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British data and information companies are experiencing a sharp selloff dubbed the “Claude crash” following the launch of Anthropic’s AI-powered legal assistant, which has spooked investors about the future of traditional data businesses.
Relx Defends Position With Strong Results
Relx attempted to reassure markets with its full-year trading update, reporting revenue of £9.59 billion for 2025, up from £9.43 billion in 2024, representing seven percent underlying growth. The digital tool giant also posted reported operating profit of £3.03 billion, demonstrating resilience despite market concerns about AI disruption.
The panic stems from Anthropic’s recent launch of plug-in legal products for its Claude Cowork office assistant, which investors fear could significantly impact the profit margins of established UK data companies. The selloff has hit several major FTSE constituents including the London Stock Exchange Group, Experian, Sage, and Informa alongside Relx.
Market Sentiment Shifts Dramatically
The dramatic change in investor sentiment reflects how quickly market perceptions can shift in the AI era. Companies once viewed as potential beneficiaries of artificial intelligence are now seen as vulnerable to disruption from more advanced AI tools that could replace traditional data services.
Despite the broader market turmoil affecting data stocks, Relx maintains confidence in its business model and competitive position. The company’s latest financial results suggest its diversified portfolio of information services continues to generate solid growth, even as investors grapple with uncertainty about AI’s long-term impact on the sector.
What’s Next
The “Claude crash” highlights the ongoing challenges facing traditional data companies as they navigate the rapidly evolving AI landscape. Relx’s strong financial performance provides some reassurance, but the broader market remains cautious about how established players will adapt to increasing competition from AI-powered alternatives.
Sources: The Guardian, Cityam
