Is the Selloff in Software Stocks Over? How Anthropic, Claude CoWork and AI Fear Turned SaaS into a Target
Key points Snapshot — what happened this week Global software and IT-services stocks tumbled after market participants digested Anthropic’s new Claude CoWork agent and fast follow-up commentary that AI agents can do real, repeatable work previously billed as software or services.Major enterprise names and niche SaaS vendors alike saw sharp drawdowns as the market re-rated … Read more