S&P Global's data integration with Claude positions it to potentially leverage AI advancements.
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Anthropic just came for Wall Street (4 Stocks Dropped) T
Ticker Take with Jon ErlichmanMay 7, 2026
Anthropic's new AI agents for finance have caused four stocks (Faxet, Morning Star, S&P Global, Moody's) to drop, with the CEO warning of potential bankruptcies for legacy software companies. While Anthropic is private, Microsoft is seen as a clear winner due to Claude's integration into Office. Major banks like JP Morgan, Goldman Sachs, City, and AIG are also utilizing Claude.
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Morning Star's data is integrated into Claude, suggesting it could benefit from AI adoption.
Microsoft is a clear winner as Anthropic's Claude AI is integrated into Office, making the apps stickier.
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MSFT
buy opened May 7, 2026
+6.61%