Sensex and Nifty are under pressure due to continuous decline in IT stocks in the share market. Shares of Infosys, TCS and Wipro fell 5–10%, while selling was also seen in IBM in New York. The reason is believed to be not Tariffs, but AI driven Technological Shift. Anthropic’s Claude 4 and Autonomous Coding Agents have increased pressure on the traditional IT Services model. Time and Material based models and legacy maintenance revenue are being challenged by AI automation. Although not a bubble like 2000, but a consolidation like 2008 is visible—this could become a long-term opportunity for companies adopting AI.
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