The stock market today opened with pressure on IT counters. After two straight sessions of gains, Infosys, Persistent Systems, and Wipro saw their share price fall as global tech sentiment turned weak.
This wasn’t random profit booking. The trigger came from a fresh global development in the AI space. And markets reacted fast.
Let’s break it down clearly.
Market Performance: Nifty IT Index Falls 2.5%
The impact was visible across the board.
At around 10:05 AM, the Nifty IT index was down nearly 2.5%, trading at 32,265.20.
Almost all major IT stocks were in the red.
Here’s how key names performed in early trade:
- Persistent Systems share price: Down over 3%
- Infosys share price: Slipped nearly 3%
- Coforge: Fell close to 3%
- Tech Mahindra: Dropped nearly 3%
- LTI Mindtree: Declined around 3%
- HCL Technologies: Down over 2%
- Wipro share price: Slipped over 2%
- Mphasis: Down more than 2%
- TCS: Fell nearly 2%
After two days of recovery, the reversal was sharp.
The mood was cautious.
Main News: What Triggered the Fall in IT Stocks?
The pressure began after Anthropic announced the launch of Claude Sonnet 4.6, calling it its most capable Sonnet model yet.
This launch reopened an old worry in the stock market today — how artificial intelligence could disrupt traditional software and IT services businesses.
Anthropic said:
- Claude Sonnet 4.6 is a full upgrade across coding, computer use, long-context reasoning, and agent planning.
- It will be the default model on claude.ai and Claude Cowork.
- Pricing remains the same as Sonnet 4.5, starting at $3/$15 per million tokens.
- Early developers reportedly preferred it even over Claude Opus 4.5.
That line alone was enough to shake sentiment.
Markets globally reacted.
- Cognizant shares dropped 2.06%
- Accenture declined 1.94%
The reaction overseas set the tone for Indian IT stocks in the stock market today.
Why AI Launches Are Impacting Infosys, Persistent Systems, Wipro Share Price?
Here’s the core issue investors are watching.
Anthropic highlighted that AI models can now use older software systems — even those built before modern APIs existed.
Earlier, companies needed special connectors to automate such systems. Now, AI models can interact with software “like a person.”
This shifts the conversation.
If AI models handle coding, automation, and integration faster and smarter, the role of traditional IT services companies faces fresh scrutiny.
That thought process spilled over into Infosys, Persistent Systems, Wipro, and others.
And we saw it in their share price moves.
Context: Recent Volatility in IT Stocks
The fall didn’t come in isolation.
Earlier this month, IT stocks were already under pressure. Concerns were building around AI-driven competition after Anthropic launched a legal AI tool for its chatbot.
Last week, the IT index had dropped 8.2% — its worst weekly performance in 11 months.
Then came a relief rally.
Just yesterday, IT stocks had jumped sharply after Infosys announced a strategic partnership with Anthropic.
Under that partnership:
- Claude models, including Claude Code, will be integrated with Infosys Topaz AI offerings.
- A dedicated Anthropic Center of Excellence will be launched.
- AI agents tailored to industry operations will be developed.
At its Investor AI Day, Infosys leadership stated that AI presents opportunity rather than disruption.
That optimism lifted prices earlier.
But today, sentiment flipped again.
Company-Wise Snapshot: Infosys, Persistent Systems, Wipro
Infosys Share Price
A heavyweight in the IT index, Infosys share price slipped nearly 3% in morning trade.
The stock had rallied recently after the Anthropic partnership news, making it more sensitive to global cues.
Persistent Systems Share Price
Persistent Systems was the top loser, falling over 3%.
Mid-tier IT names tend to react sharply to global software developments, and this session was no different.
Wipro Share Price
Wipro share price declined more than 2%.
Like peers, the stock mirrored broader IT weakness tied to AI-related uncertainty.
Stock Market Today: Larger Picture for IT Sector
The current volatility shows one thing clearly.
AI developments are now immediate market-moving events.
Every new model launch is being evaluated for:
- Impact on software demand
- Role of IT services firms
- Pricing pressure risks
- Competitive intensity
Even global currency movement and foreign investor flows have amplified the weakness.
The result?
Sharp swings in IT counters within days.
Numbers That Matter
- Nifty IT index down 2.5%
- Index level: 32,265.20 (10:05 AM)
- Persistent Systems down 3%+
- Infosys down nearly 3%
- Wipro down 2%+
- IT index lost 8.2% last week
- Claude Sonnet 4.6 pricing: $3/$15 per million tokens
These are the numbers driving sentiment in the stock market today.
What This Means for Market Sentiment?
The story is simple.
AI is evolving fast.
Markets are reacting even faster.
The fall in Infosys, Persistent Systems, and Wipro share price reflects caution, not panic. The broader narrative is still unfolding.
One session celebrates AI partnerships.
Another session worries about AI competition.
That’s how the IT sector is trading right now — headline by headline.
Summary: Why Infosys, Persistent Systems, Wipro Fell in Stock Market Today?
- IT stocks dropped after Anthropic launched Claude Sonnet 4.6
- Global tech stocks fell, impacting Indian IT shares
- Nifty IT index declined 2.5%
- Persistent Systems and Infosys fell nearly 3%
- Wipro dropped over 2%
- Sector had already seen 8.2% decline last week
The stock market today made one thing clear: AI-related updates are shaping price action in IT stocks more than ever.
For now, Infosys, Persistent Systems, and Wipro remain at the center of this evolving AI-driven narrative.
And the market is watching every move closely.
Source: Moneycontrol
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