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AI DISRUPTION IN IT SECTOR
AI workloads push data centres to upgrade fire and cooling systemsData centres are significantly upgrading fire safety, cooling, and electrical systems following a recent Google Cloud incident. The surge i...- 'Not a great environment for Indian market': Harsha Upadhyaya on Iran-US tensions, IT outlook, pharma bet, and where to be cautiousGlobal challenges are impacting Indian stocks. West Asian tensions and rising US inflation create headwinds. Tech sector shifts also affect...
- India likely past peak outflows, AI gap its advantage, Lighthouse Canton saysDomestic benchmarks Nifty 50 and Sensex are down about 11% and 13% so far in 2026, respectively, after fears of AI-led disruption tanked th...
- ET Alpha Wealth Summit | 'India's AI index beat Mag-7 plus Nvidia': Hiren Ved says stop mourning FII exits and start investing smarterIndia is in an 'Opportunity Kaal', not an AI drought, and that companies using AI aggressively will leave rivals behind within five years, ...
- Another AI aftershock sends Indian IT stocks for a tumbleIndian IT shares extended their seventh straight session of losses as Anthropic's new AI model intensified investor fears of revenue disrup...
- EY launches Bengaluru AI centre to help firms test and scale AI transformationEY has launched a state-of-the-art 40,000-square-foot AI innovation hub in Bengaluru, designed to support clients in the exploration and de...
- Infosys, HCL Tech, other IT stocks tumble up to 3%. What's spooking investors?Indian IT stocks, led by Infosys, HCLTech and LTIMindtree, fell up to 3% as hotter-than-expected US inflation fuelled concerns over prolong...
- 'Time to cherry pick again': Porinju Veliyath says small and midcaps have bottomed & Thomas Cook is his latest buyPorinju Veliyath sees the correction in small and midcap stocks ending. He believes patient investors will find rewards. Thomas Cook India ...
- Fable 5: Anthropic's latest AI model could transform IT, but at a costAnthropic's Fable 5 AI model showcases advanced agentic coding, capable of autonomous complex task completion and outperforming benchmarks....
- Global watchdog calls for tighter controls on agentic AI in financeThe Financial Stability Board (FSB) in a report on Wednesday "strongly" encouraged boards to consider implementing safeguards to mitigate r...
- Will AI-led tech unwinding pause Rs 60,000 crore FII selloff in Indian IT stocks?Global markets are experiencing a tech selloff driven by AI fears, impacting Indian IT stocks with FIIs pulling Rs 60,000 crore. However, s...
- Order book growth keeps Persistent Systems on trackPersistent Systems shares are rising, buoyed by optimism in the technology sector and advancements in artificial intelligence. The company ...
- AI not a threat, but opportunity for IT services: TCS chairman N ChandrasekaranAddressing the concerns that AI could reduce demand for traditional IT services, Chandrasekaran said the market has misunderstood the relat...
- Q4 FY26 earnings: Metal companies lead growth, backed by robust volumes and favourable pricing trendsET Wealth presents an 8-quarter earnings assessment report of various sectors. The year-on-year net profit growth for 18 sectors is present...
- US Stock Market: AI-fuelled tech rally raises concerns over growing market concentrationU.S. technology stocks have surged to unprecedented market influence, driven by AI enthusiasm and now comprising over 39% of the S&P 500's ...
- IT stocks crash! Planning to buy the dip? Here's what analysts sayIndian IT shares saw a significant drop on Wednesday, wiping out recent gains. Analysts suggest this was largely due to profit booking afte...
- IT stocks snap three-day rally, plunge over 5% in sharpest fall in nearly four monthsIndian IT stocks experienced their steepest single-day fall in nearly four months, plunging over 5% as concerns about AI's impact on revenu...
- Is SaaSpocalypse real? CLSA says maybe not and here’s whyInitial fears of an "SaaSpocalypse" following Anthropic's AI plug-in release have subsided. Brokerages now suggest AI is driving a shift to...
- TCS, Infosys, other IT stocks crash up to 7% after 3-day rally. What top brokerages are saying?IT stocks, including TCS, Infosys, HCL Tech, Wipro and Tech Mahindra, fell sharply on Wednesday, following a three-day rally. Despite AI-re...
- Infosys shares jump 6%, rally 10% in 3 days as IT stocks shine. More upside ahead?Infosys shares have rallied sharply, rising nearly 10% in three days as investors reassess valuations following a steep AI-driven correctio...
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