Anthropic's new Claude tools put software stocks on notice
Published . Updated .
Key takeaways
- Yahoo Finance Executive Editor Brian Sozzi breaks down Anthropic's (ANTH.PVT) new Claude project tools that may impact software companies Monday.com (MNDY), Zoom (ZM), and Asana (ASAN).
- Exposed: IGV, MSFT, ORCL, CRM, PLTR
- Market reaction: MSFT −2.2% on the day (still updating); IGV +1.5% on the day (still updating); ORCL +6.3% on the day (still updating)
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Yahoo Finance Executive Editor Brian Sozzi breaks down Anthropic's (ANTH.PVT) new Claude project tools that may impact software companies Monday.com (MNDY), Zoom (ZM), and Asana (ASAN).
Directly affected
- MNDY monday.com-4.5% 9d
Named in this report.
- ZM Zoom Communications+2.3% 19d
Named in this report.
- ASAN Asana
Named in this report.
Indirectly affected
- IGV iShares Expanded Tech-Software ETF
iShares Expanded Tech-Software ETF: it holds software companies. Linked by “software” (software) in this story.
- MSFT Microsoft+4.0% 30d
Microsoft (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.
- ORCL Oracle-9.5% 30d
Oracle (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.
- CRM Salesforce-7.0% 30d
Salesforce (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.
- PLTR Palantir Technologies-9.7% 30d
Palantir Technologies (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| MNDY | +26.81% | +14.85% | base | -0.77% | after close | after close | after close |
| ZM | +1.03% | -1.08% | base | +3.74% | after close | after close | after close |
| ASAN | +21.31% | +10.37% | base | +0.31% | after close | after close | after close |
| IGV | +3.24% | -1.46% | base | +1.53% | after close | after close | after close |
| MSFT | +4.29% | -0.49% | base | -2.25% | after close | after close | after close |
| ORCL | +4.94% | -1.60% | base | +6.31% | after close | after close | after close |
| CRM | +6.40% | +0.08% | base | +0.74% | after close | after close | after close |
| PLTR | +1.64% | -5.07% | base | +1.68% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Anthropic's new Claude tools put software stocks on notice Yahoo Finance
Source: Yahoo Finance
Ishares Tr (IGV) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| ASAN | that day | +0.31% | still updating |
| ASAN | three days earlier | +10.37% | final price |
| ASAN | five days earlier | +21.31% | final price |
| Salesforce (CRM) | that day | +0.74% | still updating |
| Salesforce (CRM) | three days earlier | +0.08% | final price |
| Salesforce (CRM) | five days earlier | +6.40% | final price |
| Ishares Tr (IGV) | that day | +1.53% | still updating |
| Ishares Tr (IGV) | three days earlier | -1.46% | final price |
| Ishares Tr (IGV) | five days earlier | +3.24% | final price |
| MNDY | that day | -0.77% | still updating |
| MNDY | three days earlier | +14.85% | final price |
| MNDY | five days earlier | +26.81% | final price |
| Microsoft (MSFT) | that day | -2.25% | still updating |
| Microsoft (MSFT) | three days earlier | -0.49% | final price |
| Microsoft (MSFT) | five days earlier | +4.29% | final price |
| Oracle (ORCL) | that day | +6.31% | still updating |
| Oracle (ORCL) | three days earlier | -1.60% | final price |
| Oracle (ORCL) | five days earlier | +4.94% | final price |
| Palantir Technologies (PLTR) | that day | +1.68% | still updating |
| Palantir Technologies (PLTR) | three days earlier | -5.07% | final price |
| Palantir Technologies (PLTR) | five days earlier | +1.64% | final price |
| ZM | that day | +3.74% | still updating |
| ZM | three days earlier | -1.08% | final price |
| ZM | five days earlier | +1.03% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna sold Microsoft (MSFT) (held by a dependent child), worth $1,001 - $15,000 on 28 Oct 2026. That is 14 days before publication. Filed 5 Nov 2026. View the filing.
- Sen. Shelley M Capito sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 21 Oct 2026. That is 21 days before publication. Filed 4 Nov 2026. View the filing.
- Sen. Sheldon Whitehouse sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 15 Oct 2026. That is 27 days before publication. Filed 2 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a dependent child), worth $15,001 - $50,000 on 13 Oct 2026. That is 29 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a dependent child), worth $1,001 - $15,000 on 30 Sep 2026. That is 42 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 42 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Salesforce (CRM) (held by a dependent child), worth $1,001 - $15,000 on 13 Oct 2026. That is 29 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Maria Elvira Salazar sold Salesforce (CRM), worth $1,001 - $15,000 on 24 Sep 2026. That is 48 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Salesforce (CRM), worth $15,001 - $50,000 on 17 Aug 2026. That is 86 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $1,001 - $15,000 on 24 Aug 2026. That is 79 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $50,001 - $100,000 on 17 Aug 2026. That is 86 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Ishares Tr (IGV)
Companies tied to this story
- IGV Ishares Tr
In “Anthropic's new Claude tools put software stocks on notice,” Ishares Tr (IGV) is linked, with no stored direction, medium confidence. Reason on file: iShares Expanded Tech-Software ETF: it holds software companies. Linked by “software” (software) in this story
- MSFT Microsoft
In “Anthropic's new Claude tools put software stocks on notice,” Microsoft (MSFT) is linked, with no stored direction, medium confidence. Reason on file: Microsoft (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story
- ORCL Oracle
Oracle (ORCL) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “Anthropic's new Claude tools put software stocks on notice.” Reason on file: Oracle (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story
- CRM Salesforce
In “Anthropic's new Claude tools put software stocks on notice,” Salesforce (CRM) is linked, with no stored direction, medium confidence. Reason on file: Salesforce (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story
- PLTR Palantir Technologies
In “Anthropic's new Claude tools put software stocks on notice,” Palantir Technologies (PLTR) is linked, with no stored direction, medium confidence. Reason on file: Palantir Technologies (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story
How “Anthropic's new Claude tools put software stocks on notice” reaches Ishares Tr (IGV)
The 11 Nov 2026 story “Anthropic's new Claude tools put software stocks on notice” names Ishares Tr (IGV) because of this story.
The link for Ishares Tr (IGV) is this: iShares Expanded Tech-Software ETF: it holds software companies. Linked by “software” (software) in this story
Also listed, Microsoft (MSFT): Microsoft (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story
Price levels for Ishares Tr (IGV)
IGV traded between 108.83 and 112.61 across 4 sessions. The latest close on file is 112.59. MSFT traded between 505.00 and 559.14 across 20 sessions. The latest close on file is 533.18. ORCL traded between 118.43 and 148.43 across 20 sessions. The latest close on file is 126.22.
How solid “Anthropic's new Claude tools put software stocks on notice” looks
40 out of 100Price not final
“Anthropic's new Claude tools put software stocks on notice” scores 40 out of 100. The score uses 1 sources, and 5 linked companies. The price is not final yet.