SentinelOne shares rose sharply Monday as a market-wide shift toward software safety, threat defense and artificial intelligence governance lifted cybersecurity stocks. The move followed weekend statements led by Anthropic CEO Dario Amodei and supported by Sam Altman and Elon Musk that called for voluntary deceleration of frontier-model development to prioritize safety alignment and system security. Amodei said unchecked model scaling creates severe cybersecurity vulnerabilities and argued that defensive governance and threat-monitoring frameworks should be integrated before the next training phase. As Wall Street reassesses near-term hardware and data-center capital expenditures, investors are directing capital toward software that protects existing enterprise AI deployments, including runtime model protection, agentic AI guardrails and automated threat detection. SentinelOne’s second-quarter fiscal 2027 update also provided a fundamental backdrop: revenue reached $292 million, up 21% year over year, while total annualized recurring revenue was approximately $1.22 billion. Annualized recurring revenue from AI-native security platforms including Purple AI and Prompt Security tripled year over year, and remaining performance obligations, or RPO, rose 45% to $1.7 billion. A record 10% adjusted operating margin accompanied management’s decision to raise full-year fiscal 2027 revenue guidance to $1.202 billion to $1.207 billion. SentinelOne shares were up 14.53% at $22.62 at publication time Monday, according to Benzinga Pro data.