Tech Slides as Anthropic Product Launch Weighs on Software Firms -- Tech Roundup

Dow Jones02-04

Shares of technology companies slid after a new legal-analysis tool from Anthropic posed an ontological threat to software and data firms.

The selloff has come amid fears that companies such as Oracle and Microsoft have overextended themselves on AI infrastructure spending. Both Oracle and Microsoft fell roughly 3%. German business software giant SAP fell by more than 4%.

Shares of Anthropic rival Palantir Technologies rose after the maker of AI-powered analytic software logged robust quarterly revenue growth.

PayPal named former HP Chief Executive Enrique Lores to replace the payment technology's chief executive, Alex Chriss, in March.

Write to Rob Curran at rob.curran@dowjones.com

(END) Dow Jones Newswires

February 03, 2026 17:35 ET (22:35 GMT)

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