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AI DEFLATION IN IT
IT companies forecast to post muted second quarterSector leader Tata Consultancy Services and its nearest rival, Infosys, are projected to report weak numbers for the three months ending Se...01 Oct, 2026, 10.30 AM IST- AI pressure, client caution cloud Indian IT earnings in September quarterIndia's top IT firms are bracing for underwhelming earnings as they revise annual revenue growth expectations downward. The duel of AI-indu...01 Oct, 2026, 10.12 AM IST
- AI deflation, weak demand to keep large IT growth muted in Q2FY27; mid-tier to outperform: KotakIndia's large IT companies are anticipated to report subdued growth in Q2FY27 due to AI-led deflation and weak demand. Mid-tier firms are l...30 Sep, 2026, 12.23 PM IST
- TCS, Wipro, other IT stocks rebound up to 6%, snapping 8-day losing streak. Why is Jefferies cautious?IT stocks rebounded on Wednesday, with TCS, Wipro and Coforge snapping an eight-session losing streak. The Nifty IT index rose nearly 3%, a...30 Sep, 2026, 11.51 AM IST
- OFSS shares tumble 7%; Wipro, Coforge, Infosys shares down up to 2%. Why are IT stocks under pressure today?Shares of OFSS fell over 7% while top IT stocks including Infosys, Wipro, and Coforge dropped up to 2% on Monday. The drag comes following ...21 Sep, 2026, 11.52 AM IST
- Rs 1.13 lakh crore boom in one corner, a bust in another: What changed in the AI trade?Indian IT stocks surged as calls for a slower pace of frontier AI development eased concerns over disruption to traditional software servic...15 Sep, 2026, 11.33 AM IST
- Coforge shares crash 9% after Chairman Om Prakash Bhatt resigns post auditCoforge shares fell after Chairperson Om Prakash Bhatt resigned. An internal audit identified concerns regarding the board evaluation proce...09 Sep, 2026, 02.03 PM IST
- SaaS is beating the ‘SaaSpocalypse’! CLSA explains what AI means for Indian IT stocksCLSA sees AI widening the gap between SaaS platforms and Indian IT services, favouring Persistent Systems and LTIMindtree. SaaS firms are g...08 Sep, 2026, 10.28 AM IST
- Coforge shares double from March low, outperform Nifty IT peers. Is more steam left in the rally?Coforge shares have experienced a remarkable resurgence, doubling since March and leaving its IT competitors behind. The company recently a...08 Sep, 2026, 10.06 AM IST
- Infosys, HCLTech, TCS, other IT stocks drop up to 3% as Fed rate hike worries return. Here's whyIndian IT stocks dropped on Monday as stronger-than-expected US jobs data revived concerns over a September Federal Reserve rate hike. The ...07 Sep, 2026, 11.32 AM IST
- Nifty 30,000 target still on track; why Elara’s Harendra Kumar prefers IT, power and smallcapsWe are telling people that this is the right time to look at the market constructively. Historical evidence suggests that this is the time ...07 Sep, 2026, 09.02 AM IST
- Semicon 2.0 takes shape; Zomato’s Hyderabad layoffsThe government has notified Semicon 2.0 to boost India’s semiconductor ecosystem. This and more in today's ETtech Top 5.31 Aug, 2026, 08.01 PM IST
- Big Tech can’t disrupt IT: Tech Mahindra CEO Mohit JoshiChief executive Mohit Joshi said that he isn’t concerned about Big Tech firms like Google or AI labs like Anthropic or OpenAI getting into ...31 Aug, 2026, 06.00 AM IST
- ITC Infotech set to acquire Happiest Minds, eyes backdoor listingITC Infotech is set to acquire a controlling stake in Happiest Minds Technologies from founder Ashok Soota for Rs 2,800-2,900 crore, people...29 Aug, 2026, 06.00 AM IST
- HCLTech, TCS, Infosys, other IT stocks rally up to 5%. What lies ahead?Indian IT stocks surged sharply, led by gains in largecap names, after Nvidia’s strong results and upbeat revenue outlook revived optimism ...28 Aug, 2026, 11.19 AM IST
- IT firms turn to bundled deals to weather AI deflationIndian IT service providers are increasingly using structured deals that combine acquisitions with long-term service contracts. Experts say...26 Aug, 2026, 06.00 AM IST
- AI volumes may outweigh revenue deflation for IT sector by FY30: ReportCLSA said the industry is facing "multiple macro/micro headwinds", but expects AI to eventually create new growth opportunities. It said AI...22 Aug, 2026, 05.11 PM IST
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