Investors were braced for an AI reckoning — just not this one, popular strategist says

Anthropic has set investors on edge for an AI fear they weren't expecting. - Hans Lucas/AFP via Getty Images Alphabet earnings are the headliner for later, but for now, investors continue to weigh the fallout from embattled software stocks after Anthropic’s “Cowork” bombshell. - Tuesday saw the iShares Expanded Tech-Software Sector ETF IGV slide 4.6%, the second-biggest one-day percentage drop since last April. Most Read from MarketWatch Our call of the day from Charlie McElligott, Nomura’s widely res ...