Software stocks rebounded sharply Tuesday as partnerships with Anthropic helped ease AI disruption fears that had triggered a recent selloff. Salesforce shares climbed 5% after announcing plug-ins for Anthropic's latest AI offerings, while DocuSign gained 4.3% and Intuit rose 2.3% following similar partnership announcements.

Thomson Reuters shares surged nearly 14% after reporting one million professional users of its CoCounsel AI tool and unveiling integration with Anthropic's Claude model. The broader iShares Expanded Tech-Software Sector ETF advanced about 2%, reversing recent losses. The moves came weeks after software stocks sold off sharply on concerns that increasingly autonomous AI could threaten traditional SaaS business models.

Analysts noted the partnership announcements suggest a more collaborative path forward rather than displacement. Anthropic introduced 10 new enterprise integration tools, including capabilities for investment banking deal review, wealth management analysis, and HR functions. The San Francisco-based company, backed by Alphabet's Google and Amazon, emphasized how Claude works with existing software systems to enhance performance rather than replace them.