Ryan Vlastelica / Bloomberg:

Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026  —  The new year was supposed to bring opportunities for beaten-down software stocks.  Instead, the group is off to its worst start in years.

Ryan Vlastelica / Bloomberg:

Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026  —  The new year was supposed to bring opportunities for beaten-down software stocks.  Instead, the group is off to its worst start in years.

Source: TechMeme
Source Link: http://www.techmeme.com/260119/p22#a260119p22