Google's earnings report tonight is super critical. Most AI stocks are running out of steam, lacking new upward momentum. Google represents the overall expectations for AI applications and revenue potential. Anthropic's launch of Claude Code allows users with no programming experience to build software, virtually eliminating technical barriers. Because of this, software stocks have faced global sell-offs, as the market expects AI to eventually completely replace traditional process-locked SaaS (Software as a Service) products, destroying their business models. Software companies without competitive AI models are being brutally hammered across markets. In the Asian market, Tencent plummeted to just over 500 HKD. In the U.S. market, Intuit (INTU) has been crashing for several days, with its stock price already halved.