Investors reacted sharply to the Anthropic AI stock selloff after the company introduced new automation tools for its Claude Cowork workflow agent. The upgrades target legal, sales, marketing, and data analysis functions that have traditionally supported subscription-driven software businesses.
A new legal-focused plug-in can automate contract review, NDA screening, and compliance checks. The release coincided with a broad market retreat across software and analytics firms.
Shares of Thomson Reuters fell nearly 18% in one session, marking their steepest daily decline on record. Other firms including RELX, Wolters Kluwer, FactSet, and LegalZoom posted double-digit losses as investors reassessed exposure to AI disruption.
Market participants described the Anthropic AI stock selloff as a structural repricing rather than a short-term reaction. Concerns centered on whether increasingly capable AI agents could compress licensing margins and reduce demand for billable professional services.
Around the same period, Anthropic upgraded its flagship Claude Opus 4.6 model and aired a Super Bowl LX advertisement highlighting its ad-free strategy. The campaign drew criticism from OpenAI’s CEO, underscoring intensifying competition for enterprise AI market share.
The selloff suggests markets are pricing in potential shifts in software economics and labor substitution risks as AI agents move deeper into core enterprise workflows.
