Just caught the Indian market today - pretty choppy action overall but still managed to close slightly in the green. The BSE Sensex was up about 283 points (0.34%) and Nifty added nearly 94 points, though honestly the whole session felt like it was fighting between buyers and sellers.



What's interesting is that IT stocks took a hit after Anthropic dropped Claude Sonnet 4.6 - this new AI model can handle a lot of office tasks automatically. TCS, Infosys, HCL Tech, and Tech Mahindra all fell around 1 percent, while Wipro and some others dropped even more. Investors seem genuinely worried that companies might cut back on traditional IT services and outsourcing if AI keeps eating into those services.

On the flip side, some non-tech names held up well. Tata Steel jumped nearly 3 percent, ITC was up 2.2 percent, Axis Bank gained 1.5 percent. The mid-cap and small-cap indexes also did okay. Breadth was decent too - more gainers than losers on the BSE. But the overall tone stays cautious because people are still nervous about how AI could disrupt way more than just tech, plus nobody's really expecting the Fed to cut rates anytime soon.
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