RELX, LSEG, and Experian Shares Drop After Anthropic Launches New AI Tool

Feb 4, 2026

Shares of major UK data publishers fell sharply after Anthropic, a US artificial intelligence company, announced a new AI tool designed for corporate legal teams.

RELX, which owns the legal research platform LexisNexis, saw its shares drop by 12%. London Stock Exchange Group's shares declined by 8.1%, while Experian's shares fell by 7.4%.

Investors appear concerned that advanced AI tools, such as the one launched by Anthropic, could increase competition for companies that provide information and analytics services to businesses.

Why did these companies' share prices fall?

Investors are worried that new AI tools might compete with or disrupt the services offered by these data and analytics companies.

What does Anthropic's AI tool do?

Anthropic's new tool is designed to assist corporate legal teams by automating tasks using artificial intelligence.

Which companies were most affected by this news?

RELX, London Stock Exchange Group, and Experian experienced the largest share price drops.

Sources
RELX, LSEG, Experian and other media hit by AI worries from Anthropic launch
Proactive Investors
Shares in FTSE 100 data publishers were slammed by AI worries on Tuesday after US AI company Anthropic released a new 'agentic' tool for corporate legal teams.  RELX PLC, which owns legal industry information and analytics provider LexisNexis, slumped 12%; while London Stock Exchange Group PLC dropp...
The Best AI Stock to Buy in February 2026: A Once-in-a-Decade Investment Opportu...
The Motley Fool
This company strengthened its AI program last year -- and the efforts might soon bear fruit. This player has already built a market-leading technology business.
Software stocks eye second day of pain
CNBC International TV
Global software names are seeing another day of pressure, with the sector caught up in a sell-off driven by fears of AI disruption.
Indian IT Stocks Nosedive As Fear Of Anthropic's New AI Tool Goes Global
Forbes
Key U.S. software and services stocks were also hit on Wednesday amid AI disruption fears. Adobe shares fell 7.31% while Salesforce's stock dropped 6.85%.
Software Stocks Crushed by AI Panic. There's an Even Bigger Problem for U.S. Mar...
Barrons
AMD's data center sales boost quarter above expectations, Fed governor Miran gives up White House post, PepsiCo is accelerating affordability initiatives, and more news to start your day.
Global Software Stock Selloff—Oracle, Adobe, More—Fueled By Anthropic's New AI T...
Forbes
Anthropic released plugins for its Claude Cowork AI agent the company claims can automate dozens of tasks, including plugins for customer service, product management, marketing, legal and data analysis, among others. Anthropic said the tools can generate financial statements, research sales prospect...
Why analysts are bullish on this software stock even as peers reel on AI fears
Invezz
The recent sell-off in software stocks driven by concerns that generative artificial intelligence will erode profits may have gone too far, with SAP emerging as one of the most unfairly punished names, according to Bank of America.
From AI Darlings To Bargains: 5 Tech Stocks Near Covid-Era Valuations
Benzinga
Wall Street spent 2024 worshiping artificial intelligence. In 2026, reality has set in.
Why Software Is Facing A Market Sell-Off
CNBC
CNBC's Michael Santoli breaks down why software stocks are facing a sell-off, what Anthropic's Claude may be capable of and how this can impact the broader tech sector.
Software Stocks Slide for Second Day
Bloomberg Markets and Finance
Losses are piling up for software stocks as investors worry about the business risks they face from better artificial intelligence tools. A new productivity tool released by Anthropic PBC sent stocks tumbling.
Software stocks show vulnerability to AI
CNBC Television
CNBC's Deirdre Bosa reports on news regarding AI's impact to software stocks.
Show All Sources
Other News
Back to Top