IT Stocks Alert: Anthropic AI से दबाव, Investors के लिए Dr. Ravi की राय!

Goodreturns

Anthropic AI और तेजी से बदलती global tech landscape ने IT sector को फिर से सवालों के घेरे में ला दिया है। Cost-cutting, slow deal wins और AI-led disruption से earnings visibility कमजोर दिख रही है। Market में चर्चा है कि अगले 1–2 साल IT में बड़ा rerating मुश्किल हो सकता है। ऐसे में investors के लिए suspense यही है—क्या IT अभी value trap है या portfolio rebalance करने का यही सही समय?     #ITSector #ITStocks #AnthropicAI #AIDisruption #StockMarketIndia #TechStocks #PortfolioRebalance #MarketAlert  Also Read  Budget 2026: 6 Sectors From IT To Healthcare, One Big Hiring Shift; What Industry Wants From FM Sitharaman? :: https://www.goodreturns.in/personal-finance/budget-2026-6-sectors-from-it-to-healthcare-one-big-hiring-shift-what-industry-wants-from-fm-sith-1483607.html?ref=DMDesc  New Labour Code: Centre Implements Mandatory 7th-Day Salary Deadline for IT and ITES Employees :: https://www.goodreturns.in/news/new-labour-code-mandates-salary-disbursement-by-7th-of-every-month-for-it-and-ites-employees-1471553.html?ref=DMDesc  Accenture Stock Crashed 7% After Q3 Earnings; Infosys, TCS, Wipro, Other Indian IT Stocks In Focus Next Week :: https://www.goodreturns.in/news/accenture-stock-crashed-7-after-q3-earnings-infosys-tcs-wipro-indian-it-stocks-in-focus-next-week-1437471.html?ref=DMDesc    ~HT.318~

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00:00Now I have said that you have said that you have made a little bit of money.

00:05In the situation, there is also a great news about Anthropic AI.

00:10The whole IT sector has been spent in this period.

00:14If we look at US markets, the Nasdaq has also gone down completely.

00:18Indian IT companies are also looking at this point.

00:21There is only a reference here that an AI tool

00:25can impact the IT sector so much?

00:28Is there a long-term impact on the IT sector?

00:31Or is it just a news-based impact?

00:33How are you looking at long-term?

00:37My view is different.

00:41The first thing is that if I talk about IT counter,

00:44I have told you about the US, Eurozone,

00:49there is a lot of pressure also about our company,

00:55so they are already going to do an issue.

00:58In this time, I also want to look at this negative effect.

01:00I don't think it's a very good risk

01:02because I think it's a very bad attitude,

01:04but against this rate,

01:05if it becomes more an exposure than one industry,

01:08it will also work on IT counter.

01:10see

01:12that

01:13it

01:15is

01:17more

01:19more

01:20more

01:21the

01:23impact

01:24the

01:25change

01:26is

01:27not

01:28but

01:30it

01:31will

01:32be

01:33as

01:34as

01:36as

01:37as

01:38in sari company share

01:39you can see your portfolio

01:41and see your portfolio

01:43and I think that if you get a lot of friends

01:45will be less than a time

01:47you will be able to understand

01:48you can understand

01:49you will be able to understand

01:50yes, you will be able

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