Anthropic’s New AI Tools Trigger Broad Sell-Off in Global Software and IT Stocks

[Bhaijaan]

What Happened Today

Investors around the world woke up to a wave of selling in technology, software and IT stocks after Anthropic, the U.S. AI developer behind the Claude family of AI models, rolled out a suite of new AI automation tools and plugins — especially ones capable of handling legal, analytics, marketing and data tasks traditionally sold by software firms and service providers.

The fear? These tools could accelerate automation and reduce demand for traditional enterprise software and outsourcing services, stretching well beyond typical AI efficiency gains and into substantive competitive disruption.

Immediate Market Reaction

• U.S. and global software stocks slid sharply, erasing hundreds of billions in combined value.
• European data, analytics, and publishing groups also slumped, deepening the rout.
• Asian markets joined the sell-off, with major tech indices and IT services exporters sinking as fears spread that automation could cut into staffing-heavy business models.

Why the Sell-Off Was So Severe

Investors shifted from seeing AI as a productivity boost to worrying about it as a replacement threat. That’s a structural re-pricing of risk for software and IT sectors that rely heavily on human labor, subscriptions, and recurring services.


Global meltdown in Software & IT Stocks

• Oracle: 4.2% ↓
• Adobe: 2.6% ↓
• Salesforce: 3.3% ↓
• Thomson Reuters: 2.4% ↓
• Atlassian: 3% ↓
• LegalZoom.com: 3.3% ↓
• Equifax: 3.8% ↓
• Intuit: 4.8% ↓
• HubSpot: 6% ↓
• RELX Plc (LexisNexis): ~10% ↓ or more in some reports
• Wolters Kluwer: ~10% ↓
• Nomura Research Institute (Japan): ~7.6% ↓

Indian IT & Services Sector

• Infosys: ~7.3% ↓
• Tata Consultancy Services (TCS): ~5.8% ↓
• HCL Technologies: ~5.1% ↓
• Wipro: ~3.9% ↓
• Tech Mahindra: ~5.1% ↓
• Persistent Systems: ~6–7.5% ↓
• LTIMindtree: ~6–7.6% ↓
• Coforge: ~5.8% ↓
• Mphasis: ~4.8–7% ↓

Broader Index Moves

• Nifty IT index: Down ~5.9% to 6.3% — worst in years.
• Nasdaq Composite & tech indices: saw tech-heavy weakness (Nasdaq down ~1.4%).

What This Means Going Forward?

This sell-off signals more than just a short-term stock wobble. It reflects a shift in investor psychology: markets are now pricing in potential structural disruption from AI, not just efficiency gains. Whether this is temporary fear or the start of a deeper reconfiguration of the software and IT services landscape will unfold in the coming weeks. Analysts now speak both of caution and of a future where firms that adapt to AI-first models could outperform those that cling too tightly to legacy business models.

US software stocks hit by Anthropic wake-up call on AI disruption

U.S. software stocks extended their slide on Wednesday, driven by fears of disruption caused by artificial intelligence, with some analysts warning of more volatility as investors assess whether the challenge is existential for the sector.

www.reuters.com

 

[sweep_shot]

Cryptos, stocks, commodities - all have crashed in the past week or so.

Anyway, these should rise back up again. Just a cycle.

Opportunity to "buy the dip".

 

[Bhaijaan]

Cryptos, stocks, commodities - all have crashed in the past week or so.

Anyway, these should rise back up again. Just a cycle.

Opportunity to "buy the dip".

Those of us who listened to @KingKhanWC bhai’s advise and invested in time in the real currency of human civilization (Gold & Silver) were not only shielded from shock waves but benefited immensely from precious metals rally.

 

[KingKhanWC]

Those of us who listened to @KingKhanWC bhai’s advise and invested in time in the real currency of human civilization (Gold & Silver) were not only shielded from shock waves but benefited immensely from precious metals rally.

If you are a multi millionaire with millions to spare, crypto markets along with stocks/shares are a money making tool. However its always safer to hold physical assets and commodities. Gold and Silver are real, they are in your hand, in your safe and their value over time will always increase not devalue.

The BRICS currency is unlikely now with India in the Zionist camp, along with Pak and others. China will introduce a gold backed Yuan if its not bombed into war. Once this emerges , Gold will likely reach 10k per troy ounce. Silver and metals dropped but these are corrections, $80+still for silver and Gold still high.