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Cognizant CEO says companies now want profits from AI, not just hype

Cognizant CEO says companies now want profits from AI, not just hype

Jul 31, 2026 3:41 PM IST

Coforge sees strong FY27 as AI demand drives growth, margins and record deals

Coforge sees strong FY27 as AI demand drives growth, margins and record deals

Jul 28, 2026 2:58 PM IST

How technology is rewriting the economics of value

How technology is rewriting the economics of value

Jul 28, 2026 1:28 PM IST

Helios' Samir Arora says AI creates business uncertainty for IT, backs new-age companies

Helios' Samir Arora says AI creates business uncertainty for IT, backs new-age companies

Jul 24, 2026 1:33 PM IST

Sameeksha Capital CIO stays away from large-cap IT, bets on aviation and healthcare

Jul 24, 2026 10:04 AM 2 Min Read

Sameeksha Capital CIO stays away from large-cap IT, bets on aviation and healthcare

Newgen Software expects high-teen revenue growth in FY27 as AI, subscription demand strengthen

Jul 17, 2026 3:33 PM 7 Min Read

Newgen Software expects high-teen revenue growth in FY27 as AI, subscription demand strengthen

Banking, IT can drive Nifty breakout as broader market rally continues: Gautam Shah

Jul 17, 2026 1:28 PM 3 Min Read

Banking, IT can drive Nifty breakout as broader market rally continues: Gautam Shah

Enterprise AI could drive IT earnings upgrades from September quarter: Sowilo's Sandip Agarwal

Jul 16, 2026 4:03 PM 2 Min Read

Enterprise AI could drive IT earnings upgrades from September quarter: Sowilo's Sandip Agarwal

Foreign capital could rotate to India as AI trade loses steam: Bandhan AMC CIO

Jul 16, 2026 1:55 PM 2 Min Read

Foreign capital could rotate to India as AI trade loses steam: Bandhan AMC CIO

CCI fines HP India ₹139 crore for bid rigging in government tenders

Jul 14, 2026 3:46 PM 2 Min Read

CCI fines HP India ₹139 crore for bid rigging in government tenders

LTM sees AI revenue growing faster than overall business

Jul 14, 2026 1:55 PM 7 Min Read

LTM sees AI revenue growing faster than overall business

Banks remain top sector bet, see value in IT at current valuations: UTI AMC's Vetri Subramaniam

Jul 11, 2026 1:12 PM 3 Min Read

Banks remain top sector bet, see value in IT at current valuations: UTI AMC's Vetri Subramaniam

Latent View sees bigger growth opportunity as enterprise AI adoption expands

Jul 10, 2026 4:36 PM 3 Min Read

Latent View sees bigger growth opportunity as enterprise AI adoption expands

AI could become growth driver for Indian IT in 6-12 months: Wedbush

Jul 10, 2026 10:55 AM 3 Min Read

AI could become growth driver for Indian IT in 6-12 months: Wedbush

Market's worst phase is over; focus on picking the right stocks, says Quant Mutual Fund's Sandeep Tandon

Jul 7, 2026 3:16 PM 3 Min Read

Market's worst phase is over; focus on picking the right stocks, says Quant Mutual Fund's Sandeep Tandon

Earnings could improve from Q2 as oil eases; Enam's Sridhar Sivaram stays underweight on IT, banks

Jul 6, 2026 1:24 PM 3 Min Read

Earnings could improve from Q2 as oil eases; Enam's Sridhar Sivaram stays underweight on IT, banks

Traditional IT stocks can deliver up to 70% returns over three years despite AI fears: Sandip Agarwal

Jul 3, 2026 4:21 PM 3 Min Read

Traditional IT stocks can deliver up to 70% returns over three years despite AI fears: Sandip Agarwal

IT stocks may not have bottomed yet: Motilal Oswal Financial

Jul 2, 2026 12:34 PM 3 Min Read

IT stocks may not have bottomed yet: Motilal Oswal Financial

Boeing hit by IT outage, says disruption not linked to cyberattack

Jul 1, 2026 11:18 AM 1 Min Read

Boeing hit by IT outage, says disruption not linked to cyberattack

Persistent says Nagarro deal won't slow its growth trajectory

Jun 30, 2026 1:33 PM 3 Min Read

Persistent says Nagarro deal won't slow its growth trajectory

Nagarro CEO says AI isn't behind its slowdown; Persistent deal to unlock growth

Jun 29, 2026 12:58 PM 2 Min Read

Nagarro CEO says AI isn't behind its slowdown; Persistent deal to unlock growth

Anthropic's Claude Mythos 5 returns as US clears access for 100+ trusted organisations

Jun 27, 2026 9:27 AM 5 Min Read

Anthropic's Claude Mythos 5 returns as US clears access for 100+ trusted organisations

India IT cos generating $10-12 bn in AI revenue; 25% firms move projects to production: Nasscom

Jun 26, 2026 3:38 PM 3 Min Read

India IT cos generating $10-12 bn in AI revenue; 25% firms move projects to production: Nasscom

Alibaba shares stumble to 16-month low after Anthropic’s AI theft accusations

Jun 25, 2026 10:45 AM 5 Min Read

Alibaba shares stumble to 16-month low after Anthropic’s AI theft accusations

HDFC Bank is considering a sixth tech centre — this time in Karnataka

Jun 18, 2026 4:51 PM 2 Min Read

HDFC Bank is considering a sixth tech centre — this time in Karnataka

HCLTech sees $20 billion India enterprise AI opportunity with Sarvam partnership

Jun 16, 2026 11:04 AM 12 Min Read

HCLTech sees $20 billion India enterprise AI opportunity with Sarvam partnership

Indian IT stocks could deliver 40-70% earnings growth over three years: Sowilo's Sandip Agarwal

Jun 10, 2026 11:31 AM 3 Min Read

Indian IT stocks could deliver 40-70% earnings growth over three years: Sowilo's Sandip Agarwal

Happiest Minds expects to exceed FY27 growth target if GenAI pilots scale up

Jun 4, 2026 11:42 AM 3 Min Read

Happiest Minds expects to exceed FY27 growth target if GenAI pilots scale up

Manulife's Rana Gupta sees long-term opportunity in defence and platform businesses

May 22, 2026 1:22 PM 4 Min Read

Manulife's Rana Gupta sees long-term opportunity in defence and platform businesses

Demeter Advisors' Ashwini Agarwal sees opportunity in private banks, FMCG, avoids AI & defence bets

May 21, 2026 11:20 AM 3 Min Read

Demeter Advisors' Ashwini Agarwal sees opportunity in private banks, FMCG, avoids AI & defence bets

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