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Markets tumble with IT shares hit by renewed anxiety over AI impact

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Markets tumble with IT shares hit by renewed anxiety over AI impact
Mumbai: AI company Anthropic sparked another wave of panic selling in IT stocks, the second in three weeks, this time with a blog post. Mounting anxiety over the outlook for India’s billion-dollar software services sector dragged benchmark indices down.

The NSE Nifty fell 288.35 points, or 1.1%, to close at 25,424.65. The BSE Sensex fell 1,068.74 points, or 1.3%, to end at 82,225.92.

The Nifty IT index plunged 4.7% to the lowest close since August 2023, tracking the stampede out of US software stocks overnight as investors continued to fret over the AI impact on the industry. IBM tumbled 13% on Monday night, its biggest one-day decline since 2000, after Anthropic said its AI tool Claude Code could streamline programming language COBOL, signalling AI’s ability to automate legacy-system maintenance.

“Modernising a COBOL system once required armies of consultants spending years mapping workflows,” Anthropic said in the post.

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Screenshot 2026-02-25 063500Agencies

Further Downside Seen

“Tools like Claude Code can automate the exploration and analysis phases that consume most of the effort in COBOL modernisation. With AI, teams can modernise their COBOL codebase in quarters instead of years,.” Anthropic said in the post.
Globe Capital Market head of research Gaurav Sharma said, “The ongoing IT sell-off, driven by concerns around AI, continues to weigh heavily on market sentiment, and we believe the space could see further downside.”
Sharma said the breakdown in the Nifty IT index shows no signs of stabilising, with the potential to test the 27,500 level, against Tuesday’s close of 30,053.50, implying an additional 5-10% correction in large-cap IT names.
Since February 3, when Anthropic announced AI tool Claude Cowork and pushed investors to flee the sector, the IT index is now down more than 21% over the past month, and about 22% since the announcement.

Broader markets resilient
The broader markets were relatively resilient. The Nifty Midcap 150 fell 0.3%, while the Nifty Smallcap 250 declined 0.6%. Of the total 4,367 stocks traded on the BSE, 1,344 advanced and 2,889 declined at close.

Elsewhere in Asia, Japan and China rose about 0.9% each. South Korea gained 2.1% and Taiwan climbed 2.8%. Hong Kong fell 1.8%. The pan-European Stoxx 600 index was flat at the time of going to print.

Back home, foreign portfolio investors (FPIs) net sold shares worth Rs 103 crore, while domestic institutional investors were buyers to the tune of Rs 3,161 crore. Weaker global cues, particularly due to rising geopolitical tensions, have also added to uncertainty, with the prospect of a US-Iran conflict looming.

“Any escalation in tensions between the US and Iran could reignite concerns across the Gulf region,” said Sharma. “Early signs are visible in crude oil and precious metal prices, and a sustained rise in crude as well as gold and silver could trigger more weakness in equities.”

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Brent crude May futures continued to hover above the $71 level, showing no signs of cooling off. Gold and silver prices saw a minor dip of nearly 1% each but remained above levels seen a week ago.

Technical indicators are pointing to further weakness in Indian equities. Mehul Kothari, DVP, technical research, Anand Rathi Share and Stock Brokers said after Tuesday’s sharp decline, the Nifty broke below its previous swing low near 25,370.

VIX down 0.1%
The Nifty’s India Volatility Index, or VIX-widely used as a gauge of market fear-fell marginally by 0.1% to 14.15, suggesting options traders see lower chances of a sharper fall. The index has gained 13.5% over the past five sessions.

Kothari said the 25,400-25,300 zone is likely to act as a key support for the Nifty in the coming sessions.

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“If this level holds, the market may attempt to stabilise. On the upside, 25,600 will remain a strong resistance level, and a decisive move above it is required for bulls to regain control,” he said.

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Oil climbs 1% as US-Iran conflict worries overshadow large stock build

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Thailand’s exports soared 24.4% in January 2026, marking the highest trade growth in four years

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US trade deficit in goods reaches record high with Thailand, Vietnam, and Taiwan

Thailand recorded its strongest trade growth in four years in January 2026, with exports jumping 24.4% and imports rising 29.4%, far exceeding economic forecasts.

This surge was primarily driven by a global “upcycle” in demand for electronics related to artificial intelligence and data centers, providing a significant boost to the Thai economy as the government navigates complex trade relations with the United States and China.

Key Points

  • Thai exports and imports reached their highest growth rates since late 2021, fueled by outbound electronic shipments and high demand for raw materials and machinery.
  • Trade officials attributed the export spike to genuine demand for AI-related technology rather than the transshipment of Chinese goods through Thailand to avoid tariffs.
  • Thailand maintained a $4.8 billion trade surplus with the United States in January, while running a $7.2 billion trade deficit with China.
  • The Commerce Ministry is prioritizing continued trade talks with the U.S. to maintain cooperation and mitigate the impact of proposed 15% global tariffs.
  • The strong trade data provides political momentum for Caretaker Prime Minister Anutin Charnvirakul’s coalition government, which has pledged to improve Thailand’s economic growth relative to its regional competitors.

The Ministry of Commerce clarified that the export spike is a result of genuine demand rather than the transshipment of Chinese goods. This economic boost arrives as the caretaker government looks to accelerate Thailand’s growth to remain competitive with other major Southeast Asian economies.

What specific technological trends contributed to the 24.4% jump in Thai exports in January 2026?

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the specific technological trends and factors that contributed to the 24.4% jump in Thai exports are:

  • Artificial Intelligence (AI): The surge was primarily driven by high global demand for electronic components specifically related to AI technology.
  • Data Centers: There was a significant “upcycle” in demand for electronics tied to the development and operation of data centers.
  • Electronics Sector Upcycle: The broader electronics industry experienced a growth phase, leading to increased outbound shipments of electronic products.
  • Inbound Demand for Infrastructure: While exports rose, the document also notes stronger demand for raw materials and machinery, which supported the overall trade activity linked to these sectors.

The Ministry of Commerce, specifically Nantapong Chiralerspong (Director-General of the Trade Policy and Strategy Office), clarified that this spike was a result of genuine demand for these specific technologies rather than the transshipment of Chinese goods through Thailand to avoid tariffs

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Elusive Shein boss hails Chinese roots in rare public appearance

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Savannah Guthrie Raises Reward to Up to US$1 Million, Acknowledges Mom ‘May Already be Gone’

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Savannah Guthrie

Savannah Guthrie has taken to social media to announce that her family is willing to pay up to US$1 million (approximately $1.41 million) for information that can lead to the whereabouts of her mom Nancy.

Nancy Guthrie has been missing since February 1.

Guthrie Family Raises Reward

In a video posted on social media, Savannah Guthrie also acknowledged the possibility that her mom may already have passed away.

“We also know that she may be lost, she may already be gone,” she tearfully said in the video. “She may already have gone home to the Lord that she loves and is dancing in Heaven… and if this is what is to be, then we will accept it.”

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“But we need to know where she is,” the “Today” host emphasized. “We need her to come home.”

According to PEOPLE, the family also donated US$500,000 to the National Center for Missing and Exploited Children.

A source close to the family also explained to PEOPLE why the family chose to raise the reward. The FBI’s reward of US$100,000 (approximately $141,000) remains active.

“The family first raised this on the first day of the investigation and has been ready to do this ever since,” the source said.

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The source added, “They were advised by all involved in the investigation that doing so earlier might overwhelm the infrastructure set up to field leads, tens of thousands of which have been coming in organically.”

Savannah Guthrie’s full video is available below.

Nancy Guthrie Is Still Missing

Since her February 1 disappearance, Nancy Guthrie has yet to be found. She is believed to have been kidnapped by an armed man.

Nancy Guthrie’s surveillance cameras were able to capture the masked man, and the FBI described him as “male, approximately 5’9″ – 5’10” tall, with an average build.”

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However, authorities are not ruling out that this masked man may have had an accomplice.

Pima County Sheriff Chris Nanos said that the search for the “Today” show host’s mom could take years.

“Maybe it’s an hour from now,” Nanos said, per The New York Times. “Maybe it’s weeks or months or years from now. But we won’t quit. We’re going to find Nancy. We’re going to find this guy.”

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Paramount boosts Warner Bros offer to rival Netflix in takeover bid

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VAALCO Energy, Inc. (EGY) Presents at SB1 Markets 2026 Energy Conference – Slideshow

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

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Ensure Compliance With Email Authentication Standards

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An online SPF checker is a purpose-built diagnostic tool that verifies your Sender Policy Framework configuration in DNS and helps ensure SPF compliance across every domain name you manage.

An online SPF checker is a purpose-built diagnostic tool that verifies your Sender Policy Framework configuration in DNS and helps ensure SPF compliance across every domain name you manage.

By running an SPF check or SPF record check, you confirm that your SPF record correctly lists authorized senders, including the IP addresses and subnets used by your outbound mail servers and service providers. Done regularly, an SPF lookup and SPF validation workflow reduces email delivery friction, supports email security goals, and improves overall email deliverability.

A modern SPF checker pairs SPF record lookup with a readable SPF result and clear guidance to correct SPF errors. Many SPF validator interfaces include a DNS lookup to resolve includes, flatten indirect references, and highlight SPF record issues such as too many DNS-mechanism lookups, missing all mechanisms, or ambiguous qualifiers. Because email authentication is cumulative, an SPF checker is most effective when combined with a DMARC record, DKIM record, and policies that address spoofing, phishing prevention, and fraud prevention at the domain level.

Use an SPF validator whenever you add a new sending platform, change authorized IP ranges, or alter routing. Frequent SPF checks help you catch SPF validation errors early, maintain SPF compliance, and protect sender identity before delivery issues arise. Before sending a bulk email campaign, it’s always a smart idea to perform an SPF check online to ensure your domain is properly authenticated and protected against spoofing.

Why SPF Matters: Role in Email Authentication and Brand Protection

SPF is the Sender Policy Framework that lets a domain name publish which hosts are authorized senders of mail for that domain. Receiving MTAs evaluate SPF during email delivery to determine whether the connecting server’s IP addresses (or broader subnets) are permitted. This SPF validation step combats email spoofing, reduces security risk from malicious senders, and contributes to domain security and domain authentication.

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  • Brand protection and sender reputation: Accurate SPF configuration helps reduce spam sent in your name, strengthens sender reputation, and supports inbox placement. In tandem with DMARC and DKIM, SPF contributes to a layered defense against email-based threats.
  • Deliverability and diagnostics: Consistent SPF record check routines uncover SPF errors that can harm email deliverability. When you analyze headers with an email header analyzer, you can see the SPF result aligned with the authenticated domain, aiding prompt resolution of authentication issues.
  • Governance and compliance check: Many mailbox providers and industry frameworks expect minimum authentication with SPF, DKIM, and DMARC. Routine SPF check and SPF record lookup cycles serve as a practical compliance and security safeguard.

How SPF Works and How to Interpret Results

MAIL FROM and Return-Path Flow

During SMTP, the sending server declares the envelope sender in the MAIL FROM command (also recorded in the Return-Path). The receiving server performs an SPF lookup on the domain name in MAIL FROM, compares the connecting host’s IP addresses against the SPF record, and returns an SPF result (pass, fail, softfail, neutral, none, temperror, permerror). That SPF result helps determine email delivery disposition and is often visible when you analyze headers for diagnostics.

If MAIL FROM is empty (bounce messages), SPF switches to checking the HELO/EHLO identity. Accurate configuration ensures the correct sender identity is authenticated even for system-generated mail.

DNS TXT Records and Evaluation Order

SPF is published as a DNS TXT record at the domain root or a relevant subdomain. A DNS record checker or DNS lookup reveals the TXT string beginning with “v=spf1”. The evaluation order processes mechanisms from left to right until a match is found. Well-formed records enumerate authorized senders via mechanisms and optionally constrain them to specific subnets. A robust SPF validator traces includes and a records, flags DNS-related SPF errors, and assesses overall SPF compliance.

Evaluation and Lookup Limits

  • SPF lookups are limited to 10 mechanisms/modifiers that cause DNS queries (include, a, mx, ptr, exists, redirect). An SPF checker will warn if your SPF validation encounters too many lookups.
  • Redundant or contradictory entries are common SPF record issues and may yield SPF validation errors or permerror outcomes.
  • Mailbox providers may treat softfail and neutral as increased risk level. Periodic monitoring with a domain scanner and diagnostics can identify such security gaps before they affect email health.

SPF Record Lookup and Interpreting the SPF Result

An SPF record lookup confirms that the SPF record exists and resolves all referenced hosts. A comprehensive SPF check correlates the connecting IP with the authorized IP list and returns a pass when alignment is met. Failed lookups or misconfigured includes often produce SPF errors with delivery issues. To maintain email security and email deliverability:

Use an online tool to run an SPF test whenever you onboard a new sender or change subnets.

Perform diagnostic tests that simulate connections from each authorized IP range.

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Capture failures report data via DMARC to prioritize prompt resolution and risk assessment.

SPF Syntax and the Compliance Landscape

SPF Record Syntax Explained

SPF record syntax is built from mechanisms, qualifiers, and modifiers that define which systems can send for your domain name.

Mechanisms, Qualifiers, and Modifiers at a Glance

  • Mechanisms: ip4, ip6, a, mx, include, exists, ptr (discouraged), all
  • Qualifiers: + (pass, implicit), – (fail), ~ (softfail), ? (neutral)
  • Modifiers: redirect=, exp=

A typical record: v=spf1 ip4:203.0.113.0/24 include:_spf.example.net -all

How they work:

  • ip4/ip6: Enumerate authorized IP addresses and subnets for explicit allowlisting.
  • a/mx: Authorize the A or MX records of the domain or a specified host.
  • include: Delegate authorization to another domain’s SPF record (e.g., a SaaS sender).
  • all: Catch-all at the end, typically -all for strict SPF compliance or ~all during testing.
  • redirect: Point SPF evaluation to another domain name’s record for centralized control.

An SPF checker or SPF raw checker will parse these elements, perform SPF record lookup on includes, and surface SPF validation errors such as unexpected mechanisms, unused modifiers, or broken DNS references.

Examples and Common Pitfalls

v=spf1 ip4:198.51.100.10/32 include:_spf.mailhost.com include:_spf.marketingplatform.com -all

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  • Avoid exceeding 10 DNS-mechanism lookups; flatten includes if needed.
  • Subdomain-specific senders:

v=spf1 a mx ip4:192.0.2.0/27 -all

  • Be precise with subnets to prevent unintended authorization.
  • Gradual rollout with softfail:

v=spf1 include:_spf.example.net ~all

  • Move to -all after monitoring DMARC data and confirming no legitimate sources are blocked.

Helpful tooling:

  • SPF record generator to compose correct syntax.
  • Record checker and DNS record checker to validate publication.
  • Email header analyzer to correlate SPF result with real traffic and inbox placement outcomes.

Compliance Landscape: RFC 7208, Google/Yahoo, and Industry Standards

SPF is standardized by RFC 7208, which defines processing rules, lookup limits, and error handling. Aligning with RFC 7208 ensures interoperable SPF validation and reduces authentication issues across diverse DNS providers and MTAs.

Minimum Authentication for Major Providers

  • Google and Yahoo sender requirements emphasize minimum authentication with SPF and DKIM, plus DMARC alignment for bulk senders. Maintain consistent SPF alignment with your visible domain, publish a DMARC record with an appropriate policy, and ensure a passing DKIM record for your streams. Supporting controls like BIMI record, MTA-STS, and TLS-RPT enhance domain security and email protection but do not replace SPF.
  • Conduct a compliance check periodically: run an SPF check, a DKIM checker, and a DMARC checker, then verify BIMI where applicable. Use MX Lookup to confirm routing and screen Blacklists to protect domain reputation.

Monitoring, Reporting, and the Tooling Ecosystem

Operational excellence requires continuous monitoring, reputation monitoring, and reporting. Consider a stack that includes:

  • MxToolBox SuperTool for DNS lookup, SPF lookup, DMARC, and Diagnostics.
  • EasyDMARC for Managed DMARC, Delivery Center, Alert Manager, Email Verification, and an Email Deliverability Test; educational resources such as Academy EasyDMARC help teams master email policies.
  • Domain Scanner and Email Health dashboards to scan domain configurations, surface security gaps, and track domain health.
  • Email Header Analyzer to analyze headers, correlate SPF result and DKIM outcomes, and spot authentication issues.
  • Phishing Link Checker and TouchPoint to support phishing prevention and email-based threats analysis.

Many platforms integrate record checker utilities, SPF test runners, and an SPF raw checker. Vendors like EasyDMARC and MxToolBox often appear on G2 Crowd, SourceForge, Channel Program, and Expert Insights; review feedback to select an online tool that matches your risk level, reporting needs, and alerting preferences. For managed environments, MSP Program offerings help standardize SPF configuration and periodic monitoring across client portfolios, with failures report insights enabling prompt resolution.

Best practices:

  • Schedule periodic monitoring to query domain records, validate SPF compliance, and perform diagnostic tests after any SPF configuration change.
  • Use a domain scanner to discover shadow senders; verify each authorized IP and include, and remove stale entries to reduce security risk.
  • Pair SPF with DMARC enforcement for fraud prevention and domain authentication at scale, improving email deliverability and reducing delivery issues.

By embedding a disciplined SPF record check routine—complete with SPF validator reviews, SPF record lookup automation, and continuous diagnostics—you harden email security, safeguard sender identity, and sustain the email delivery performance your brand and customers expect.

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