How to deal with the “Claude crash”: Relx should keep buying back shares, then buy more | Nils Pratley

February 13, 2026
How to deal with the “Claude crash”: Relx should keep buying back shares, then buy more | Nils Pratley

Here's something that caught my attention — the so-called 'Claude crash.' Despite the market's recent jitters over AI, Relx isn’t sweating it. According to Nils Pratley in the Guardian, the company remains surprisingly confident, even as the stock price dips due to fears that AI advancements might hurt profits. Now, here’s where it gets interesting — Pratley points out that Relx and other data giants like Experian and Informa are quietly facing disruptions, but they’re not throwing in the towel. What’s their move? They should keep buying back their own shares and, honestly, buy more if they can. This isn’t about panic; it’s about patience and strategic positioning. So, even if markets get jittery over AI, these firms seem to see the bigger picture — stability and growth. And get this — Pratley suggests this could be a prime opportunity for investors willing to look beyond short-term fears, because these companies might come out stronger on the other side.

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The firm remains confident even as the market flips from seeing it as an AI winner to fearing its profit margin will implode

As the FTSE 100 index bobs along close to all-time highs, it is easy to miss the quiet share price crash in one corner of the market. It’s got a name – the “Claude crash”, referencing the plug-in legal products added by the AI firm Anthropic to its Claude Cowork office assistant.

This launch, or so you would think from the panicked stock market reaction in the past few weeks, marks the moment when the AI revolution rips chunks out of some of the UK’s biggest public companies – those in the dull but successful “data” game, including Relx, the London Stock Exchange Group, Experian, Sage and Informa.

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Audio Transcript

4821.jpg?width=1200&height=630&quality=8

The firm remains confident even as the market flips from seeing it as an AI winner to fearing its profit margin will implode

As the FTSE 100 index bobs along close to all-time highs, it is easy to miss the quiet share price crash in one corner of the market. It’s got a name – the “Claude crash”, referencing the plug-in legal products added by the AI firm Anthropic to its Claude Cowork office assistant.

This launch, or so you would think from the panicked stock market reaction in the past few weeks, marks the moment when the AI revolution rips chunks out of some of the UK’s biggest public companies – those in the dull but successful “data” game, including Relx, the London Stock Exchange Group, Experian, Sage and Informa.

Continue reading...
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