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    • 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.

    • Infosys CEO Salil Parekh at Investor AI Day 2026 | Massive AI Growth Opportunity Ahead

      At Infosys Investor AI Day 2026, Infosys CEO Salil Parekh says AI work is underway with 90% of top clients and sees massive growth ahead despite industry concerns about IT services compression.

    • Nandan Nilekani at Infosys AI Day 2026 | “AI Is a Fundamental Root-and-Branch Surgery”

      At Infosys Investor AI Day 2026, Nandan Nilekani, Chairman of Infosys, says AI is a “fundamental root-and-branch surgery” of business. He highlights the shift from coding to AI orchestration, major job changes, rising security risks, and how GenAI enables faster enterprise modernization

    • Unpacking Indian IT's Brahmastra to counter AI: What various companies have done

      The AI transition has been in the works for at least over a year for most of these Tier-1 IT majors, and this reflected in the steadfast belief Indian investors held in the past couple of weeks even as the US-driven AI panic led to stock rout.

    • Infosys set to unveil AI growth roadmap at investor meet tomorrow

      The meeting comes at a time when investors are pressing large IT firms for answers on how generative AI will translate into sustainable revenue growth, margins and competitive differentiation

    • Infosys raises Q3FY26 bonus payout to 85% after steady quarterly improvement

      Infosys’ variable pay has steadily improved over recent quarters, rising from about 65-80%, and now averaging around 85% in Q3FY26.

    • Foolish to think large enterprises will dump legacy IT systems overnight to use AI: Former Infosys CFO Mohandas Pai

      AI adoption will be hit by the hidden cost and legacy hurdles in large enterprises

    • Infosys, ExxonMobil expand partnership to develop immersion cooling for AI data centres

      The combination will help optimise cooling operations in real time, enable predictive maintenance, and support scalable and reliable infrastructure for AI workloads.

    • EOIs invited for $1-billion next-gen digital customs platform; major IT firms expected to bid

      Major domestic IT services players, including Infosys, Tata Consultancy Services, and HCLTech are expected to participate in the bidding process

    • Anti-Corruption Court rejects plea seeking FIR against SEBI and exchange officials, warns complainant against forum hunting

      Claiming to be an investor in Infosys, complainant argued that no valid SEBI permissions existed for the IPO.The court stated that at every stage, the complainant has failed to prove his case and appears to be presuming to fulfil his oblique motive by filing such frivolous complaints.

    • Chartist Talk: Sustained close above 25,750 post gap-up could revive medium- to long-term bullish trend in Nifty; Ashish Kyal picks 5 stocks

      Buying on dips offers a superior risk-reward, while avoiding aggressive trades into the gap and keeping leverage low is advised, said Ashish Kyal.

    • Trade Spotlight: How should you trade Max Healthcare, LTIMindtree, Aster DM, PFC, Jindal Steel, and others on February 2?

      The market may consolidate near the previous day’s low after the sharp correction. Below are some short-term trading ideas to consider.

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