How to deal with the “Claude crash”: Relx should keep buying back shares, then buy more | Nils Pratley
Summary
The "Claude crash" refers to a sharp drop in stock prices for UK data companies like Relx and the London Stock Exchange Group after Anthropic's Claude AI added legal research plug-ins to its office assistant, sparking market fears that AI tools will reduce demand for traditional data services and hurt profit margins. The article discusses how these companies' market valuations have fallen despite the broader stock market remaining near record highs.
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Original source: https://www.theguardian.com/technology/nils-pratley-on-finance/2026/feb/12/relx-claude-crash-buy-back-shares
First tracked: February 12, 2026 at 02:41 PM
Classified by LLM (prompt v3) · confidence: 75%