
Doston, agar aaj aapne apna portfolio check kiya hai, toh shayad aapke hosh udd gaye honge! Specially agar aapne IT stocks jaise TCS, Infosys ya Wipro mein invest kiya hai.
📉 Market ka Haal (4 Feb 2026)
- Nifty IT Index: Aaj Nifty IT index lagbhag 6% tak gir gaya, jo ki March 2020 ke baad iski sabse badi ek din ki girawat hai. Is crash se IT companies ki market value mein lagbhag ₹2 lakh crore ka nuksan hua hai.
- Top Losers:
- Infosys: Sabse zyada asar pada, share 7.25% se zyada niche gira.
- TCS: Lagbhag 7% ki girawat.
- LTIMindtree & Coforge: Dono mein 6-8% ki bhari girawat dekhi gayi.
Girawat ki Asli Wajah: “Anthropic” ka AI Blast
Is girawat ke peeche koi domestic wajah nahi, balki ek global factor hai:
- Anthropic’s Claude Cowork: US-based AI startup Anthropic ne ‘Claude Cowork’ ke liye 11 naye plug-ins launch kiye hain jo legal, sales, aur data analysis jaise kaam khud kar sakte hain.
- Disruption ka Darr: Investors ko darr hai ki ye naye AI tools traditional outsourcing aur SaaS platforms ki jagah le lenge, jisse Indian IT companies ka business model khatre mein pad sakta hai.
- US Market ka Asar: Kal raat US markets mein software stocks buri tarah gire the, jiska asar aaj Indian IT ADRs par bhi dikha.
Doston, agar aaj aapne apna portfolio check kiya hai, toh shayad aapke hosh udd gaye honge! Specially agar aapne IT stocks jaise TCS, Infosys ya Wipro mein invest kiya hai.
Aaj, 4 February 2026 ko Indian Stock Market mein ek aisa toofan aaya jisne IT sector ke investors ke lagbhag ₹2 lakh crore mitti mein mila diye. Nifty IT index mein aayi 6% ki ye girawat koi mamuli baat nahi hai—ye March 2020 (Corona period) ke baad ki sabse badi girawat hai.
Lekin sawal ye hai ki achanak aisa kya hua? Kya Indian IT companies kamzor ho rahi hain? Nahi! Iska asli villain India mein nahi, balki America mein baitha hai. Anthropic naam ke ek AI startup ne kuch aisa launch kar diya hai jisne puri duniya ke software industry mein ‘SaaSpocalypse’ ka darr paida kar diya hai.






