{
  "id": 19597078,
  "title": "Anthropic Now Makes Its Own Spreadsheet Software. Here's What I'd Do With Microsoft Stock.",
  "url": "https://urgent.news/2026/11/12/anthropic-now-makes-its-own-spreadsheet-software-heres-what-id-do",
  "topic": "ai",
  "section": "AI",
  "published": "2026-11-12T03:07:02.000Z",
  "source": {
    "name": "Motley Fool",
    "slug": "motley-fool",
    "url": "https://www.fool.com/investing/2026/11/11/anthropic-now-makes-its-own-spreadsheet-software-here-s-what-i-d-do-with-microsoft-stock/?source=iedfolrf0000001"
  },
  "original_language": "en",
  "account": "Anthropic, the AI firm behind Claude chatbot, has launched its own spreadsheet software called Claude Sheets and Claude Whiteboards in beta. This new tool allows users to create spreadsheets with tabs, formulas, formatting, and drop-down menus, often from a single prompt. Claude directly manipulates cells, and multiple users can collaborate on the same sheet simultaneously. However, Anthropic acknowledges the tool's limitations, stating that it currently offers only simple spreadsheet functionality. For tasks requiring full Excel capabilities, users can export the spreadsheet as .xlsx or CSV file, or use Claude for Excel, which integrates with Microsoft's spreadsheet application. The rollout of Claude Sheets and Whiteboards is cautious, with features turned on by default for Team plans but off by default for Enterprise customers. Microsoft, on the other hand, offers Excel as part of Microsoft 365, a business segment that generated $111 billion in revenue for the company's fiscal 2026. Microsoft shares experienced a 2.2% drop on Tuesday, bringing the stock price to approximately $533, although they remain up about 10% for the year. The launch of Claude Sheets could potentially impact Microsoft 365's seat growth, which was 6% to 7% year over year in each of the four quarters of fiscal 2026, and slowed to 5% in the fiscal first quarter. However, Microsoft's operating income from the productivity and business processes segment, which includes Microsoft 365, grew by 20% to $83.9 billion in fiscal 2026. Given the slow-down in seat growth, the current valuation of Microsoft's stock, at around $533 with a price-to-earnings ratio of approximately 30 times adjusted earnings, may not provide much room for growth if Microsoft's seat growth continues to decline. For existing Microsoft shareholders, there may not be a compelling reason to sell over the launch of Claude Sheets. However, potential new investors might consider the stock to be a bit overpriced at its current level.",
  "summary": "Claude Sheets is still in beta. Should the Excel maker's shareholders worry?",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Nasdaq Markets",
        "title": "Anthropic Now Makes Its Own Spreadsheet Software. Here's What I'd Do With Microsoft Stock.",
        "url": "https://urgent.news/2026/11/12/anthropic-now-makes-its-own-spreadsheet-software-heres-what-id-do-19599121",
        "published": "2026-11-12T03:27:02.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}