Anthropic’s Claude triggered a trillion-dollar selloff. A new upgrade could make things worse

Earlier this week, the release of industry-specific plug-ins for Anthropic’s new Claude Cowork tool triggered a broad selloff across enterprise software stocks, as investors panicked that AI tools like Claude would render traditional enterprise software-as-a-service (SaaS) companies obsolete. What Anthropic unveiled Thursday might spell yet more trouble for those older software companies, further heightening market anxiety.

The AI company debuted Claude Opus 4.6, an advanced AI model...