Why Anthropic's Claude Isn't The Cyber-Killer Wall Street Fears

2026-02-25 12:47:58 ET

Introduction

In today's market, it looks like the most important factor for tech stocks is whether they are cool. Traditional information technology stocks, which are not the loudest players in the AI race, are suffering from a devastating lack of coolness and, as a result, are sinking. The whole sector has been under pressure for months, and it doesn’t seem to get better. Looking at the iShares Expanded Tech-Software Sector ETF ( IGV ) and SPDR S&P Software & Services ETF ( XSW ), it’s especially evident because investors are scared that companies in them became outdated the minute LLMs (large language models) came out....

Read the full article on Seeking Alpha

For further details see: