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CLSA REPORT ON AI
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...- 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...
- 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...
- HFCL vs Sterlite Tech: Both stocks turn multibaggers, rocket up to 375% YTD. Should you invest amid AI boom?Optical fibre makers HFCL and Sterlite Technologies are experiencing a boom, with shares surging due to massive demand for AI-driven data c...
- Honasa Consumer shares zoom 11% on robust Q4. Jefferies, CLSA see more room to runHonasa Consumer, Mamaearth's parent company, saw its shares surge after reporting a 177% year-on-year jump in net profit to Rs 69 crore for...
- Coforge Q4 Results: Profit more than doubles to Rs 612 crore on robust deal winsIndian IT services provider Coforge fourth-quarter profit more than doubled, the firm reported on Tuesday, helped by a rise in order intake...
- HCL Tech shares give Rs 59,000 crore shock in 3 days as stock down 15%. More pain ahead?HCL Tech shares have plunged sharply after weak Q4 earnings and subdued FY27 guidance, triggering multiple broker downgrades and target cut...
- Reliance Industries shares down over 15% from peak. Can Q4 results, Jio IPO turn things around?Reliance Industries Ltd is heading into a crucial Q4 earnings week after its stock fell 15% from its peak, erasing about Rs 3.37 lakh crore...
- Rs 92,000 crore ripple effect! HCL Tech’s weak Q4 drags IT pack; Infosys, Tech Mahindra slump up to 6%HCL Technologies’s weak Q4 triggered a ₹92,000 crore sell-off in IT stocks, dragging peers like Infosys and Tech Mahindra down up to 6% ami...
- Cautious FY27 outlook for IT sector amid macro headwinds and AI transition: Sumeet JainIndian IT firms face a period of measured growth in FY27. Global economic uncertainty and geopolitical risks are key challenges. While AI p...
- India's undersea turbulence; Anthropic's courtroom winThe government has asked telcos and subsea operators to assess risks to India's data cables amid the war in West Asia. This and more in tod...
- India’s tech hiring edge; Fashion funding heats upHappy Friday! AI and lower-cost talent have given a hiring advantage to countries like India, Philippines and Brazil. This and more in toda...
- TCS, Infosys, Wipro and other IT stocks soar up to 4%. Here’s what’s triggering the surgeIT stocks rallied up to 4% on Wednesday after CLSA retained its Outperform rating on key names, easing concerns around AI-led disruption th...
- Are Indian techies losing jobs due to AI? CLSA analysts make a strong argumentDespite fears of AI-driven layoffs in India’s IT sector, CLSA analysts say hiring remains steady, and revenue per employee is rising. IT gi...
- Buy, Sell or Hold: Nuvama raises target price on TCS post results; CLSA maintains outperform on HDFC BankBrokerage firms remain positive on select large-cap stocks, with Motilal Oswal reiterating Buy on Grasim Industries, Nuvama raising its tar...
- Nvidia’s blowout earnings ignite global tech stocks. What it means for D-Street investorsNvidia’s stunning quarterly performance sent a wave of relief through global markets. Analysts said the chipmaker’s powerful guidance resto...
- Asian stocks decline ahead of Nvidia earnings, US jobs dataAsian markets opened lower following a Wall Street slide. Investors are cautious, moving away from risky assets. This sentiment is driven b...
- Ecom Express’ rights issue; Google Cloud chief interviewEcom Express is planning a $170 million rights issue led by existing investors. This and more in today’s ETtech Top 5.
- Asian earnings growth to outpace US and Europe, India's growth momentum strong: ReportThe analysis by CLSA, citing Bloomberg's projections, forecasts that Asian earnings growth will surpass that of the US and Europe for both ...
- China approves over 40 AI models for public use in past six monthsChinese regulators granted approvals to a total of 14 large language models (LLM) for public use last week, Chinese state-backed Securities...
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