IT Sector

Geopolitical uncertainty and US-Europe tariff concerns have dampened hopes for a quick rebound in tech spending. Brokerages expect a mixed bag for the Big Five, with recovery likely to be deferred to the next fiscal year.

IT stocks generally offer moderate but consistent dividends. However, investors must remember that dividends are only one component of an overall investment thesis and should never be the only consideration when purchasing a stock.

The acquisitions mark the company's largest spending on such transactions in three years as it shifts focus on software-led capabilities.

Large language AI models do not behave with consistency, which is harmless in some business contexts but dangerous in others. Adapting AI for determinism—the classic promise of software—is a major challenge waiting to be tackled. Will Indian IT service players rise to the occasion?

Revenue growth among India's top five IT services companies has lagged behind global clients since 2023. Analysts remain cautious about the $283 billion IT sector's future amid rising automation and changing client priorities towards AI infrastructure.

Lobbying spending by Infosys, Wipro, TCS and Cognizant is in focus as the US government has tightened labour mobility and clamped down on access to foreign workers

A fresh wave of legal challenges confronts India’s IT sector as US-based entities sue Tata Consultancy Services and Wipro for patent violations involving cloud management and telecom technologies.