Wall Street urgently warns software stocks after Anthropic AI move
For the first time in a while, the artificial intelligence debate in the markets entered a new phase. The usual narrative is that AI will mostly boost software companies but in the last few days, the script is changing. Broadly, cracks appeared in the narrative across three segments: software, data analytics, and professional services stocks. The reason? Anthropic rolled out new plug-ins for its Claude Cowork agent. Anthropic's move has major implications across legal research, data analysis, sales, and ...