Claude 4.6, GPT 5.3, Gemini 3 Pro and more; Top AI models that rattled stock market

Every time a new AI model is launched, it first looks like a dystopian concept, but until it makes ground-level changes, nobody takes it seriously. The previous few models of AI that were launched since 2023 felt like a tool to aid productivity for the existing work. But the newer AI models are now becoming so advanced that they could replace humans in certain segments. The bigger worry for the market in the current rout of technology is that the aftereffects of these disruptions are unknown. This fear alone erased nearly $1.5 trillion from the market capitalisation of US tech stocks and nearly ₹6 lakh crore from the Indian IT stocks.

Some dismissed the claims of making the current tech and software services model obsolete, while some warned of looking for an alternate source of income in the times to come. Let us understand what exactly the new AI models are capable of and why they are creating a rout in tech stocks.

Claude Opus 4.6 by Anthropic

The new model launched by Anthropic has moved Claude from more of a conversational model to an operational one. The new model can process multi-million codebases, years of data in a single prompt, without losing track of the information. Moreover, it can also perform the activities of a leader for sub-AI agents and make them work on different projects in parallel. The Claude 4.6 holds advanced coding capabilities that are equivalent to level 1 and 2 engineers, with applied intelligence and professional experience.

GPT 5.3 by OpenAI

Similar to Claude Opus 4.6, the new GPT model by the Open AI has enhanced capabilities in improved reasoning, deep research and advanced coding. The GPT 5.3 codex is 25% more efficient and combines the advanced coding capabilities of the GPT 5.3 model and the professional reasoning capabilities of codex 5.2. It can make new websites with a better understanding and run tasks that involve research, tool use and complex execution. Moreover, it is highly capable of improving itself on its own as the OpenAI team used the codex to debug its own training, manage its own deployment, diagnose, test results and evaluations.

Gemini 3.0 Pro by Google DeepMind

The Gemini has moved from just a replacement to a search engine to a partner that leaves across the apps and does the work for you. In simple words, it can watch a 45-minute video and tell you what happened in it. Through its thinking mode, it goes deep into its own logic generated for the query put by users. Through its agentic capabilities, it can work as a parallel to you and get the work done for you. The latest version holds a large amount of memory to remember nearly 1500 pages of text or millions of lines of code at once.

Seedance 2.0 by Bytedance

This particular model of AI is set to disrupt the entertainment industry by making blockbuster-level video clips. Bytedance, which officially unveiled Seedance 2.0 on Thursday,y claimed it can design professional-level film, e-commerce and advertising productions by processing images, text, audio and video. Certain clips of it are already viral on social media and have impressed Elon Musk as well with its capabilities.

DeepSeek V4 (Engram)

Last year, in January 2025, DeepSeek rattled the US stock market by launching the R1 model, which outperformed all the existing AI models with less computing costs. It led to a massive selloff in chip stocks like Nvidia. The company is again expected to create another ruckus in the tech stocks as it plans to launch the V4 version of its AI model by the month end. According to reports, it will outperform Chat GPT and Claude on tasks involving long prompts coding. Another media report claimed it can push the boundaries for what AI can do for software development.

In summary, the software industry has been the first casualty of the disruptions made by the new AI models. Earlier during the day, in an interview with CNBC TV-18, Vishal Cikka, founder and CEO of Vianai and erstwhile CEO of Infosys, said, “ The tech companies should shift from managing known to creating unknown”. It profoundly sums up why the investors are worried about tech stocks in the world.