Why did RELX fall so much today?

Reports of new Anthropic AI tools for legal drafting and research raised fears about pricing, churn, and growth across legal data platforms. Traders sold content-heavy software and rotated into perceived AI winners. Volume spiked well above average, suggesting forced exits and a repricing of risk in knowledge-work software.

How should SG investors think about currency risk with RELX?

RELX ADR trades in USD, so Singapore investors face SGD-USD swings plus FX costs. Use smaller position sizes if volatility rises, and consider hedging if exposure is large. Keep cash buffers for margin calls. Review how FX shifts impact your portfolio return targets and risk limits over different holding periods.

What are the key numbers to watch next week?

Focus on earnings on 12 Feb 2026: Legal and Risk segment growth, churn, pricing, and new AI product updates. Look for comments on partnerships, model access, and workflow integrations that could defend share against Anthropic AI. Cash flow, dividend plans, and leverage guidance will also matter.

Is RELX still investable after the drop?

It depends on your time horizon and risk tolerance. Valuation improved, and margins plus cash flow remain solid. Risks are real: high leverage and competitive pressure from Anthropic AI in legal tech. Consider phased entries, strict stops, and waiting for earnings signals on retention, pricing power, and product roadmap.

Global Market Insights

RELX Stock Today: February 5 – Anthropic AI Shock Hits Legal Data

ByHuzaifa Zahoor February 5, 2026February 5, 2026

Anthropic AI is shaking legal and data platforms, and investors hit sell. Shares of RELX slid after fresh legal automation tools raised disruption risks across research and analytics. The stock fell to $29.96, down 15.7% on heavy volume, as traders rotated into perceived AI winners. For Singapore investors, the move highlights concentration risk in software and the need to review exposure ahead of earnings. We break down what changed, what to watch next, and how to manage this shock.