Youtube·2026-02-04 19:51Core Viewpoint - The introduction of a new AI automation tool by Anthropic has triggered a significant sell-off in software stocks, leading to a substantial decline in the Goldman Sachs software index, with approximately $2 trillion wiped off since its peak [1]. Group 1: Market Reaction - The sell-off in software stocks has been extensive and is now affecting hardware stocks as well, with notable declines in companies like NVIDIA and Google, while Microsoft has shown a slight rebound [3]. - The negative sentiment surrounding software stocks has become a global phenomenon, indicating a broad market reaction to the current state of the software industry [2]. Group 2: Investor Sentiment - Some investors are beginning to consider this sell-off as a potential buying opportunity, suggesting that a rally could occur if software stocks decline too much, as many are currently in oversold territory [4]. - There is a growing discussion among investors about whether it is wise to attempt to "catch a falling knife" in the current market environment [4].