Did Anthropic Just Give Investors Another “DeepSeek Moment?”

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 5 February 2026

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

Software stocks are dropping like rocks in 2026 as AI companies, including Anthropic, deliver more impressive enterprise tools. It’s reminiscent of the market’s reaction to DeepSeek in 2025 – a Chinese startup that seemed like it could deliver the same AI capabilities with a fraction of the hardware requirements. This “DeepSeek Moment” caused investors to rethink their assumptions. The rapid rise of enterprise AI tools appears to have investors rethinking things again. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Which stocks may be more safe - Sudden shifts in the job market - How the economy impacts our investing - Stocks on our radar Companies discussed: CRWD, TOST, UPS, AMZN, POWL, ZS, GDDY Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Software companies, terrible, no good, very bad day. This is Motley Fool Money.
0:20.7	Welcome to Motley Fool Money. My name is Tyler Burrow, and today I'm joined by longtime
0:25.0	contributors, Matt Frankel and John Quest. Guys, sometimes decades happen and nothing happens,
0:31.0	and sometimes decades happen in a month. Yes, I'm using a Lenin quote on an investing podcast,
0:36.8	but it really does feel like that this week
0:38.8	because it has been a busy one. We're going to talk about jobs numbers. We may make a couple
0:43.6	cracks at Google's earnings and their stock going down today, but we're going to start with software
0:49.3	companies, especially like SaaS companies and a lot of things that's been going on in that space
0:53.5	recently.
0:59.1	It was right around this time last year when we were talking about AI having this deep seat moment. Investors were terrified that a Chinese company had built some impressive AI algorithms
1:04.2	that kind of ran on commodity hardware and were much more efficient than some of the AI models
1:09.9	that we were seeing from like Open
1:11.1	AI.
1:11.7	Well, this week, software companies, I think, had what we could call their Anthropic moment.
1:16.8	That's when AI company Anthropic launched Claude Co-work.
1:20.7	It's an AI tool designed to replace many software tools on the market today.
1:25.4	And just to give us some examples of the software companies
1:27.9	that were reeling from this, over the past week, shares of Shopify are down 23%, Monday.com
1:34.4	and Fastly are down 15%. Bill Holdings, down 16%. And this is all as we're recording today.
1:40.3	I could keep going. The list is long. And this is just kind of a brief encapsulation of what we've
1:46.2	seen at a lot of software and SaaS companies in the last few weeks and months. So I want to put
1:52.0	this to both of you. With the deep seek moment that we had like last year, it seemed to have
	...

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