Feb. 5, 2026 – San Francisco, Anthropic’s launch of its latest artificial intelligence model has rattled global equity markets, triggering a fresh sell-off in traditional software stocks as investors reassess the future of enterprise technology. On Thursday, Feb. 5, the AI startup unveiled Claude Opus 4.6, an upgraded model with stronger coding, finance and large-data handling capabilities than its predecessor released in November. The new system — capable of processing up to 1 million tokens per prompt and coordinating autonomous task agents — represents a major leap in workplace automation

Feb. 5, 2026 – San Francisco, Anthropic’s launch of its latest artificial intelligence model has rattled global equity markets, triggering a fresh sell-off in traditional software stocks as investors reassess the future of enterprise technology.

On Thursday, Feb. 5, the AI startup unveiled Claude Opus 4.6, an upgraded model with stronger coding, finance and large-data handling capabilities than its predecessor released in November. The new system — capable of processing up to 1 million tokens per prompt and coordinating autonomous task agents — represents a major leap in workplace automation tools.

Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S.,

Investors reacted with concern that advanced AI may supplant long-standing software services, prompting declines in shares of established tech firms. Stocks for legacy players such as Salesforce, Workday and Thomson Reuters each fell around 3%, continuing a broader downturn for the sector. Anthropic is positioning its technology as a complement to traditional software, with enterprise offerings like Claude Cowork aimed at automating white-collar tasks. Nevertheless, market fears over AI disruption have intensified, with some analysts warning that revenue models built on human-driven workflows could face pressure in the years ahead.

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