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US AI SECTOR REVENUE
IT Q2 preview: Muted growth, steady margins likely; deal conversion, AI deflation in focusResearch advisory UnearthInsight expects the top-five IT companies to grow 0.5-1% quarter-on-quarter in the second quarter of FY27, with li...- AI's race to transform the world before the money runs outCumulative spending globally on data centers alone could top $30 trillion by 2050, according to a projection by PwC, almost matching the va...
- Valuations of IT stocks already capture most of AI disruption risk: Chintan HariaThe Nifty IT index’s 25% fall in 2026 may have already priced in much of the threat from AI. Chintan Haria of ICICI Prudential AMC sees sel...
- IT Q2 review: Muted growth, steady margins likely; deal conversion, AI deflation in focusIndia's leading IT firms are projected to exhibit modest revenue growth and stable margins for the second quarter. Analysts anticipate that...
- Artificial Intelligence: Which jobs are going to be replaced by AI? Which age group will be exposed the most? Here's what experts sayWhich jobs are not safe from AI? Questions are being raised over the nature and magnitude of impact of Artificial Intelligence in coming ti...
- AI's race to transform the world before the money runs outInvestment in AI technology continues to rise, surpassing historical investments seen in railways and the internet. Major AI firms are expe...
- AI breaks India’s linear growth model, but campus hiring remains weak: Nasscom’s Rajesh NambiarNambiar said large IT and BPM companies have cut back on campus hiring over the last three years, which is not expected to change while the...
- Global equity funds draw $34.76 billion, log second straight week of inflowsGlobal equity funds attracted $34.76 billion in the week through September 30, marking a second straight week of inflows as optimism around...
- Anthropic warns government attitudes may hurt customer ties, IPO prospectus showsCompanies routinely warn that policy changes could affect their business, particularly government contractors. For example, SpaceX said in ...
- Anthropic warns government attitudes may hurt customer ties, IPO prospectus showsAnthropic, an AI company, cautions that government perceptions may jeopardize its business relationships and revenue. The firm has faced sc...
- Global markets rattled as bond yields surge, offsetting AI-stock optimismGlobal bond market volatility led to declines in stock indexes, with the S&P 500 on track for consistent losses. Oil prices rose, contribut...
- Infosys, Wipro ADRs soar up to 8% as strong Accenture earnings forecast lifts moodInfosys and Wipro ADRs rallied in US premarket trading after Accenture forecast stronger-than-expected annual revenue growth. Its upbeat ou...
- US Market: AI credit surge tests lenders as future revenues remain uncertainAI-related borrowing has surged substantially in low-rated U.S. firms this year, prompting investor scrutiny of financial assumptions. Lend...
- Global Market: Japan’s Nikkei hits six-week high as chip stocks rally on AI optimismJapan's Nikkei share average soared to a six-week peak, buoyed by chip sector stocks after favorable earnings guidance from Micron Technolo...
- 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...
- US stocks: AI infra firm Accelevation valued at $3.9 billion as shares fall in Nasdaq debutAccelevation's shares began trading below the initial public offering price of $18, reflecting current market instability. The company, whi...
- Oracle share price: ORCL stock jumps at NYSE, what is making it one of top turnover stocks in Software & IT Services sectorOracle stock: Oracle's move to protect itself against potential delays at a massive data center project developed by Blue Owl in New Mexico...
- OpenAI's annual recurring revenue nears $70 billion, Axios reportsThe ChatGPT maker's annualised revenue run rate has grown more than 70% since the beginning of the third quarter, the report said.
- Anthropic's IPO prospectus sharpens focus on AI valuationsAnthropic is betting that AI will reshape the global economy more profoundly than industrialization, electricity and the internet, accordin...
- AI trade enters a new phase: Why DBS favours AI adopters over capex-heavy playersDBS says the AI investment theme is entering a selective phase as investors focus on companies converting AI adoption into productivity, st...
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