What is Claude Code and why does it matter for investors?

Claude Code is Anthropic’s coding and task assistant built to work inside common business apps. For investors, it matters because embedding AI where users already work can raise engagement, renewals, and upsell opportunities. That supports revenue durability for incumbents and reduces fears that AI will replace core software outright.

How do the new Anthropic Claude plugins affect software stocks?

The plugins shift AI from standalone tools to add-ons inside existing workflows. That supports incumbents with large installed bases, improving cross-sell potential and time-to-value. Markets read this as positive for earnings quality, helping spark a software stocks rebound as integration news reduced the risk of disruptive replacement.

Why is Microsoft Excel integration getting attention?

Excel is a daily system of record for analysis and approvals. Microsoft Excel integration lets AI assist without moving data to new apps, cutting training time. That reduces friction and speeds trials. Investors see faster adoption, broader usage, and clearer ROI, which can be supportive for index-heavy names tied to office productivity.

What should Singapore investors watch next around the Nasdaq-100?

Watch technicals like RSI near 50, reactions around Bollinger mid and prior highs, and company updates on enterprise rollouts. Track seat expansion, attach rates, and usage metrics tied to Claude Code. Also monitor SGD/USD, US policy headlines, and earnings guidance from major constituents for confirmation of adoption and margin trends.

Global Market Insights

^NDX Today: February 25 — Anthropic Partnerships Lift Software Stocks

ByHuzaifa Zahoor February 25, 2026

Claude Code took center stage today as Anthropic rolled out enterprise plugins across Excel, Slack, Gmail, and DocuSign. The move sparked a software stocks rebound and supported the Nasdaq-100, as AI looked additive to current tools instead of a rip-and-replace threat. For Singapore investors, the update reframes AI adoption as workflow-first. We focus on how this can affect index momentum, which technical levels matter now, and where Claude Code and Anthropic Claude plugins could shift earnings power across large-cap tech.