Software Stocks - Bloodbath

Anthropic and OpenAI go head-to-head with back-to-back launches of Claude Opus 4.6 and GPT-5.3 Codex, ushering in the era of AI agent teams and self-building models. Meanwhile, the fallout hits Wall Street hard — Claude Cowork's new industry plugins trigger a $285 billion selloff across software, legal tech, and financial data stocks, with Thomson Reuters posting its worst day on record. Apple quietly strikes a billion-dollar deal to bring Google's Gemini into Siri, raising privacy questions. UK regulators launch formal investigations into xAI's Grok over deepfake failures that competitors easily avoid. And in the funding arena, over $60 billion pours into AI in January alone as Chinese labs like DeepSeek and Alibaba close the gap with Western frontier models. This was one of the biggest weeks in AI history — here's what it all means.