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04 Feb 2026
Global software stocks hit by Anthropic wake-up call on AI disruption
Summary
European and U.S. software stocks fell sharply, mirroring losses in global peers, due to concerns about AI disruption. The sell-off was triggered by Anthropic’s new legal AI tool, highlighting the threat to businesses most exposed to AI disruption. Analysts noted that software is particularly vulnerable as AI tools automate routine tasks, impacting pricing power and business prospects.