---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38877534.md"
description: "Watching the market today was really interesting. The software stocks that had just fallen—especially $Thomson Reuters(TRI.US) and $Factset Research(FDS.US)—were suddenly pulled up by Anthropic. I think the logic is actually quite clear: everyone has data and professional content. Now, embedding AI to improve efficiency is a win-win for clients. This is more realistic than simply relying on AI to poach users from traditional industries. Short-term speculative sentiment is one thing, but is there still fundamental support for the long term?"
datetime: "2026-02-25T10:22:45.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38877534.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38877534.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38877534.md)
author: "[粗心荷包蛋](https://longbridge.com/en/profiles/20845268.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/38877534.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38877534.md)


# Watching the market today was really interesting. …


### Related Stocks

- [FactSet Research Systems Inc. (FDS.US)](https://longbridge.com/en/quote/FDS.US.md)
- [Thomson Reuters Corporation (TRI.US)](https://longbridge.com/en/quote/TRI.US.md)

## Comments (5)

- **Rick Rich · 2026-02-25T10:25:55.000Z**: I think this time Anthropic has managed to soothe market sentiment.
- **土狗一枚 · 2026-02-25T10:25:33.000Z**: In the long run, the penetration of AI into professional services feels like a trend, but it's still unclear who will get the meat and who will just get the soup.
  - **粗心荷包蛋** (2026-02-25T10:26:52.000Z): Basically, AI can improve efficiency, but the incremental value will be highly differentiated.
- **GaryLong · 2026-02-25T10:25:16.000Z**: It depends on the extent to which the news materializes. Those without substantial earnings follow-up are prone to pull back.
- **rrrrrr · 2026-02-25T10:24:55.000Z**: Professional terminal information stocks like FactSet have never been cheap in terms of valuation, so short-term investors still need to be mindful of risks.