China bans U.S. and Israeli cybersecurity software over security concerns

China has reportedly ordered domestic firms to cease using cybersecurity software from numerous U.S. and Israeli companies due to national security concerns, reflecting intensifying U.S.-China tech tensions and a push for domestic alternatives. Named vendors include VMware, Palo Alto Networks, Fortinet, Mandiant, CrowdStrike, SentinelOne, McAfee, Recorded Future, Claroty, Rapid7, Wiz, Check Point, CyberArk, Orca Security, Cato Networks, and Imperva (Thales). The report notes immediate stock impacts and draws parallels to U.S. actions against Kaspersky, underscoring how geopolitical risk can rapidly reshape the cybersecurity market.