Sensex rose 143 points to open at 82,418.78 today, while the Nifty 50 index gained around 74 points to 25,556.30.Top gainers and losersIT stocks, including Infosys, Tata Consultancy Services (UltraTech Cement, Axis Bank, Live EventsDespite the uptrend in stock markets today, analysts advise caution. Ajit Mishra, SVP of Research at Global marketsUS stock markets ended higher on Wednesday after The S&P Software & Services index jumped 2.9%. NVIDIA shares jumped around 3%, while Microsoft shares gained over 2 ...

Benchmark equity indices Sensex and Nifty ended marginally higher on Wednesday (February 25, 2026), trimming most of their sharp intra-day gains, amid profit-taking.After a volatile day of trading, the 30-share BSE Sensex ended 50.15 points or 0.06% higher at 82,276.07. During the day, it jumped 731.99 points or 0.89% to 82,957.91.The 50-share NSE Nifty went up by 57.85 points or 0.23% to settle at 25,482.50.From the Sensex pack, HCL Tech, Tata Steel, Tata Consultancy Services, InterGlobe Aviation, Sun Phar ...

At close, Sensex was up a little over 50 points at 82,276. This marks a fall of around 682 points from its intraday high of 82,958, which it had hit in the morning amid strong buying in Today’s gains were led by metals, with the Nifty Metal index rising 2.7%. IT stocks, which had surged sharply in the morning, also pared partial gains by the end of the session. The Nifty IT index closed 1.57% higher, while the auto and pharma indices gained 1.85% each. FMCG, PSU Banks, realty, along with oil & gas indices, ...

By Haripriya Suresh MUMBAI, Feb 25 (Reuters) - Tata Consultancy Services is urging employees to use artificial intelligence tools ‌to deliver work faster and cheaper, even if it ‌eats into the company's revenue, the CEO of India's largest software-services provider ​said on Wednesday. The comments come as investor concerns about AI disrupting the Indian IT sector's traditional, labour-heavy operating model have wiped off about $68.6 billion market value in February. "We are telling ‌associates that if ...

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 ...

Anthropic hosted its enterprise agents event and unveiled several collaborations, calming investor fears that AI could significantly disrupt the software sector. The company also introduced updates to its Claude Cowork platform, allowing businesses to integrate the productivity tool with a range of enterprise applications, including Salesforce’s Slack, Intuit, DocuSign, LegalZoom, FactSet and Google’s Gmail.Anthropic added that organisations will be able to deploy customizable plugins tailored to functions ...

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。 ...

Core Insights - The announcement by AI startup Anthropic regarding its Claude tool's ability to streamline COBOL code has raised concerns about potential disruptions to established revenue streams for technology companies, leading to significant declines in tech stocks, including a 13% drop in IBM shares, marking its worst single-day selloff in about 25 years [1][11]. Market Performance - In the latest trading session, IT stocks experienced declines of up to 8%, with the Nifty IT index falling over 21% in February alone, its worst monthly performance since the 2008 global financial crisis [2][11]. - The Nifty IT index is now trading at an eight-year low relative to the Nifty 500, attracting the attention of contrarian investors seeking value [2][11]. Earnings and Growth Concerns - The IT sector has shown sustained underperformance, with earnings growth remaining in single digits or barely reaching double digits over the past 3, 5, and 10 years, attributed to commoditization of services, pricing pressure, and sluggish demand from key Western markets [5][11]. - The introduction of AI disruption could further weaken the earnings trajectory of the sector, raising concerns about the sustainability of high dividend yields and attractive free cash flow yields [6][11]. Technical Analysis - The Nifty IT index has entered a bearish phase, confirmed by breaking below a crucial 10-month low of 30,918, indicating a structural trend reversal [8][11]. - Immediate support levels are identified at 29,961, with further support at 28,800 and 27,200 in case of deeper declines, while resistance levels are noted at 30,300 intraday and 31,300 on a closing basis [7][11]. Investment Strategy - Experts recommend a cautious approach, suggesting a wait-and-watch strategy due to the uncertainty surrounding AI-led disruptions and their impact on traditional IT services [9][11].

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 ...