Claude AI May Make Analyst Groupthink Worse

Now imagine what happens when equity analysts — already well known for their corporate obsequiousness /Obsequiousness means excessive, often insincere eagerness to please or obey someone in authority, usually in a way that feels fawning or servile/

and pack mentality — are all listening to the same quarterly earnings report, and using the same one or two AI models to transcribe, analyze and suggest advice based on that call. 

If market participants are all drawing from the same models trained on largely the same historic data, it’s probable they’ll not only miss the black swan events that have never happened before, but reach similar conclusions and investment strategies.

Parmy Olson Bloomberg February 9, 2026 

https://www.bloomberg.com/opinion/articles/2026-02-09/anthropic-claude-financial-markets-should-brace-for-ai-groupthink

 

Parmy Olson is a Bloomberg Opinion columnist covering technology. A former reporter for the Wall Street Journal and Forbes, she is author of “Supremacy: AI, ChatGPT and the Race That Will Change the World.”

The book was awarded the Financial Times and Schroders Business Book of the Year Award in 2024

https://englundmacro.blogspot.com/2026/02/anthropic-has-roughly-2000-employees.html


Much better off going with the herd

Some value managers lost their jobs — perhaps most famously Tony Dye, who refused to hold US equities in 1999 because they were so overvalued. 

They don’t want to be what investor Mark Kritzman calls “wrong and alone.” 

https://englundmacro.blogspot.com/2022/10/much-better-off-going-with-herd.html


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