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AI IMPACT ON IT SECTOR
Nomura expects IT firms to see 'anaemic' growth in FY27. Here are latest target prices for Infosys, TCS, and othersNomura expects subdued near-term growth for Indian IT companies as macro uncertainty and weak tech spending weigh on demand ahead of Q1 ear...- AI driving credit risk, may threaten jobs and tax revenues in developed economies: FitchFitch Ratings highlights AI and massive digital infrastructure spending as significant global credit risks. While AI promises efficiency, i...
- Rs 19 lakh crore shocker! TCS, Infosys & 2 IT giants crash 50% from peak: Is the absolute worst yet to come?India's top IT firms, including TCS and Infosys, have seen their market value plummet by at least 50% from peak levels, erasing nearly Rs 1...
- NRI equity inflow falls; Pi Ventures preps exitsNRI accounts are surging even as stricter compliance and a softer market cool equity inflows. This and more in today’s ETtech Morning Dispa...
- India eyes open source, homegrown AI amid access curbs on frontier modelsIndia is championing open-source and homegrown AI models to counter potential access restrictions on advanced frontier technologies. The IT...
- Your AI product has real users. Why doesn't anyone outside your industry know that?AI product awards aren't just trophies handed out at a ceremony. For founders with real users, measurable retention and deployment proof si...
- Fermac AI Systems and RockyEmbed: Advancing India's AI FutureFermac AI Systems is an Indian AI company developing innovative AI solutions and industry-focused training programs. Its flagship model, Ro...
- US Stock Market: Economic resilience collides with expensive valuations on Wall StreetThe US economy shows surprising strength with robust job growth and consumer spending, yet Wall Street is faltering. Investors are wary of ...
- Why business impact is becoming the new measure of AI innovationThe ET Most Innovative AI Product Awards 2026 recognise AI solutions that have moved beyond experimentation to deliver measurable business ...
- ET Graphics: AI agents stealing IT’s lunchAI’s looming threat on the IT services sector has battered India’s blue chip technology stocks. Whether its a new frontier model launch, or...
- AI could become the next competitive advantage for renewable energy companies: ReportArtificial intelligence is poised to become a major competitive edge for renewable energy firms, according to a BCG report. The focus is sh...
- 'One-time opportunity': South Korea bets big on AI boomSouth Korea's chip industry is poised for a significant boost amidst soaring demand for AI components. Analysts highlight this as a crucial...
- AI chip rally faces reality check, but bubble fears may be overdone: Adrian MowatSouth Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attri...
- AI investment boom may fuel financial risks: BISThe Bank for International Settlements (BIS) has cautioned about the financial dangers linked to the rapid growth of AI, pointing to issues...
- India's tech services sector to remain key to global enterprises in AI era: Nasscom US CEO ForumIndian tech firms are poised to lead global enterprises into the AI era, moving beyond experimentation to production value. Discussions at ...
- 35 nations, including India, sign statement on AI opportunity at Pax Silica Summit in USAt the second Pax Silica Summit held in Washington on Thursday, 35 nations signed the Joint Statement on AI Opportunity, aligning behind a ...
- US gives India assurance on access to AI technologiesIndia has received assurances from the US that access to AI technologies will remain open, according to a top official. New Delhi believes ...
- A unique fund with a contra bet on Indian IT and global tech exposure: Radhika Gupta on Edelweiss Technology FundEdelweiss Mutual Fund has launched a unique technology fund, blending Indian IT stocks with global tech giants. This fund aims for long-ter...
- Indian tech’s Nifty share shrinks to record low on AI worriesIndia’s IT sector is losing dominance in the Nifty 50 as AI disruption fears trigger sustained selling. Its index weight has dropped to a r...
- India’s biggest equity fund makes contrarian bet on IT stocksIndia’s largest actively managed equity fund, PPFAS Flexi Cap, is increasing exposure to beaten-down IT stocks, taking a contrarian view on...
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