AI Fears Hammer Software Stocks, Revealing a More Significant Issue for U.S. Markets.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 04 2026
0mins
Should l Buy RELX?
Source: Barron's
Impact on Professions: The rise of artificial intelligence is shifting job security concerns from software developers to lawyers, highlighting the expanding influence of AI across various professions.
Market Reactions: This transition is contributing to a rotation in the stock market, affecting both U.S. equities and international markets as investors respond to the implications of AI advancements.
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Analyst Views on RELX
Wall Street analysts forecast RELX stock price to rise
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 35.750
Low
60.54
Averages
60.54
High
60.54
Current: 35.750
Low
60.54
Averages
60.54
High
60.54
About RELX
RELX PLC is a United Kingdom-based global provider of information-based analytics and decision tools for professional and business customers. The Company operates in four market segments: Risk; Scientific, Technical & Medical; Legal, and Exhibitions. The Risk segment provides customers with information-based analytics and decision tools that combine public and industry-specific content with advanced technology and algorithms to assist them in evaluating and predicting risk and enhancing operational efficiency. The Scientific, Technical & Medical segment helps researchers and healthcare professionals advance science and improve health outcomes by combining high-quality scientific and medical information. The Legal segment provides legal, regulatory and business information and analytics. The Exhibitions segment combines industry expertise with data and digital tools to help customers connect face-to-face and digitally, learn about markets, source products and complete transactions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Time Impact on Satisfaction: 91% of applicants believe that lengthy application times negatively affect their overall satisfaction, with 36% of those who completed the process also indicating time as a pain point, which could lead to customer attrition and impact insurers' business.
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See More
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See More
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- Time Impact on Satisfaction: 91% of applicants believe that lengthy application times negatively affect their overall satisfaction, with 36% of those who completed the process also indicating time as a pain point, which could lead to customer attrition and impact insurers' business.
- Preference for Online Patient Portals: Applicants prefer sharing medical information via online patient portals, with 77% citing ease of use as a key driver, suggesting that insurers should adopt technologies that align better with consumer habits to improve the application experience.
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See More
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- Competitive Threat: The complaint alleges that Meta relied on pirated or unlicensed copies, stripped copyright management information, and produced book-like outputs and summaries that may compete with original works, potentially disrupting the market.
- Legal Context: This lawsuit follows Meta's earlier courtroom victory in a separate authors' case last year, although the publishers assert that their case is stronger, highlighting the complexities of copyright issues in AI training.
- Meta's Response Strategy: Meta plans to fight the case aggressively, marking a significant legal test over whether training AI on copyrighted material constitutes fair use or infringement.
See More
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- Strategic Partnership: Cytora has formed a strategic relationship with LexisNexis Risk Solutions to embed advanced data and analytics directly into the Cytora platform, aiming to accelerate digital risk processing capabilities for U.S. commercial insurers and enhance efficiency in risk assessment and management.
- Automated Underwriting Process: By leveraging Cytora's configurable platform, commercial insurers can utilize LexisNexis's industry-leading data to automatically enrich submission information, significantly reducing manual lookups and improving the speed and accuracy of underwriting processes, thereby optimizing risk selection.
- Data Ecosystem Development: Cytora's COO, Juan de Castro, stated that this collaboration marks a significant milestone in building one of the world's most comprehensive data ecosystems for insurers, aimed at providing commercial insurance clients with the intelligence needed to accelerate decision-making.
- Innovation-Driven Growth: LexisNexis's Senior Vice President, David Zona, emphasized that combining cutting-edge AI with data intelligence can transform underwriting from a reactive to a proactive process, enabling commercial insurers to drive sustainable growth through precise risk assessment and highly automated workflows.
See More
RELX Issues Trading Update Ahead of 2026 AGM
- Strong Revenue Growth: RELX has started 2026 on a positive note, achieving robust revenue and profit growth across all four business areas, with expectations that adjusted operating profit will exceed revenue growth for the full year, indicating sustained market competitiveness.
- Innovation-Driven Business: The company is leveraging deep customer insights to develop new products by combining unique content and comprehensive datasets with advanced AI technologies, driving a shift towards higher growth analytics and decision tools that enhance customer value.
- Legal Sector Performance: The legal business area has seen double-digit growth, driven by the adoption and expansion of its core AI-enabled legal research and analytics platform, showcasing RELX's strong competitive position in the legal tech space.
- Exhibitions Business Continues to Grow: Despite the rescheduling of some events in the Middle East, RELX expects strong revenue growth in its exhibitions business and an improvement in adjusted operating margins, reflecting the company's success in digital transformation initiatives.
See More
LexisNexis and Agenium Integration Accelerates Digital Transformation in Life Insurance
- Accelerated Digital Transformation: The integration of LexisNexis with Agenium enables life insurers to efficiently access electronic health records (EHRs), streamlining data acquisition processes that enhance the insurance application experience and speed up underwriting decisions.
- No-Code Platform Benefits: Agenium's no-code platform offers insurers flexible configuration options, allowing for rapid integration of desired workflows, thereby improving data usability and operational efficiency to meet market demands for expedited underwriting.
- Real-Time Risk Scoring: The integrated platform supports real-time risk scoring and underwriting decisions, helping insurers deliver superior customer experiences at the point of sale, enhancing market competitiveness and driving the industry's digital evolution.
- Commitment to Continuous Innovation: LexisNexis plans to further expand its collaboration with Agenium, aiming to provide additional integrations and capabilities in the future to support evolving insurer needs, ensuring they remain at the forefront of a rapidly changing market.
See More
LexisNexis and Agenium Integration Accelerates Digital Transformation in Life Insurance
- Accelerated Digital Transformation: The integration of LexisNexis with Agenium enables life insurers to efficiently access electronic health records (EHRs) through a no-code platform, streamlining the application process and enhancing customer experience while speeding up underwriting decisions.
- Enhanced Decision Support: The new platform integrates LexisNexis medical data, providing decision-grade medical insights that assist insurers in making more informed underwriting decisions, which is expected to significantly improve operational efficiency.
- Market Demand Response: As insurers transition to end-to-end digital experiences, Agenium's modern integration layer allows carriers to seamlessly connect various application platforms, addressing the market's need for real-time risk scoring and underwriting decisions.
- Deepened Industry Collaboration: This integration signifies a further deepening of the partnership between LexisNexis and Agenium in the life insurance sector, with expectations for more integrations and capability expansions to meet evolving industry demands.
See More
