Microsoft’s 37-page Humanist AI Code of Conduct is drawing investor attention to the security infrastructure needed to control AI agents (autonomous software systems that perform tasks). The draft says people should remain more important than AI and that models must stay under human control, including through correction and shutdown. It also calls for authorized boundaries, appropriate permissions, monitoring and protection against tampering with safeguards or evaluations. By 11:30 a.m. ET Monday, CrowdStrike shares had surged 14.7%, Palo Alto Networks had risen more than 12.7% and Cloudflare had gained roughly 6%. Their products address agent identity, runtime controls, behavioral testing, access policies and secure infrastructure, although Microsoft did not name any of the companies. The market response therefore reflects investor inference rather than an endorsement by Microsoft. The next test is whether enterprises allocate recurring cybersecurity budgets to AI-agent identity, monitoring, runtime security and access controls.