AI fear over IT overdone, but near-term pain likely to persist: Seshadri Sen

Indian IT services face persistent pressure due to AI disruption fears, with market expert Seshadri Sen advising tactical caution despite attractive long-term valuations. While inflation risks are contained, rural demand remains a monitorable. Sen favors domestic consumption and industrials, anticipating improving earnings breadth into FY27.

Rs 40,000 crore gone in minutes! Why Infosys shares crashed 9% to hit a new 52-week low

Infosys share price: Infosys shares plummeted 9% to a 52-week low, losing nearly Rs 40,000 crore in market cap. This follows Accenture’s lowered revenue forecast, sparking concerns over reduced discretionary IT spending. The US Federal Reserve’s hawkish stance further fueled worries about a potential slowdown in enterprise technology investments.

Accenture’s weak bookings raise AI fears, but Indian IT may weather the storm: Sandip Agarwal

Accenture’s recent earnings reveal a sharp decline in new bookings and a reduced guidance, sparking concerns about AI’s impact on the IT services industry. While AI isn’t officially blamed, the significant drop in orders suggests a deflationary effect. However, Indian IT firms are expected to remain resilient due to different geographical exposure and operational strengths.

Amber Enterprises shares jump 3% after manufacturing partnership with Oppo India

Amber Enterprises India’s shares surged after announcing a strategic manufacturing collaboration with Oppo Mobiles India. The partnership will see Amber manufacture mobile phones for Oppo, OnePlus, and Realme, leveraging its scale and local supply chain strengths. This move significantly strengthens Amber’s position in India’s electronics manufacturing sector.