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JEFFERIES AI ANALYSIS
China’s AI capex jumps 105% YoY, but Jefferies says US cloud giants face greater risksChinese tech giants sharply increased AI capital expenditure in Q2 2026, driven by inference demand and chip availability. However, Jefferi...- Jio IPO soon! RIL's telecom arm gets Sebi nod for Rs 37,700 crore offeringJio Platforms has received Sebi approval for its proposed Rs 37,700 crore IPO, bringing Reliance Industries’ much-awaited listing closer. T...
- Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex raceBig Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 bn in Q2 against j...
- $320 billion danger: Jefferies warns 70 large EM funds are underweight IndiaDespite record FII outflows from Indian equities since September 2024, Jefferies said India remains a consensus underweight among emerging ...
- AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
- IT rally rages on! Infosys, TCS, other stocks jump up to 4% despite overall market weaknessIndian IT stocks, including Infosys and TCS, surged over 3% on Tuesday, extending a three-day rally despite a broader market decline. This ...
- Infosys, Tech Mahindra, TCS and other IT stocks jump up to 5%. What’s driving the rally?Indian IT stocks rose sharply on Monday, lifting the Nifty IT index nearly 3%, as investors reassessed AI-related fears, attracted by attra...
- Infosys, Wipro, TCS, other IT stocks jump up to 4%: What’s behind the bullish sentiment in a muted market?IT stocks, including Infosys and TCS, surged up to 4% on Friday, driven by Wipro's expanded partnership with ServiceNow to scale AI workflo...
- Adani Power surpasses Infosys in market capitalisation after 126% rally in one yearAdani Power has overtaken Infosys in market capitalisation to become India’s 11th most valued company. The stock has surged around 68% so f...
- Infosys, TCS, TechM and other IT stocks rally up to 5% even as sector valuations near 2008 levelsIndian IT shares surged on Tuesday, extending a rebound. Companies like Infosys and TCS saw significant gains. This rally follows a sharp c...
- Red alert: 15 stocks most vulnerable to FII selling as DIIs refuse to step inForeign institutional investors have divested approximately $53 billion from Indian equities since September 2024, leading to significant o...
- Is your portfolio FII-proof? 7 stocks Jefferies says can defy the $53 billion foreign selloffForeign investors have divested $53 billion from Indian equities since late 2024, leading to underperformance against emerging markets. Dom...
- Infosys, TCS, HCLTech shares tumble 5% to fresh 52-week lows; Nifty IT crashes 4%. What’s spooking investors?Indian IT stocks tumbled sharply as Infosys, TCS, HCLTech and others fell up to 5%, dragging the Nifty IT index down 3%. The selloff follow...
- 'Bas Karo Yaar. Limit Hoti Hai': Fund manager slams AI doomsday narrative for IT services and recession predictionIndian IT stocks face selling pressure amid fears of AI automation. Experts debate AI's disruptive potential, with some calling the alarmis...
- Up to 65% derating possible! Jefferies downgrades Infosys, TCS, 4 other IT stocksJefferies has downgraded major Indian IT stocks, including Infosys and TCS, warning of up to 65% valuation downside in a worst-case AI disr...
- Anthropic AI shock sends IT stocks to worst day since March 2020Over the past 15 years, the worst single-day crash in the Nifty IT index was recorded on April 12, 2013, when it plunged a staggering 9.6%,...
- ‘SaaSpocalypse’: What is Anthropic’s newest AI tool and what are the consequences for global tech companies?Global software and IT stocks suffered a sharp selloff after Anthropic unveiled new AI tools capable of automating legal, sales, marketing ...
- Infosys, Wipro, TCS and other IT stocks tumble up to 8%. Here’s whyIT stocks like Infosys, TCS, Wipro and Persistent saw declines of up to 8% following Anthropic's launch of AI tools for corporate legal tea...
- Reliance Jio annual report: Jefferies finds 8 key takeawaysReliance Jio focuses on 5G expansion, broadband penetration, and enterprise growth. Jio turned free cash flow positive. Revenues from exter...
- Tech firms are slowing layoffs but still not yet resuming hiringStill, job cuts in the tech industry appeared to slow in June and July and are on track to be even lower this month, according to an analys...
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