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Indian Stock Market LIVE Updates: Sensex, Nifty Under Pressure as Infosys, Wipro ADRs Fall

February 4, 2026
8 min read
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The Stock Market in India opened on a cautious note today as benchmark indices Sensex and Nifty 50 slipped into negative territory, tracking weakness in US-listed American Depositary Receipts of major IT companies, such as Infosys and Wipro. Early trade showed selling pressure in information technology stocks after global investors reacted to the launch of a new artificial intelligence tool by Anthropic, which sparked concerns about rising competition in the AI space.

At the opening bell, the BSE Sensex slipped below the 73,500 mark, while the NSE Nifty 50 moved closer to 22,300. Broader markets also saw mild pressure, with select mid-cap and small-cap stocks trading lower. Analysts say today’s movement reflects a mix of global cues, profit booking in IT counters, and caution ahead of key global economic data.

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Why are IT stocks dragging the market today?

Because Infosys and Wipro ADRs listed in the US fell sharply overnight, signaling possible selling pressure in domestic shares during Indian trading hours.

A market update shared by CNBC TV18 highlights the early weakness

How the Indian Stock Market Opened Today

Indian equities started the session on a soft footing, extending the cautious trend seen in the previous session. IT, pharma, and metal stocks were among the top losers in early trade, while select FMCG and banking names offered limited support.

The Sensex slipped over 250 points in the first 30 minutes of trading. The Nifty 50 fell around 80 points. Market breadth also leaned negative, with more stocks declining than advancing on the NSE.

This weak start reflects nervousness over global technology stocks and concerns about valuations in Indian IT companies.

Stock Market Snapshot at Opening Bell

Sensex near 73,450, down around 250 points
Nifty 50 near 22,310, down about 80 points
Infosys down over 2 percent in early trade
Wipro down nearly 2.5 percent
• Nifty IT index down over 1.8 percent

These levels are based on early exchange data and broker terminal readings.

Infosys and Wipro ADRs Slide in US Trade

Infosys and Wipro ADRs fell up to 6 percent in overnight US trading. The decline came after Anthropic announced a new AI coding and reasoning tool that could challenge existing enterprise AI platforms.

Global investors fear that increased competition in artificial intelligence may pressure margins and slow revenue growth for traditional IT service providers.

According to Business Today and Economic Times, the ADR fall has raised concerns that Indian IT stocks could face near term selling pressure.

What Is Anthropic’s New AI Tool and Why Does It Matter?

Anthropic launched an advanced AI model designed to handle complex coding, reasoning, and enterprise tasks. The tool is aimed at large businesses that currently rely on outsourced IT services and AI solutions from global vendors.

Why does this impact Indian IT stocks?

Because companies like Infosys and Wipro generate a significant portion of revenue from digital transformation, cloud, and AI-related services. If enterprises shift more work to in-house AI platforms, outsourcing demand could slow.

Market Experts React to IT Sell Off

Market experts say the sell-off is more about sentiment than fundamentals.

Most brokerages maintain a positive long-term view on Indian IT due to strong deal pipelines and steady demand from global clients.

However, in the short term, stock prices may remain volatile.

A trader’s view shared on X reflects the cautious mood

Why IT Stocks Are Under Pressure Today

• Sharp fall in Infosys and Wipro ADRs
• Concerns about rising AI competition
• Profit booking after recent gains
• Weak global tech sentiment

These factors combined have pushed IT stocks lower.

Sensex and Nifty Technical Levels to Watch

Technical analysts say Nifty 50 faces immediate support near 22,250. A break below this level could open the door to 22,100. On the upside, resistance is seen near 22,500.

For Sensex, support lies near 73,200. Resistance is placed around 74,000.

Why are these levels important?

They help traders understand where buying or selling pressure may emerge.

Banking and Financial Stocks Offer Limited Support

Large private banks such as HDFC Bank, ICICI Bank, and Axis Bank were mostly flat to slightly positive in early trade. PSU banks showed mixed movement.

Banking stocks remain in focus as investors watch loan growth trends and asset quality.

FMCG and Pharma Stocks Show Defensive Buying

Select FMCG stocks, like ITC and Hindustan Unilever, saw mild buying interest. Pharma stocks also traded mixed, as investors look for defensive bets amid volatility.

Defensive sectors often attract money when markets turn cautious.

Global Market Cues Impacting Indian Stocks

Asian markets traded mixed today. US stock futures were slightly lower after technology shares declined overnight.

The Nasdaq closed lower in the previous session due to weakness in major tech names.

Crude oil prices remained stable, while the US dollar index held firm.

All these factors influence investor sentiment in Indian markets.

What Are Analysts Saying About the Near-Term Trend?

Most analysts expect the Indian market to remain range-bound in the near term.

Key triggers include:

Upcoming US inflation data
Global central bank commentary
Corporate earnings updates

Until clarity emerges, markets may see choppy movement.

Long-Term View on Indian IT Stocks

Despite short term pressure, analysts believe Indian IT companies remain well placed for long term growth.

Digital transformation, cloud migration, and cybersecurity spending continue to rise.

Some investors are using the dip to accumulate quality IT stocks gradually.

Retail Investor Strategy During Volatility

Retail investors are advised to avoid panic selling.

Focus on quality companies with strong balance sheets. Staggered buying through SIPs or partial investments can reduce risk.

Using AI Stock research platforms can also help investors track trends and earnings insights.

Role of Technology in Modern Trading

Many traders now rely on advanced trading tools and data-driven platforms to make decisions.

Some investors are also exploring AI stock analysis to understand patterns and sentiment.

However, experts remind investors to combine technology with fundamental research.

Broader Market Outlook for February

Historically, February tends to be a mixed month for Indian markets.

If Nifty holds above 22,200, the broader uptrend remains intact.

A decisive break below that level could lead to a deeper correction.

Social Media Buzz Around Today’s Market

CNBC TV18 Live shared updates on market weakness

An options trader highlighted cautious positioning

Another user pointed to the IT stock weakness

These posts reflect real-time sentiment.

What Should Investors Watch Next?

Movement in Infosys and Wipro during today’s session
Global tech stock performance tonight
Any clarification from IT companies on the AI strategy

These factors may shape the next market move.

Final Thoughts on Today’s Stock Market Action

The Stock Market remains under pressure as Sensex and Nifty react to weakness in IT stocks, triggered by falling Infosys and Wipro ADRs.

While short-term volatility may continue, India’s long-term growth story remains intact.

Investors are advised to stay calm, stay informed, and focus on fundamentals rather than short-term noise.

FAQs

Why are Sensex and Nifty under pressure today?

Sensex and Nifty are under pressure due to declines in major IT stocks, like Infosys and Wipro ADRs. Weak global tech cues and profit booking added to selling momentum.

How do Infosys and Wipro ADR falls impact Indian markets?

Infosys and Wipro ADRs falling abroad signal lower future earnings expectations for IT firms. This sentiment often flows into Indian markets, weighing on Sensex and Nifty.

Are only IT stocks dragging the market down?

IT stocks are major contributors to the pressure, but weakness can spread to other sectors as investors reduce risk. Broader negative global cues also influence market mood.

When might Sensex and Nifty recover?

Recovery depends on positive corporate earnings, stable global cues, and a reversal in major ADR trends. Markets often rebound once selling pressure eases and confidence returns.

Disclaimer:

The content shared by Meyka AI PTY LTD is solely for research and informational purposes. Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice.

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