Zscaler shares rose 14.83% to $188.94 Monday as investors rotated into enterprise cybersecurity platforms, despite no company-specific announcement. The move followed weekend calls led by Anthropic CEO Dario Amodei, with support from Sam Altman and Elon Musk, for voluntary deceleration of frontier model development to emphasize safety alignment and system security. Amodei warned that unchecked model scaling could create severe cybersecurity vulnerabilities, increasing attention on runtime security (protection during software operation) and threat monitoring. Zscaler’s Zero Trust Exchange (cloud-based security access architecture), including inline AI Guardrails, AI Asset Management and Agentic SOC protection, positioned the company within that sector rotation. The buying also followed Zscaler’s fourth-quarter fiscal 2026 results on Sept. 3, which included $898.2 million in revenue, $3.77 billion in total Annual Recurring Revenue and AI-focused security bookings growth of more than 50% sequentially. Its Z-Flex commercial program generated $770 million in quarterly contract value, while non-GAAP operating margins reached a record 24.3%. Zscaler guided fiscal 2027 revenue to $3.91 billion-$3.94 billion.