Heard on the Street Tuesday Recap: Code Red

Market Intelligence Analysis

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Why This Matters

Investors are spooked by Anthropic's AI productivity tools, causing a sell-off in software and data service companies, with Thomson Reuters and Intuit being among the hardest hit.

Market Impact

Market impact analysis based on bearish sentiment with 90% confidence.

Sentiment
Bearish
AI Confidence
90%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Anthropic's launch of new AI productivity tools spooked investors. The worries hit a wide swath of software and data service companies. Among the worst-hit companies on the Nasdaq were Thomson Reuters and Intuit, which shed 16% and 11%, respectively.

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Full article on Yahoo Finance
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Original article published by Yahoo Finance on February 4, 2026.
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