Anthropic's Claude Cowork Plugins Trigger $2 Trillion Software Stock Wipeout

Summary

Anthropic's release of sector-specific plugins for Claude Cowork — an AI workplace assistant that can author documents and organize files — triggered the most significant AI-related market event in early February 2026. The plugins, released on Friday February 6, allow customers to adapt the tool for narrow sectors like legal, finance, and data marketing. The selloff started in legal software and data-adjacent companies including Thomson Reuters, LegalZoom, and Experian, then broadened across the