Anthropic Has Another New Model—Software Stocks Are Going To Hate It

Anthropic is leading the charge in user development of autonomous agentic systems, and its Tuesday debut of Claude Sonnet 4.6 delivered another blow to software companies. Anthropic's Sonnet 4.6 followed hot on the heels of the Claude Opus 4.6 release, creating a one-two punch that has left traditional software stocks reeling. MSFT stock is moving. See the chart and price action here. Software investors fear cannibalization: the concern that advanced AI agents, like Anthropic’s latest models, are rendering ...