After the release of Anthropico and Meta AI, Asian software stocks fell.

date
09/04/2026
Meta has released a new artificial intelligence model, and Anthropic has launched the Claude tool for building intelligent agents. As a result, Asian software stocks have fallen following their American counterparts. At the same time, renowned investor Michael Burry posted on X claiming that "Anthropic is nibbling on Palantir's market share." In the Australian market, Wisetech's stock price fell by as much as 7.6%; Xero fell by 7.3%, and Technology One fell by 5.3%. In the Japanese market, Money Forward fell by 4.6%, Obic Business Consultants by 3.2%, NEC by 3.3%, Rakus by 2.6%, Trend Micro by 3%, and Nomura Research by 1.9%. In Korea, New World Information Group fell by 2.2%, Samsung SDS by 1.7%, and LG CNS by 1.6%.