Indian stock market: Driven by geopolitical tensions and strong order books, firms like HAL and BDL have seen returns exceeding 500%, prompting experts to view defence as a potential growth sector akin to IT
4 min read08:52 AM ISTFPI outflows in the Indian IT sector amounted to ₹16,949 crore during February. This followed FPI selling worth ₹1,835 crore in IT stocks in January, as per NSDL data.
1 min read6 Mar 2026Despite a weak overall market on March 6, IT stocks performed well, with the Nifty IT index increasing by almost 2%. The Sensex fell over 500 points as geopolitical tensions affected investor sentiment.
3 min read6 Mar 2026Investor sentiment seems to have improved since Anthropic announced plans to build partnerships around its Claude AI chatbot, easing concerns that AI tools could replace existing business models rather than work alongside them.
5 min read3 Mar 2026IT stocks crashed another 6% in intraday trading on Monday, March 2, after the US-Iran war, extending the abysmal performance seen last month.
2 min read2 Mar 2026IT stocks saw a 2.45% rise on February 27, led by Mphasis, LTI Mindtree, and Infosys, despite a declining Indian stock market. Concerns over AI disruptions have weighed down the Nifty IT index, which has dropped nearly 20% this month, although recent gains indicate some selective buying.
3 min read27 Feb 2026Stock Market Today Highlights: Sensex, Nifty 50 ended over 1% lower on Friday, February 27 amid uncertainty regarding US-Iran talks as well as firm dollar.
14 min read27 Feb 2026In its model portfolio, Emkay Global has added Indus Towers, SRF, Infosys, and HCL Technologies, while exiting Sun Pharmaceutical Industries, Gravita India and Mphasis. It has trimmed its positions in Maruti Suzuki India, Larsen & Toubro (L&T), and Craftsman Automation.
2 min read26 Feb 2026Nifty 50 and Sensex gained slightly, driven by IT stocks following Nvidia's strong earnings. Institutional buying supported the markets, while mixed trends were noted in wider markets. Analysts suggest cautious trading due to low risk appetite amidst a lack of domestic catalysts.
3 min read26 Feb 2026Indian IT stocks like Infosys and TCS are in focus after Nvidia reported record quarterly revenue of $68.1 billion, driven by strong AI chip demand. Despite initial stock gains, profit-taking led to a slight decline, highlighting ongoing investor concerns about the sustainability of the AI boom.
2 min read26 Feb 2026