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All three major U.S. stock indexes fell by more than 1%, with small-cap stocks leading the decline. The Russell 2000 fell 1.8%. Software ETFs fell 5%. Oracle fell nearly 7%, and Microsoft fell nearly 5%. Amazon plunged 10% after its earnings release.
Anthropic's release of Claude Opus 4.6's financial analytics capabilities triggered panic among financial software service providers. FactSet fell as much as 10%, and Thomson Reuters fell more than 8.5%, hitting a new intraday low since March 2020.

The sell-off in tech stocks continued to spread, with the South Korean KOSPI index falling by 5%, KOSPI 200 futures down 5%, and algorithmic trading being temporarily suspended for 5 minutes.
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