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ACCENTURE EARNINGS
Defence, power and import substitution are emerging as long-term winners: Prateek AgarwalIndian corporate earnings are meeting expectations, but market sentiment is subdued due to broader economic concerns, not company performan...- AI disruption in Indian IT front-loaded, but long-term demand intact: Sushovan NayakIndian IT services face near-term AI-driven revenue pressure, estimated at 1-3%, impacting stock valuations. However, experts believe marke...
- Nifty earnings growth slashed to 8.5% from 14%; no comfort in valuations still: Amish ShahBofA Securities warns Indian equities face rich valuations and halved earnings growth outlook, projecting market gains to mirror profit exp...
- Andreessen Horowitz cofounder Marc Andreessen says AI beats humans in coding because 'AI never gets drunk, sick, or high' and never files 'HR complaints.'Venture capitalist Marc Andreessen believes AI coding agents are superior workers, citing their tireless nature and lack of human flaws. He...
- Mutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment?Mutual funds have significantly reduced their technology sector exposure to an eight-year low, driven by concerns over AI disruption, slowi...
- Bengaluru techie after quitting Rs 2.5 lakhs per month corporate job, now does odd jobs and travels: ‘Income has dropped but life is meaningful’Apeksha Jain traded a Rs 2.5 lakh monthly salary for a life of travel and simple work. After years in corporate roles, she found fulfillmen...
- The growing pay gap: AI skills drive 60% higher salaries in techAI-skilled professionals are commanding significant pay premiums, earning up to 60% more than their peers in other tech fields. This wideni...
- Startups seek digital gold rules; IT firms bet on freshersHappy Friday! The Centre may be open to creating an oversight framework for the digital gold sector. This and more in today’s ETtech Mornin...
- Infosys non-committal on pay hikes, keeps employees guessingInfosys management remained non-committal on salary revision timelines during a recent town hall, citing macroeconomic conditions and clien...
- Before Mythos goes public, Indian IT also wants accessAI firm Anthropic is in talks with governments worldwide, including India, about safeguarding critical infrastructure. This is ahead of the...
- Markets have moved on from geopolitics, broader rally underway: Anurag SinghInvestor sentiment is stabilizing, shifting focus from dominant tech stocks to broader market participation. Anurag Singh of Ansid Capital ...
- Indian market faces AI narrative problem; it'll be smallcaps over largecaps for next 5 years: Manish GunwaniIndian stock market valuations are attractive. However, global investor focus on Artificial Intelligence is diverting capital away from eme...
- 10 techies who quit jobs at Accenture, TCS, Infosys to become popular South actors: Tovino Thomas to Kalaiyarasan to Srinidhi ShettySeveral South Indian actors, including Srinidhi Shetty, Tovino Thomas, and Nivin Pauly, left well-paying IT jobs at companies like Accentur...
- IT stocks to rally on Wednesday? Infosys, Wipro ADRs surge up to 5%. Here's whyIT stocks may rally on Wednesday as Infosys and Wipro ADRs surged overnight, supported by strong gains in US tech stocks and easing fears o...
- TCS shares fall 2% after Q4 results. What Jefferies, Nomura and 3 other brokerages are sayingDespite a 12% year-on-year rise in net profit to Rs 13,718 crore and a 10% revenue increase to Rs 70,698 crore, TCS shares fell 2%. The IT ...
- 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...
- Rs 80 lakh salary, but half as ‘kidnapping insurance’? IIM placement anecdote sparks debate onlineA viral anecdote from IIM Calcutta placements details an Africa-based company offering an Rs 80 lakh per annum package, with Rs 40 lakh des...
- TCS, Infosys, other IT stocks rise up to 3% on Accenture’s Q2 results. What are analysts saying?Indian IT stocks surged following Accenture's robust results, which beat revenue expectations and saw record bookings. The global IT giant ...
- Accenture forecasts Q3 revenue below estimates at around $16.7 billionThe company forecast current-quarter revenue in the range of $16.1 billion and $16.7 billion. Analysts on average were expecting revenue of...
- Will IT firms deliver strong growth in Q2? Accenture results offer cuesAnalysts largely expect IT stocks to sustain the current high PE multiples going ahead. They like stocks such as Infosys, HCL Tech and Tech...
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