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    • Stocks to Watch Today: Infosys, Waaree Renewable, HG Infra, InterGlobe Aviation, TVS Supply Chain, Brigade, SEDEMAC, Arvind SmartSpaces in focus on 11 March

      Stocks to Watch, 11 March: Stocks like Infosys, Waaree Renewable Technologies, Arvind SmartSpaces, Waaree Energies, Central Bank of India, Hindustan Zinc, Adani Enterprises, SEDEMAC Mechatronics, HG Infra Engineering, Polycab India, InterGlobe Aviation, and Eicher Motors will be in focus on March 11

    • Vanguard reverse transitions part of Infosys’ largest outsourcing deal

      The development comes nearly 6 years after Vanguard and Infosys announced a partnership under which the IT firm assumed day-to-day operations, while Vanguard builds a tech GCC in Hyderabad

    • Nifty IT rebounds, leads sectoral gains on value buying after sharp sell-off; TCS, Infy among top Nifty gainers

      Several frontline IT stocks featured among the top gainers on the Nifty today. HCLTech and Tech Mahindra shares rose about 1.9 percent each. TCS stock gained 1.5 percent, Wipro added 1.3 percent, and Infosys advanced around 1.2 percent in the morning trade.

    • Operations across tech industry continues as usual, member companies remain vigilant: Nasscom on Middle East conflict

      The technology industry body has advised its member companies to enable work-from-home arrangements for all employees in the region.

    • Iran-Israel war: Indian IT firms may stare at slowdown in discretionary spending, project delays

      Middle East & North Africa is a strategic region for most IT services companies, currently accounting for 1-2% of total revenue but remains critical for the industry to diversify beyond North America.

    • ‘As a society, it worries me…’: Vishal Sikka on Jack Dorsey’s Block layoffs being AI driven

      “AI not a substitute for critical thinking. We cannot outsource our thinking,” Vishal Sikka, Founder of Vianai Systems and former Infosys CEO said at Rising Bharat Summit 2026.

    • Need to rethink jobs quickly as AI reshapes work, says ex-Infosys CEO Vishal Sikka at Rising Bharat Summit

      Engineering disciplines, he stressed, are becoming even more critical in the AI era

    • “AI Hype Must Cool Down!” — N. R. Narayana Murthy & Aditya Puri In Rare Joint Interview

      At a time when artificial intelligence is being framed either as an economic miracle or a mass job destroyer, industry veterans NR Narayana Murthy and Aditya Puri are striking a more measured note. Former HDFC Bank CEO Puri argues that AI today is surrounded by “too much hype” as well as exaggerated fears of large-scale job losses, stressing that while roles will evolve, wholesale replacement is unlikely. Infosys founder NRN Murthy, drawing from his own experiments with generative AI, says productivity gains accrue to sharper, more disciplined minds, urging young professionals to master these assistive technologies rather than fear them. Moneycontrol's Chandra R Srikanth spoke to them recently at the Indian Institute of Management in Bengaluru.

    • AI hype is overdone, job fears overblown: NR Narayana Murthy and Aditya Puri offer a reality check

      In a recent and rare joint interview, the Infosys founder and former HDFC Bank CEO weighed in on the the advancements around artificial intelligence and why there is too much negativism on job losses.

    • AI-led IT sell-off – Time to avoid or double down?

      As AI upends the labour-arbitrage model, Indian IT faces its toughest reinvention yet

    • AI not plug-and-play, enterprises need open-heart surgery, says Infosys’ Satish HC

      Execution challenges, legacy tech stacks and data readiness — not model capability — are the biggest barriers to scaling AI in enterprises, Infosys chief delivery officer tells Moneycontrol

    • Nandan Nilekani lauds PM Modi's vision, says India will lead world in showing how AI diffusion can improve lives of people

      Nilekani recalled how PM Modi gave them a suggestion to extend AI application to dairy besides agriculture.

    • India AI Summit: Countries that adopt, adopt and adopt model for AI will lead the way, says former British PM Rishi Sunak

      Speaking at the AI summit in India, Sunak said nothing in our lifetimes would be “more transformative” than AI

    • AI Summit: In AI, the race to the bottom is faster than the race to the top, says Infosys co-founder Nandan Nilekani

      The resentment of the blue collar workers led to the train wreck of globalisation. The resentment of the white collar workers is going to lead to the train wreck of AI, Nilekani said.

    • Has Infosys' AI day done enough to boost market sentiment after shares tank 20% in one month? 

      Infosys shares fell nearly 20%, but brokerages remain positive after its AI Day 2026. Infosys aims to scale enterprise AI adoption, with AI services now 5.5% of revenue.

    • FIIs dump Rs 10,956 cr in IT stocks in early February; holdings at 4-year low

      FIIs’ combined investment in IT stocks declined to Rs 4.49 lakh crore as of February 15, the lowest level in four years. This compares with Rs 5.34 lakh crore at the end of January 2026.

    • Buy Infosys; target of Rs 1750: Emkay Global Financial

      Emkay Global Financial is bullish on Infosys has recommended buy rating on the stock with a target price of Rs 1750 in its research report dated February 18, 2026.

    • Buy Infosys; target of Rs 1900: Prabhudas Lilladher

      Prabhudas Lilladher is bullish on Infosys has recommended buy rating on the stock with a target price of Rs 1900 in its research report dated February 18, 2026.

    • Buy Infosys; target of Rs 1850: Motilal Oswal

      Motilal Oswal is bullish on Infosys recommended buy rating on the stock with a target price of Rs 1850 in its research report dated February 17, 2026.

    • Should investors ride the AI promise with Infosys?

      The broad message from the management is that AI should be viewed as an opportunity for IT service companies

    • AI now contributes 5.5% to Infosys revenue, clocks $275 million as monetisation gathers pace

      India’s largest IT services firm TCS is running at about $1.8 billion in AI services revenue, while peer HCLTech has reported $146 million, or roughly 4% of total revenue.

    • Stocks to Watch Today: Dilip Buildcon, Dabur, BHEL, Eternal, NDL Ventures, Bosch, Stylam Industries, Nirlon, Easy Trip Planners in focus on 18 February

      Stocks to Watch, 18 Feb: Stocks like Infosys, Saatvik Green Energy, Hexaware Technologies, Eternal, Dilip Buildcon, Dabur India, Bharat Heavy Electricals, Healthcare Global Enterprises, NDL Ventures,and Engineers India will be in focus on February 18.

    • AI is a root-and-branch reset for businesses, says Infosys' Nandan Nilekani

      Earlier shifts allowed enterprises to add a front-end or move applications from on-premise systems to the cloud without changing core processes but AI has upended the pace, Nilekani has said

    • Nandan Nilekani flags implementation gap, says AI models outpacing real-world use

      While AI presents a major opportunity, the bigger risk for companies is execution. 'It’s not an opportunity risk, it’s an execution risk,' says the Infosys chairman

    • Writing code will no longer be the goal as AI reshapes tech jobs, says Infosys' Nandan Nilekani

      Nilekani said enterprises will need new skills focused on AI engineering, agent orchestration, and managing non-deterministic systems, where the same prompt can generate different outcomes each time.

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