos was first announced. If someone uses Mythos to exploit a security vulnerability after the AI model is officially released, investors would ly respond in the same way they did when it was first announced — by selling off s, causing the price to fall quickly.

Okta wouldn’t be the only cybersecurity stock to drop, but investors may punish it more because it’s a leading IAM company. The company’s price is already down about 24% over the past year, and it’s unly that a major cyberattack using Mythos against any company would help ease investor sentiment in its stock.

Okta Stock Quote

NASDAQ: OKTA

Okta

Today’s Change

(0.21%) $0.16

Current Price

$76.14

Key Data Points

Market Cap

$13B

Day’s Range

$74.69 – $76.56

52wk Range

$62.66 – $127.57

Volume

2.8M

Avg Vol

3.7M

Gross Margin

77.36%

The financial sector could feel the pinch, too

Next up is JPMorgan Chase. As the world’s largest bank by market capitalization, JPMorgan could feel the impact of a financial breach caused by Mythos even if it’s not the one that experiences it.

The bank is clearly taking the potential threats from Mythos seriously, with CEO Jamie Dimon recently saying that the new AI models make cybersecurity “worse” and that Mythos revealed that “a lot more vulnerabilities need to be fixed.”

The bank also released its own paper highlighting Mythos’ capabilities and dangers, and included one unnerving quote from Sam Bowman, an engineer at Anthropic: “Working with this model has been a wild ride. We’ve come a long way on safety but we still expect the next capability jump of this scale to be a huge challenge.”

Not exactly reassuring, to say the least. JPMorgan and other bank stocks obviously have a lot at risk, and the fact that the U.S. Treasury Department and Federal Reserve recently met with the CEOs of nearly all major U.S. banks to discuss Mythos indicates just how serious a threat this could be.

JPMorgan could be ahead of its peers in security, but if someone uses Mythos to wreak havoc on any financial institution, the company’s s could dip on fears that the financial sector isn’t as safe as once thought.

JPMorgan Chase Stock Quote

NYSE: JPM

JPMorgan Chase

Today’s Change

(1.09%) $3.35

Current Price

$311.63

Key Data Points

Market Cap

$831B

Day’s Range

$306.88 – $312.58

52wk Range

$238.43 – $337.25

Volume

7.9M

Avg Vol

10M

Dividend Yield

1.91%

Coinbase and cryptocurrency stocks could slide on a breach

Cryptocurrency exchanges have been a big target for cybercriminals in the past, and if they end up using Mythos to make those breaches more common or harder to detect, then the prices of Coinbase and other crypto exchanges could decline.

There are currently 9.2 million monthly transacting users on Coinbase, and the company has about $376 billion in assets on its platform. At this scale, Coinbase has a lot at stake.

Coinbases’ head of cybersecurity, Philip Martin, recently told CNBC that the company is in “close communication with Anthropic” and the major crypto exchanges are ly taking a closer look at their security to ensure that any potential vulnerabilities are found.

But if someone uses Mythos to exploit any existing vulnerabilities on any crypto exchange, it’s ly that s of Coinbase could fall on fears that the company could be at risk, too.

Coinbase Global Stock Quote

NASDAQ: COIN

Coinbase Global

Today’s Change

(-1.55%) $-3.09

Current Price

$196.68

Key Data Points

Market Cap

$53B

Day’s Range

$195.25 – $204.49

52wk Range

$139.36 – $444.64

Volume

7.9M

Avg Vol

13M

Gross Margin

79.57%

Short-term volatility could be ahead

More than 40 companies have already received access to the preview version of Mythos, which Anthropic believes will help them find and fix existing vulnerabilities, as well as learn how to use Mythos to fight attacks.

Ultimately, Mythos could help companies — including Okta, J.P. Morgan, and Coinbase — become better at cybersecurity. But in the short term, I think crypto exchange, banking, and cybersecurity stocks could feel the pain if even just one major Mythos-related event occurs in the near future.