Anthropic Drops Opus 4.6 and Software Stocks Feel the Heat

Anthropic unveiled Opus 4.6, calling it its most capable model for enterprise and knowledge work. The release follows new Claude Cowork plugins aimed at productivity, legal, sales, and marketing tasks, pushing the company deeper into territory long owned by software vendors. Investors have already punished that sector amid concerns AI platforms will replace some software-as-a-service tools; Salesforce is down 25% this year, SAP 18%, Intuit 32%, and Thomson Reuters 30%. Anthropic says Opus 4.6 tops major benchmarks, beating OpenAI’s GPT-5.2 and Google’s Gemini 3 Pro, and returns more “production-ready” first drafts for documents, spreadsheets, and presentations. It can run agent tasks across dozens of tools and analyze filings and market reports.

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