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  • IT stocks rise up to 3% after Accenture raises growth guidance; TCS, Infy up 1-2% as brokerages eye AI tailwind

    Select IT stocks rose up to 3 percent, while heavyweights such as Infosys and TCS were also up by 1-2 percent each today. The trigger for the move was Accenture’s combination of top-end revenue growth, improved guidance visibility, and steady deal bookings.

  • Nifty IT extends gains to over 3% as rebound strengthens; Infosys, TCS, HCL Tech lead, dominate Nifty gainers

    All major IT stocks traded firmly higher on Wednesday, reversing losses from the previous session. The rally extended to midcap IT names as well.

  • Nifty IT index falls over 2% to near 3-year low; Wipro, Infosys, TCS among top Nifty losers

    The sharp decline in IT stocks today comes even as the broader market traded near the flatline, highlighting sector-specific pressure. All major IT stocks were under pressure with the IT stocks dominating the Nifty top losers list.

  • Chart of the Day: IT sector’s premium to Nifty 50 crumbles on AI concerns

    The NSE IT index is trading at a similar valuation to Nifty 50 index compared to a 38 percent premium in FY25

  • FIIs dump Rs 17,000 crore in IT stocks in February amid AI concerns

    FIIs’ combined investment in IT stocks declined to about Rs 4.18 lakh crore at the end of February, the lowest level in four years. This represents a 21.8 percent drop from Rs 5.34 lakh crore at the end of January 2026, according to NSDL data.

  • IT index falls 1.1%, HCLTech, Coforge lead the losses; Kotak slashes target prices of these seven IT stocks

    Also, stronger rupee is seen as a headwind for export-focused IT services firms

  • For IT companies, doomsday predictions are yet to reflect in FY27 revenue estimates

    As of now, consensus analyst estimates project a slightly better revenue growth for several large IT services companies in FY27

  • IT fall impact: LIC's investment in IT stocks declines by Rs 42,500 crore in two months

    At Rs 26,510 crore, LIC sees maximum value erosion in Infosys and TCS

  • Midcap IT stocks plummet up to 8% as sell-off deepens beyond large caps; Persistent, Coforge lead losses

    The sell-off in midcap IT stocks came even as frontline IT stocks were also under pressure, with the Nifty IT index down over 5 percent. However, losses in midcap names were deeper than those in large-cap peers today.

  • Has AI punctured FMCG type valuation narrative of IT stocks?

    AI and new technologies have induced business and revenue uncertainty for IT companies

  • IT stocks see massive recovery from day's low as value buying emerges; Infosys, TCS lead rebound

    The Nifty IT index fell over 5% to an over 10-month low of 31422.60 points on February 13 morning

  • IT stocks set for worst week since March 2020: Panic selling at this stage may not be a good idea, says analyst

    Investors may wait and watch for the dust to settle, says VK Vijayakumar, Chief Investment Strategist, Geojit Investments

  • IT rout on Nifty50: TCS, Infosys, Wipro, HCL Tech fall up to 32% in 2 years; Tech Mahindra bucks trend

    IT shares have witnessed selling pressure in the last 2 years on lower discretionary spending in key global markets and AI disruption.

  • Infosys, HCLTech, other IT stocks extend decline led by Anthropic's AI tool; Jefferies sees 'more pain ahead'

    IT stocks: Jefferies sees 'more pain ahead' for IT sector as Anthropic’s Cowork plug-ins highlight how AI could erode application services revenue, which accounts for 40–70% of IT firms’ topline.

  • AI concerns wipe out over Rs 2 lakh crore m-cap from top IT stocks

    AI developer Anthropic launched new tools that heightened concerns over AI-driven disruption in the data and professional services industry; TCS loses Rs 70,000-crore market value

  • IT stocks fall up to 4% after Infosys hikes entry-level salaries: Here's what analysts say

    Indian IT stocks are toggling between a volatile mix of earnings momentum, global demand, and talent costs, an analyst said.

  • IT stocks extend losses to third day, fall up to 4% ahead of Fed meet outcome: What lies ahead?

    The outcome of Fed's meeting will likely impact investor sentiment around IT stocks as these Indian companies derive a significant portion of their revenue from the US market.

  • Chart of the Day: Rupee depreciation to bring relief for Indian IT

    While IT companies derive most of their revenues from overseas, a large portion of their expenditure is incurred in local currency

  • Jefferies skeptical about rebound in beaten-down IT stocks, says growth outlook remains uncertain; check its top picks

    Growth worries and AI-related uncertainty could cap multiples, even if cheaper valuations offer better entry points, says Jefferies

  • Nifty IT index rises 1.6% today as US Fed cut bets strengthen; Tech Mahindra, Infosys stocks lead gains

    The gains in IT stocks today tracked a jump in US Fed rate-cut expectations, as the probability of a December cut has climbed to 70 percent from 44 percent a week earlier. Brokerage commentary added to the positive sentiment.

  • Mutual Funds turn bullish on IT stocks after multi-year low, auto weights cool off

    Mutual funds raised exposure to IT stocks in October after the sector hit a 67-month low, driven by better-than-expected Q2 results, the Motilal Oswal MF report shows.

  • Chart of the Day: Financial services emerge as a bright spot for IT companies amid global uncertainty

    Major IT companies clocked decent growth in financial services in September 2025 quarter.

  • TCS, Infosys, Tech Mahindra, HCL Tech stocks among top Sensex gainers today, ahead of IT Q2 results

    IT stocks rise today: Infosys, TCS, Tech Mahindra, HCL Tech shares among the top gainers on Sensex, as India Inc gears up for the fiscal second quarters earnings.

  • IT stocks fall for fifth day on US visa curbs; TCS, HCLTech, Wipro decline up to 2.5%

    IT stocks: TCS shares were the top loser on the Nifty IT index, hitting a fresh 52-week low of Rs Rs 2,956.90 apiece.

  • MC Exclusive: Investors must share blame for India Inc’s reluctance to sacrifice margins for growth, says Sunil Singhania

    In a growth economy with nominal growth of 10 per cent or more, management of companies will weak growth will need to introspect on how to up their game

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