Explained: How IBM’s 13% plunge on Anthropic’s COBOL disruption fears sparked bloodbath in TCS, Infosys, Wipro & other IT stocks

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IT stocks slumped on February 24, falling up to 8%, after IBM plunged 13% on Wall Street—its worst drop in 25 years—amid concerns that Anthropic’s Claude AI tool could streamline COBOL code and disrupt IBM’s legacy business. The weakness spilled over to Indian IT names.