Market Overview - Markets opened higher on February 25, with technology stocks leading the recovery after a previous selloff triggered by Anthropic's announcement of a new AI tool [1][2] - The Sensex opened at 82,530.12 and was trading at 82,711.12, up 485.20 points or 0.59 percent, while the Nifty 50 opened at 25,512.60 and was quoting at 25,580.05, up 155.40 points or 0.61 percent [1] IT Sector Performance - The IT index experienced significant losses in the previous session, shedding over 4.45 percent, with major companies like Infosys, HCL Technologies, TCS, and Tech Mahindra attempting a sharp reversal on Wednesday [2][3] - Infosys was the top gainer in the Nifty, trading at ₹1,312.40, up 2.89 percent, while HCL Technologies rose 2.71 percent to ₹1,375.50, TCS gained 2.30 percent to ₹2,632.80, and Tech Mahindra was up 2.19 percent at ₹1,374.80 [3] Analyst Insights - Dr. V K Vijayakumar from Geojit Investments noted that the sustained selling in IT stocks may be over, indicating a potential rebound in the segment, and highlighted collaboration opportunities for Indian IT firms with Anthropic's new AI tool [5] - Fund flow data showed Foreign Institutional Investors (FIIs) as net sellers at ₹102.5 crore, while Domestic Institutional Investors (DIIs) invested ₹3,161.2 crore, suggesting a mixed sentiment in the market [5] Technical Analysis - Shrikant Chouhan from Kotak Securities indicated that a fresh selloff could occur if the market breaches the 200-day Simple Moving Average or levels of 25,300/82,000, while a bounce back could happen if it trades above these levels [6] - Hariprasad K pointed out that the Nifty 50 breached key support levels of 25,500 and 25,350, reflecting heightened selling pressure, and continues to trade below its 20, 50, and 100-day EMAs, indicating sustained downside pressure [6] Sector-Specific Concerns - Vijayakumar raised concerns regarding solar panel exports to the US facing a 125 percent import duty, which could severely impact exporters and highlighted the vulnerability of this sector to US policy changes [6]

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Indian shares trail regional peers on $68.6 billion IT rout over AI concerns February 25, 20263:23 AM UTCUpdated ago By Bharath Rajeswaran Figurines with computers and smartphones are seen in front of the words "Artificial Intelligence AI" in this illustration created on February 19, 2024. REUTERS/Dado Ruvic/File Photo Purchase Licensing Rights, opens new tab Feb 25 (Reuters) - Indian shares h ...

on 20-Feb-2026 20 February 2026 European Technology/Software AI disruption radar - Want to try it yourself? Richard Nguyen +33 1 42 13 54 22 richard.nguyen@bernsteinsg.com Mark L. Moerdler, Ph.D. +1 917 344 8506 mark.moerdler@bernsteinsg.com Derric Marcon +33 1 58 98 06 30 derric.marcon@bernsteinsg.com Specialist Sales Kiran Shah +44 20 3547 1533 kiran.shah@bernsteinsg.com This report includes minor clarifications following recent feedback from companies and investors. See the Disclosure Appendix of this re ...

[https://mma.prnewswire.com/media/633365/5460444/Infosys_Logo.jpg]SOURCE Infosys## 21%[more press release views with Request a Demo]## Also from this source### Infosys Unveils AI First Value Framework: Uniquely Positioned to Capture New AI Services Opportunity of Over $300 Billion[Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in next generation digital services and consulting, today unveiled its AI first value...]### Infosys Unveils AI First Value Framework: Uniquely Positioned to Capture Ne ...

With Tuesday’s 6% decline, the Nifty IT index has plunged over 21% in February alone, marking its worst monthly fall since the 2008 global financial crisis, according to an ET report. The trigger this time is not only macroeconomic weakness but also concerns about potential disruption to traditional IT services.Anxiety intensified after AI startup Anthropic said its Claude tool can help streamline COBOL code, raising fears over long-standing revenue streams for technology companies. The announcement sent sh ...

一份描绘人工智能"反乌托邦"未来的研究报告在全球软件股引发抛售，却意外成为亚洲股市的催化剂——投资者正将目光转向芯片制造商、数据 中心及AI基础模型公司，而亚洲在这些领域的卡位优势尤为突出。 据华尔街见闻此前文章，这份由机构Citrini Research发布、Lotus Technology Management首席投资官Alap Shah联合撰写的报告，触发了市场对软 件行业商业模式被侵蚀的新一轮担忧。Shah在接受彭博电视采访时表示，半导体、数据中心及基础模型实验室公司是AI交易中的核心受益者， 点名台积电、三星电子及SK海力士为最具代表性的芯片厂商，并指出中国的MiniMax与智谱本月股价均已翻倍以上。 这一轮由科技硬件驱动的亚洲涨势，推动MSCI亚太指数今年相对标普500指数的开局表现创下历史最佳。与此同时，彭博汇编的数据显示， MSCI亚太信息技术指数与纳斯达克100指数之间的周度相关系数已跌至0.45，为2017年10月以来的最低水平，亚美科技股走势分化愈发明显。 这一分化折射出资金的结构性轮动——投资者正从承受高额开支压力的AI先行者转向定价权更强的硬件制造商，亚洲在这一链条中具备天然优 势。 ...

Concerns escalated after AI startup Anthropic said its Claude tool can help streamline COBOL code, raising fears of disruption to long-standing revenue streams for technology companies. The announcement sent ripples through global tech stocks. To put things into perspective, shares of IBM plunged 13% overnight, marking the company’s worst single-day selloff in about 25 years.In today’s session, IT stocks tumbled up to 8%. Tech Mahindra, Following the historic correction, the Nifty IT index now trades at an ...

By Haripriya Suresh and Sai Ishwarbharath B MUMBAI, Feb 24 (Reuters) - India's information technology sector is forecast to surpass $300 billion in ‌revenue for the first time in the current fiscal year, an ‌industry body said on Tuesday, amid challenges and opportunities arising from artificial intelligence. Indian IT ​stocks have slumped in recent weeks, tracking global peers as investors worry that advanced AI tools would disrupt the traditional business models of software firms, shaving billions of ...

His broader point was clear: fear-driven storytelling around AI has crossed reasonable limits.— connectgurmeet (@connectgurmeet) A fresh wave of selling hit Indian software services stocks today after a report by Citrini Research warned that companies exposed to traditional IT outsourcing models could face accelerating contract cancellations through 2027. The report flagged major players such as The NSE Nifty IT Index dropped as much as 3.6% in a single session while many frontline The sector has slid roug ...

IBM shares sank 13.2% to close at $223.35, marking their biggest single-day drop since October 18, 2000.What is COBOL?COBOL is a programming language widely used on IBM mainframes across banking, insurance and government systems. According to Anthropic, COBOL handles around 95% of ATM transactions in the US. However, it added that the number of people who understand the language keeps shrinking every year."Modernising a COBOL system once required armies of consultants spending ⁠years mapping ‌workflows. To ...