Sponsored by edgeful
Happy Tuesday!
On Tuesday morning in New York, Dario Amodei and Jamie Dimon sat onstage together for the first time. Anthropic released ten ready-made Claude agents built for the work that bankers, analysts, accountants, and compliance officers actually do every day. By midday, FactSet $FDS ( ▼ 2.24% ) was down as much as 8%. Morningstar gave up its gains and turned negative. S&P Global and Moody's both saw heavy selling.
The ten agents are not abstract demos. They are templates pointed at specific desks. A pitch builder that drafts a deck from a target list. A meeting prep agent that pulls together a client brief. An earnings reviewer that reads a transcript and updates the model. A model builder. A market researcher. A valuation reviewer. A general ledger reconciler. A month-end closer. A statement auditor. A KYC screener that packages compliance escalations. Each one runs either as a plugin inside Claude alongside the analyst, or as a managed agent that works autonomously with audit logs and credential controls.
Sometimes a setup looks clean, but you still want to know if the odds have actually been there before. Edgeful lets you sanity-check the history behind a move without turning your process into a science project.
You can see how similar price patterns played out in the past, how often breakouts held, and whether volume and trend behavior line up with the idea. It works across stocks, futures, forex, and crypto.
It’s not about predicting the future. It’s about using simple stats to decide if a trade makes sense or if waiting is the smarter move.
The piece that ties this together is the Microsoft 365 work. Anthropic made its add-ins for Excel, PowerPoint, and Word generally available, with Outlook in beta. The context now follows the user across all four. A model started in Excel can be turned into a deck in PowerPoint and a cover note in Outlook without re-explaining what the work is about.
Then there is the data layer. Moody's is now embedded directly inside Claude as an app, not just a data feed. Eight new connectors were added on top of that, including Dun & Bradstreet, Verisk, Guidepoint, Third Bridge, IBISWorld, and SS&C IntraLinks. The Moody's piece is the most interesting one. Moody's stock fell on the same day it became one of the most prominent partners.
That is the actual question hanging over FactSet, Morningstar, and the rest. These companies sell seat licenses to people whose chair time the agents are built to replace. Even when the data still comes from FactSet underneath, the analyst may not need their own login anymore.
The day before the product launch, Anthropic announced a $1.5 billion joint venture with Blackstone, Hellman & Friedman, and Goldman Sachs. The point of the venture is to push Claude into mid-sized companies and private-equity-owned businesses, with portfolio companies as the first targets. OpenAI announced a similar deployment company and a separate partnership with PwC the same week. Both companies have realized that the technology is no longer the bottleneck.
A few things worth watching from here. Whether banks actually move from plugin mode to managed agents, which is the more autonomous and more disruptive path. Whether FINRA or the SEC issues agent-specific guidance. Whether the data vendors that just became Anthropic partners can hold their pricing once the seat-count math gets renegotiated. And how Anthropic chooses its next vertical, because finance is being treated explicitly as the template.
