Infosys, Wipro, other IT stocks in focus as Anthropic delivers new shock; ADRs tumble up to 5%

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Indian IT stocks including Infosys and Wipro may face selling pressure after Anthropic said its Claude Code tool can modernise COBOL-based legacy systems. The announcement triggered up to a 5% fall in US-listed ADRs, intensifying concerns that AI could disrupt traditional IT services and software business models.