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SOFTWARE SECTOR ANALYSIS
China begins to snap at America's heels in a tightening tech raceChina’s latest supercomputer ranking has renewed debate over global technology leadership, but current evidence shows the United States sti...- These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 27%As the market seems to be in comeback mode, it helps to be aware that the best (and probably biggest) wealth creator of the last couple of ...
- Startup investors cash out nearly Rs 18,000 crore after IPO lock-ins endTop global investors like SoftBank and KKR have cashed out nearly Rs 18,000 cr from new-age Indian companies post-listing. This marks a shi...
- AI is making blue collar workers like electricians, mechanics richer than office workersArtificial intelligence is creating new, lucrative roles for skilled tradespeople in India, with demand for electricians, HVAC technicians,...
- Silicon Valley's AI millionaires are paying up to $23,000 per hour for escorts who can talk GPUs, crypto and the futureThe AI boom is fueling a new luxury service where escorts, dubbed 'nerd-first,' command high rates by offering intellectual companionship a...
- India’s quantum opportunity: Turning scale into strategic advantageIndia has a structural advantage in quantum computing. Its size inherently creates challenging optimisation issues, offering a practical te...
- India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar SinhaIndia is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector ...
- US Stock Market: AI-fuelled tech rally raises concerns over growing market concentrationU.S. technology stocks have surged to unprecedented market influence, driven by AI enthusiasm and now comprising over 39% of the S&P 500's ...
- India's overall white-collar hiring dips 6 pc in May; diversity recruitment surges by 21 pc: ReportWhite-collar hiring in India saw a 6 pc dip in May 2026. Overall job postings decreased by 4 percent compared to the previous year. However...
- Textile sector: Time for a relook as tariff tantrum may soon be history? 5 textile stocks with upside potential of up to 27%The Indian textile and apparel sector has had a stressful year. The US tariffs disrupted orders to the sector’s largest market, squeezed ma...
- TCS, Infosys, other IT stocks crash up to 7% after 3-day rally. What top brokerages are saying?IT stocks, including TCS, Infosys, HCL Tech, Wipro and Tech Mahindra, fell sharply on Wednesday, following a three-day rally. Despite AI-re...
- Companies face hardware talent crunch amid AI boomIndia faces a significant shortage of AI hardware engineers, including HVAC, robotics, and industrial automation specialists, as AI adoptio...
- 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 ...
- The $965 billion AI company behind ChatGPT's biggest rival is finally going public, and it could be the biggest Wall Street debut everValued at nearly $965 billion following recent funding activity, Anthropic has emerged as one of the world's most valuable private technolo...
- India tech jobs decline: AI, US immigration impact recruitmentIndia's technology job market faces its slowest period in over two years. Active tech job openings have dropped significantly. Global uncer...
- 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...
- Meta tool to track employee mouse clicks on collision course with EU privacy rulesMeta's AI training tool, Model Capability Initiative (MCI), is reportedly capturing extensive U.S. employee computer usage, including non-U...
- Who truly leads the AI industry now? Anthropic’s $965 billion valuation and Claude Opus 4.8 launch reignite the battle for AI supremacy beyond OpenAI’s early leadWho truly leads the AI industry now? As Anthropic reaches a $965 billion valuation and launches Claude Opus 4.8, the AI race enters a new p...
- AI takes the wheel for smarter factory floorsManufacturers are repurposing AI as a tool for faster execution in a twist to the industrial AI playbook.
- Manufacturers look beyond cost cutting to drive AI adoptionA survey found meeting customer expectations (49%) and boosting operational efficiency (47%) were the primary forces driving AI adoption am...
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