Markets: Global Tech Stock Slide

On February 6, 2026, global markets recorded a drop in technology and software company shares. The reason is fears that new models from Anthropic and OpenAI will render traditional software useless.

Investors are re-evaluating the value of "old" IT giants. If an AI agent can write code or conduct an audit faster than expensive SaaS product, why pay for a license? This is a structural capital shift towards owners of the models themselves and hardware.

Source: Reuters