Anthropic and AWS Step Up AI Automation Push, Putting Pressure on Software Stocks

LootboxPhobia · 2026-03-24T22:46:46+00:00

On Tuesday, Microsoft and the entire software sector declined due to progress in AI automation, with Microsoft falling 2.6%. The iShares Technology Software ETF dropped 4%. Anthropic launched Claude AI assistant, which can control computers to complete tasks. Amazon Web Services is also developing AI agents, impacting traditional software business models and triggering market concerns.

LootboxPhobia

2026-03-24 22:46:46

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Investing.com - On Tuesday, Microsoft (NASDAQ:MSFT) fell 2.6%, putting pressure on the entire software sector.

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iShares expanded its Technology Software Sector ETF, which declined 4%. The ETF’s second and third largest holdings, Palantir Technologies and Salesforce, both dropped 5%. Market weakness is attributed to recent developments in AI automation, which could disrupt traditional software business models.

Anthropic announced on Tuesday that its Claude AI assistant can now control computers to complete tasks, including opening applications, browsing the web, and filling out spreadsheets. This feature is available for macOS users’ Claude Cowork and Claude Code, allowing AI to operate directly on the user’s screen without application connectors.

This feature enables users to assign tasks from mobile devices and view completed work on their computers. Users can also schedule repetitive tasks, such as scanning emails every morning or generating weekly reports. The feature is available to Pro and Max subscription users.

Additionally, The Information reports that Amazon Web Services (AWS) is developing an AI agent to automate functions in departments that recently laid off hundreds of employees, including sales and business development. AWS has been building an AI agent to assist sales staff in answering technical questions and handling tasks previously performed by thousands of technical experts, involving cybersecurity and server networks.

An AWS spokesperson confirmed that the company is developing an “aggregated AWS department expertise” agent to enable employees to “focus on the most complex and high-value customer challenges.”

These developments highlight growing market concerns about the potential impact of AI automation on traditional software and service businesses, leading to a decline across the sector on Tuesday.

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