Anthropic's Mythos Model Could Shift Software Focus to Collaboration with AI -- Market Talk

Dow Jones

Apr 09

1234 GMT - Anthropic's new Mythos model could change the narrative surrounding artificial-intelligence competition to software companies, Janus Henderson portfolio manager Ana Chkhikvadze says. European software stocks are down by more than 24% so far this year following a sharp selloff prompted by fears over competition from AI agents. While the debate will continue, Mythos--an AI-powered cybersecurity model--might shift investor attention away from competition fears, the portfolio manager says. Instead, investor focus will turn toward potential partnerships between AI providers and software companies "centered around protection and governance," Chkhikvadze says. A gauge of European software stocks slides 2.5% in afternoon trade.(josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

April 09, 2026 08:34 ET (12:34 GMT)

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European software stocks are down by more than 24% so far this year following a sharp selloff prompted by fears over competition from AI agents. While the debate will continue, Mythos--an AI-powered cybersecurity model--might shift investor attention away from competition fears, the portfolio manager says. Instead, investor focus will turn toward potential partnerships between AI providers and software companies \"centered around protection and governance,\" Chkhikvadze says. A gauge of European software stocks slides 2.5% in afternoon trade.(josephmichael.stonor@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 09, 2026 08:34 ET (12:34 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Anthropic's Mythos Model Could Shift Software Focus to Collaboration with AI -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnthropic's Mythos Model Could Shift Software Focus to Collaboration with AI -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-09 20:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1234 GMT - Anthropic's new Mythos model could change the narrative surrounding artificial-intelligence competition to software companies, <a href=\"https://laohu8.com/S/JHG\">Janus Henderson</a> portfolio manager Ana Chkhikvadze says. European software stocks are down by more than 24% so far this year following a sharp selloff prompted by fears over competition from AI agents. While the debate will continue, Mythos--an AI-powered cybersecurity model--might shift investor attention away from competition fears, the portfolio manager says. Instead, investor focus will turn toward potential partnerships between AI providers and software companies \"centered around protection and governance,\" Chkhikvadze says. A gauge of European software stocks slides 2.5% in afternoon trade.(josephmichael.stonor@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 09, 2026 08:34 ET (12:34 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IGM","symbol_name":"iShares Expanded Tech Sector ETF","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2626918262","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2626918262","pubTimestamp":1775738040,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Copyright (c) 2026 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"IGM":"iShares Expanded Tech Sector ETF","VGT":"信息技术ETF-Vanguard","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","AGIX":"通用人工智能 ETF-AGIX","ARTY":"ISHARES FUTURE AI & TECH ETF","BK4588":"碎股","BK4585":"ETF&股票定投概念","AIPO":"Defiance AI and Power Infrastructure ETF"},"translate_title":"Anthropic的Mythos模型可能会将软件重点转移到与人工智能的协作——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VGT":0.9,"ARTY":1.5,"CHAT":1.5,"IGM":0.77,"AGIX":1.5,"AIPO":1.5},"content_text":"1234 GMT - Anthropic's new Mythos model could change the narrative surrounding artificial-intelligence competition to software companies, Janus Henderson portfolio manager Ana Chkhikvadze says. 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A gauge of European software stocks slides 2.5% in afternoon trade.(josephmichael.stonor@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 09, 2026 08:34 ET (12:34 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}