The iShares Expanded Tech-Software Sector ETF (IGV) slid 4.2% as major names like Salesforce (-6%), Adobe (-4%), SAP (-4%) and ServiceNow (-5%) saw sharp declines on Tuesday. Claude’s latest browser-based AI release and Anthropic’s new tool for remote computer operation via smartphone commands are drawing demand away from traditional enterprise software offerings. The 10-year Treasury yield reached eight-month highs, and boutique research warns Atlassian partners are tracking below plan with projected CY26 growth deceleration, adding to sector pressure. ServiceNow partnered with Zenity to operationalize AI agent risk reduction in security operations, aiming to bolster its AI security control tower capabilities despite current market weakness.