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Stock Movers: CrowdStrike slides, Carnival trims outlook, Entergy gains on Meta deal

CrowdStrike and other security stocks fell on reports of a risky new Anthropic AI model; Carnival lowered profit guidance as oil-driven fuel costs climb; Entergy gained after a Meta agreement to fund gas plants for a Louisiana data center.

Mar 27th 2026 ยท United States

Insights

  • CrowdStrike shares fell after a Fortune report said Anthropic is testing a new AI model that could pose significant cybersecurity risks.
  • Cybersecurity and broader software stocks are under pressure as AI tools from firms like Anthropic and OpenAI could reduce demand for legacy providers' products.
  • Carnival cut its full-year profit outlook as surging crude has driven up fuel costs, with oil up more than 60% this year amid Middle East conflict and attacks on energy assets.
  • Entergy shares rose after Meta agreed to build and pay for gas plants to supply 5.2 gigawatts of electricity to a data center in rural Louisiana.