Anthropic's new Claude plugins just wiped $285 billion from software stocks.

According to Bloomberg, it's the sector's worst day since April.

Goldman's software basket dropped 6%. Financial services fell 7%.

For the first time, markets treated AI as a zero-sum force, not a rising tide.

#ArtificialIntelligence #Anthropic #Claude #TechStocks #SoftwareIndustry

https://www.reuters.com/business/media-telecom/global-software-stocks-hit-by-anthropic-wake-up-call-ai-disruption-2026-02-04/