fintech / news / / CNBC
iShares Expanded Tech-Software Sector ETF (IGV) is down more than 4% week to date.
Anthropic's revenue run rate now exceeds $30 billion, up from $9 billion at end of 2025.
KEY POINTS
- Anthropic launched Claude Managed Agents, accelerating agent development and raising fears for SaaS disruption.
- The SaaS sector has lost $1.4 trillion in market cap since Anthropic was valued at $18 billion in January 2025.
- Major companies like Microsoft, Amazon, and Meta face new risks from agentic AI automation.
- Hardware, especially semiconductors, is currently outperforming software as the main AI beneficiary.
COMPANIES
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