In less than two trading sessions, shares of Wipro and LTIMindtree have given up 100% and 25% of their respective gains since their CEOs took over. What's causing this?
3 min read20 Jan 2026Domestic technology stocks rebounded last week, driven by improved December-quarter growth and stable demand conditions. The Nifty IT index surged 3.34%, led by Infosys and Tech Mahindra, while top firms posted better-than-expected earnings despite challenges like tariff uncertainties.
2 min read18 Jan 2026The Indian IT sector has seen significant declines in 2025, but analysts believe a new, AI-driven growth cycle is on the horizon. With key players like Infosys and HCL Tech showing promise, is now the time to buy?
2 min read1 Jan 2026Domestic tech stocks are experiencing significant losses following Infosys's salary hike for freshers. Most Nifty IT index constituents are down, with Infosys shares falling 0.5%.
3 min read26 Dec 2025Indian IT stocks are regaining investor interest, with the Nifty IT index rising over 6% in a month due to AI revenue visibility and improved US demand. Despite past underperformance, optimism is returning, although challenges like visa restrictions remain.
3 min read24 Dec 2025Revenue visibility for Q4 remains bleak for IT companies amid prevailing client caution and global macro-economic uncertainty. Plus, Accenture's quarter ending November results is hardly encouraging
2 min read22 Dec 2025The AI-led rally has pushed US tech stocks to record highs, while India’s IT services firms face weak growth and lag the Nasdaq by over 40% on a rolling three-year basis.
5 min read19 Dec 2025The Nifty IT index has surged nearly 15% since October, outperforming the Nifty 50, thanks to a weakening rupee. Shares of Persistent Systems have surged 31% since October, followed by LTIMindtree and HCL Technologies, which have jumped 21% and 20%, respectively, for the same period.
2 min read18 Dec 2025The Nifty 50 index has reached a new all-time high, while the Nifty IT index lags, down over 20% from its peak. Factors like US tariffs and sluggish growth are impacting Indian IT stocks, leading to valuation compression and a cautious outlook for the sector.
4 min read1 Dec 2025Indian IT stocks are rising as investors anticipate a U.S. Federal Reserve rate cut in December. Motilal Oswal upgraded several IT stocks, citing a potential AI services cycle. Despite a recent rally, the sector remains sensitive to U.S. monetary policy changes, with future growth expected in FY28.
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