Alphabet Inc.

The release of Anthropic's new AI triggered a sell-off in the software developer's stock in early February, which then spread to other sectors of the economy as well

OpenAI competitor Anthropic has raised $30 billion in investment. It was valued at $380 billion

Dassault Systemes SE

Shares of French software developer Dassault Systèmes at trading in Paris on February 10 at an intraday low collapsed by more than 21%, <a href="https://www.cnbc.com/2026/02/11/dassault-systmes-share-price-earnings-software-sell-off.html">writes</a> CNBC, noting that today could be the worst day in history for the company's securities. This occurred against the background of a sell-off of shares of software companies in the market, as well as the <a href="https://investor.3ds.com/static-files/dc4d4da1-59c3-45cf-86db-7488e2fd0119">publication of</a> Dassault Systèmes on February 11 quarterly reports, in which it reported a decline in revenue from software in the fourth quarter of 2025 by 5%.

Shares of the French software developer collapsed 21%. Is the "software apocalypse" intensifying?

Raymond James Financial, Inc.

The Charles Schwab Corporation

LPL Financial Holdings Inc.

Even the securities of Wall Street giants JPMorgan and Morgan Stanley have fallen in price

New AI has brought down the stocks of financial companies. The "software apocalypse" started similarly

Microsoft Corporation

Snowflake Inc.

Salesforce, Inc.

The scale of the selloff in software vendor stocks is perplexing to one of Wall Street's top "technobulls"

Wall Street's chief techno-optimist names 5 stocks to buy in the "soft-apocalypse"

Nasdaq, Inc.

Moody's Corporation

FactSet Research Systems Inc.

AI startup Anthropic, whose release of a lawyer automation tool <a href="https://oninvest.com/article/minus-pocti-1-trln-kapitalizacii-za-nedelu-tri-voprosa-o-soft-apokalipsise">triggered a </a>stock crash in software developers and data providers, on Feb. 5 unveiled Claude Opus 4.6, a model that can perform financial analysis and create spreadsheets, the company <a href="https://www.anthropic.com/news/claude-opus-4-6">said </a>in a blog post.

Anthropic and OpenAI released updates in the midst of a market sell-off. Is this a new strike?

Adobe Inc.

One tool for lawyers has the market questioning the future of the entire Microsoft and Salesforce business model

Minus nearly $1 trillion in capitalization in a week: three questions about the "software apocalypse"

At the end of January, Microsoft and Meta synchronously reported their quarterly results. Both companies performed well, showing revenue and profit growth, but the market reacted in a radically opposite way: Meta's shares rose by about 10%, while Microsoft's securities, on the contrary, investors staged the largest sell-off since 2020, in which a record $357 billion of capitalization <a href="https://www.cnbc.com/2026/01/29/microsoft-market-cap-earnings.html">evaporated</a> at once. Since the release of the reports, its quotations have lost almost 14%.

At the center of the SaaS apocalypse: why did investors stage a sell-off in Microsoft stock? 

Elon Musk's SpaceX is counting on early inclusion in stock indexes after going public, which could come as early as later this year. Sources <a href="https://www.wsj.com/finance/stocks/spacex-seeks-early-index-entry-as-it-prepares-massive-ipo-8445ed59?mod=hp_lead_pos1">told </a>The Wall Street Journal that the company's advisers have contacted major index providers, including Nasdaq, to discuss how SpaceX could get into key benchmarks sooner than usual.

SpaceX seeks rapid inclusion in stock indexes after IPO - WSJ

Advanced Micro Devices, Inc.

Novo Nordisk A/S

PayPal Holdings, Inc.

Pfizer Inc.

Super Micro Computer, Inc.

Merck & Co., Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: investors in search of a foothold

The market is gripped by fear that plug-ins from Anthropic will displace traditional enterprise software

Threat from new AI tools wiped out $300 billion of capitalization in a day

SoftBank Corp.

Amazon.com, Inc.

OpenAI expects to raise more than $100 billion during its preliminary funding round, which could lead to a potential valuation of $830 billion for the company, the WSJ writes

Developer ChatGPT is rushing to IPO in 2026 ahead of Antrophic. Why would he do that?

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