Did Anthropic Just Give Investors Another DeepSeek Moment?

It's reminiscent of the market's 2025 absorption to DeepSeek, a Chinese start-up that seemed similar it could present the aforesaid AI capabilities with a fraction of the hardware requirements. This "DeepSeek Moment" caused investors to rethink their assumptions.

In this podcast, Motley Fool contributors Tyler Crowe, Matt Frankel, and Jon Quast discuss:

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• Which stocks whitethorn beryllium much safe.

• Sudden shifts successful the occupation market.

• How the system impacts their investing.

• Stocks connected their radar.

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A afloat transcript is below.

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This podcast was recorded connected Feb. 05, 2026.

Tyler Crowe: Software companies unspeakable nary good, precise atrocious day. This is Motley Fool Money. Welcome to Motley Fool Money. My name's Tyler Crowe. Today, I'm joined by longtime contributors Matt Frankel and Jon Quast. Guys, sometimes decades hap and thing happens, and sometimes decades hap successful a month. Yes, I'm utilizing a Lenin punctuation connected an investing podcast, but it truly does consciousness similar that this week due to the fact that it has been a engaged one. We're going to speech astir jobs numbers. We whitethorn marque a mates cracks astatine Google's net and their banal going down today, but we're going to commencement with bundle companies, particularly similar SaaS companies and a batch of things that has been going connected successful that abstraction recently. It was close astir this clip past twelvemonth erstwhile we were talking astir AI having this heavy spot moment. Investors were terrified that a Chinese institution had built immoderate awesome AI algorithms that ran connected commodity hardware and were overmuch much businesslike than immoderate of the AI models that we were seeing from Open AI. Well, this week, bundle companies, I think, had what we could telephone their anthropic moment. That's erstwhile AI Company Anthropic launched Claude Cowork. It's a AI instrumentality designed to regenerate galore bundle tools connected the marketplace today. Just to springiness immoderate examples of the bundle companies that were reeling from this, implicit the past week, shares of Shopify are down 23%, Monday.com, and Fastly are down 15%. Bill Holdings is down 16%, and this is each arsenic we're signaling today. I could support going. The database is long, and this is conscionable a little encapsulation of what we've seen astatine a batch of bundle and SaaS companies successful the past fewer weeks and months. I privation to enactment this to some of you. With the DeepSeek infinitesimal that we had past year, it seemed to person passed. AI spending is exploding and Meta, Alphabet, each these companies are afloat steam ahead, and determination doesn't look to beryllium arsenic galore issues arsenic we thought astir a twelvemonth ago. Will this anthropic infinitesimal for bundle like, person a akin result, oregon are determination deeper concerns for these companies?