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IT majors’ shares dip as Claude’s new model ‘poses risks’ to revenue

IT majors' shares fall as Anthropic's new Claude model threatens revenue, with industry experts predicting a 3-5% decline.

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thehindu.com

economictimes.indiatimes.com

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thehindu.comStai leggendo22 h fa

IT majors’ shares dip as Claude’s new model ‘poses risks’ to revenue

Anthropic released Fable 5, a more efficient Claude, causing Nifty IT Index to drop 1.6% as analysts warn of 3-5% deflation. Fable 5's software engineering capabilities commoditize knowledge work, threatening traditional IT outsourcing and consulting-dependent margins.

originale

economictimes.indiatimes.com14 h fa

Another AI aftershock sends Indian IT stocks for a tumble

Anthropic's Claude Fable 5 sent Indian IT stocks tumbling for 7 sessions as investors fear AI erodes legacy application maintenance service demand. Service firms must pivot to AI integration consulting or lose clients to in-house automation.

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Timeline cronologica

giovedì 11 giugno 2026·thehindu.com
IT majors’ shares dip as Claude’s new model ‘poses risks’ to revenue
IT majors' shares fall as Anthropic's new Claude model threatens revenue, with industry experts predicting a 3-5% decline.
venerdì 12 giugno 2026·economictimes.indiatimes.com
Another AI aftershock sends Indian IT stocks for a tumble
Indian IT shares extended their seventh straight session of losses as Anthropic's new AI model intensified investor fears of revenue disruption. Global tech stock declines,…