What happened
Thomson Reuters (TRI) stock surged over 11% on February 24, 2026, following Anthropic's announcement of Claude Cowork updates and partnerships, which included TRI's use of Claude-powered AI agents. This rebound occurred after TRI's stock had fallen 26% year-to-date and 44% over six months, trading 55% below its July 2025 high of $218, attributed to "Agentic AI Fears". The company reported Q4 2025 revenue of $2.01 billion, up 5% year-over-year, with adjusted EPS of $1.07.
Why it matters
The market's reaction to Thomson Reuters' AI integration shifts the narrative around established enterprise data providers facing agentic AI disruption. For investors and procurement teams, this demonstrates how strategic partnerships with frontier model developers can mitigate perceived risks and validate existing business models, rather than replacing them. The stock's 11%+ surge on the news, contrasting with earlier fears, indicates a re-evaluation of how AI will augment, not just displace, core services.
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