4 security stocks fell up to 10.41%... November 5

U.S. cybersecurity stocks sold off sharply on November 5, with CrowdStrike ($CRWD) falling 9.88%, Okta ($OKTA) dropping 10.41%, Cloudflare ($NET) down 8.28%, and Palo Alto Networks ($PANW) off 9.59%, all outpacing the 4.39% decline in the iShares Expanded Tech-Software ETF (IGV). MarketWatch attributed the moves to broad market jitters, an October infrastructure security incident, and concerns that AI could disrupt incumbent security vendors' businesses, though it did not isolate the impact of each factor. The outsized losses relative to the software ETF signal that investors are treating cybersecurity names as especially exposed to both the tech selloff and AI-driven disruption risk.