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AI IMPACT ON SAAS EARNINGS
Every AI Product Can Demo. Few Can Scale.The future of AI will be shaped not only by breakthrough innovation, but by products that organisations can deploy, trust, and scale. As en...- 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...
- Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...
- From AI pilots to enterprise-wide transformation: How scalable AI products are creating real business impactAs enterprise AI adoption accelerates, organisations are placing greater emphasis on products that can be deployed, scaled, and integrated ...
- India is France’s official partner for VivaTech next week, positioning itself as global leader in AI, digital innovationVivaTech 2026 in Paris is set to feature India as its Official Partner Country, reflecting the nation's rising influence in the realms of a...
- How AI companies are using industry recognition to build credibility and growthAs AI adoption accelerates across industries, innovation alone is no longer enough. Visibility, credibility, and industry recognition are i...
- JoSAA mock seat allotment 2026 released at josaa.nic.in: Can you get your dream IIT or NIT? Check cut-off trends and counselling detailsJoSAA seat allocation 2026: JoSAA has released the first mock seat allocation for the 2026 counselling process, giving engineering aspirant...
- The AI play no one is talking about: Why BofA is snapping up power & metals instead of ITBofA Securities India's Amish Shah advises shifting from IT to infrastructure, citing a 'dangerous gap' in consensus earnings forecasts. He...
- India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar SinhaIndia is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector ...
- David Wadhwani, Anil Chakravarthy or...? Adobe Looks within & outside for CEO in AI eraAs part of the search, Microsoft Executive VP Charles Lamanna held discussions with Adobe about the role, but ultimately opted against cont...
- Together Fund’s Manav Garg joins portfolio firm Emergent as executive chairmanAnnouncing the move in a LinkedIn post on Thursday, Garg stated that he will continue supporting founders and portfolio companies at Togeth...
- 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...
- 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...
- AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan GarnerForeign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...
- 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...
- Why Trideep Bhattacharya is betting on financials and energy despite global uncertaintyIndian equity markets face near-term pressure from the West Asia conflict. Corporate earnings remain resilient, though FY27 estimates may s...
- Nifty at 25,900 by March 2027? Nomura cites key catalysts to watch out forIndian stocks have seen a sharp fall. Nomura predicts the Nifty will climb almost 11% to reach 25,900 by March 2027. This optimism stems fr...
- No negative impact of AI visible yet on software companies' earnings: ReportArtificial Intelligence (AI) has not yet had a negative impact on the earnings performance of software-as-a-service (SaaS) companies, accor...
- India's brain-gain moment may be starting with a crack in the American dreamAs green card backlogs, visa uncertainty and layoffs reshape the American dream, India is emerging as a stronger destination for globally e...
- Salesforce’s AI transformation takes center stage after Q1 resultsSalesforce reported better-than-expected FY2027 first-quarter results, driven by strong demand for AI and cloud products. However, cautious...
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