Rolling coverage of the latest economic and financial news
London-listed companies exposed to Anthropic’s new legal plug-in are under a little more pressure at the start of trading.
The London Stock Exchange Group are down another 1.1% (after falling 13% yesterday), while Relx are down 0.5% (after Monday’s 14% drop).
It means the 9 worst-performing companies in the S&P 500 YTD are all in the software and related services sectors, having now seen declines of 25% or more.
While the question over the end-winners from AI is unlikely to be answered in 2026, recent months have seen a clear shift in markets from AI euphoria towards more differentiation between companies, and growing concern about its disruption to existing business models.
Continue reading…Rolling coverage of the latest economic and financial newsLondon-listed companies exposed to Anthropic’s new legal plug-in are under a little more pressure at the start of trading.The London Stock Exchange Group are down another 1.1% (after falling 13% yesterday), while Relx are down 0.5% (after Monday’s 14% drop).It means the 9 worst-performing companies in the S&P 500 YTD are all in the software and related services sectors, having now seen declines of 25% or more.While the question over the end-winners from AI is unlikely to be answered in 2026, recent months have seen a clear shift in markets from AI euphoria towards more differentiation between companies, and growing concern about its disruption to existing business models. Continue reading…
