GREED & Fear Report: India stands at a fascinating crossroads. Artificial intelligence (AI) is widely viewed as a disruptive force, particularly for the country’s Rupee-heavy IT services sector, yet at the same time it is being embraced as a generational opportunity. According to the latest GREED & Fear report by Chris Wood, the mood in…
Indian IT stocks including Infosys, TCS, HCL Tech will be in focus on Thursday, February 26 after artificial intelligence (AI) chipmaker Nvidia delivered another exceptionally strong quarter on Wednesday, reinforcing its dominant position in the global AI ecosystem even as investors debate whether the current AI boom is sustainable or overheated. Nvidia reported quarterly results…
Indian IT stocks rallied in early trade on Wednesday, recouping some of the heavy losses from previous session, following a rally in global technology stocks. The Nifty IT index gained over 2.8%, emerging the top-performing sector on the NSE. The gains in IT stocks came amid a rally in the Indian stock market, with the…
IT Stocks: India has increasingly emerged as what Chris Wood of Jefferies describes as the “reverse AI trade”, a theme he has discussed earlier in the GREED & Fear report. A key positive catalyst came with the announcement of a strategic tie-up between Anthropic and Infosys to jointly develop custom AI agents tailored to the…
The Indian stock market is currently traversing a phase of consolidation amid mixed earnings trends, global macro crosscurrents, and evolving structural shifts, particularly in the IT space. While domestic fundamentals remain resilient, sectoral divergences and elevated valuations in pockets warrant a calibrated investment approach. With the Q3FY26 earnings season nearing completion, results from 460 companies…
Even as businesses incorporating AI are increasingly grabbing attention, their stocks haven’t been immune to volatility. Here are three that have fallen significantly from 52-week highs. #1 Happiest Minds Technologies The company is an AI-first, customer-centric digital engineering company with an integrated approach that spans chip to cloud. Happiest Minds delivers secure and scalable solutions…
Foreign Portfolio Investors (FPIs) dumped Indian information technology (IT) stocks worth nearly ₹11,000 crore in the first half of February, amid mounting concerns over artificial intelligence (AI)-led disruption in the sector. FPIs were net sellers of Indian IT shares to the tune of ₹10,956 crore between February 1 and 15, according to data from the…
BENGALURU: Infosys Ltd chairman Nandan Nilekani sought to reassure investors that the rise of generative AI (GenAI) is expanding business opportunities for the company, even as anxiety triggered by the launch of new AI tools has weighed on the stock, sending shares of the India’s second-largest information technology (IT) services firm down 14% between 1…
Indian IT stocks have been under sustained pressure for the past four sessions, dragging benchmark indices lower amid concerns that artificial intelligence (AI) is likely to disrupt the labour-intensive domestic tech sector. The Nifty IT index plunged almost 1% on Monday, February 16, taking its four-day selloff to 9.4%. On a month-to-date basis, the index…
The history of human civilization is replete with examples of radical, path-breaking advancements—from a simple wheel to steam engines, electricity, and the internet. But the emergence of artificial intelligence (AI) is undoubtedly one of the most powerful, if not the greatest, inventions in human history. AI is not a fringe technology now. It is now…
