Group 1 - Short sellers have increased their positions against North American IT stocks in January, indicating a bearish sentiment in the market [6] - Companies are preparing to invest record amounts in 2026 to scale their AI operations, which may influence market dynamics [6]

IBM, known as Big Blue, has become the latest US tech giant to be suffering from AI jitters - Stan Honda/AFP via Getty Images Deep inside the server rooms of hundreds of the world’s biggest businesses, mainframe computers built by International Business Machines (IBM) hum and whirr. IBM is ancient by US technology standards, founded more than a century ago. But its chunky computers form the backbone of banks, airlines, card payments and more. Founded in 1911, it first manufactured early “punch-card” tab ...

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 ...

Investment Rating - The report suggests a positive outlook for Indonesia's trade integration efforts, indicating potential GDP gains through structural reforms and trade liberalization, aiming for high-income status by 2045 [5][12]. Core Insights - Indonesia is pursuing greater trade openness to leverage external demand for economic growth, with a focus on reducing non-tariff barriers and implementing structural reforms to enhance trade integration [5][12]. - The analysis indicates that significant GDP gains can be achieved through unilateral actions to reduce non-tariff barriers, complemented by trade agreements with major partners [5][12]. - Structural reforms in human capital and logistics are essential to further enhance trade integration and reduce trade costs, thereby broadening Indonesia's comparative advantages across sectors [5][12]. Summary by Sections A. Key Policies and Structural Factors Affecting Trade - Indonesia's average tariffs on manufactured goods have declined, but non-tariff barriers remain elevated compared to regional peers, indicating room for further reductions [18][19]. - The impact of non-tariff barriers on trade is substantial, with potential GDP increases of 5% from removing major NTBs [19]. B. Model and Scenario Description - A quantitative trade model is used to assess the implications of deeper trade integration, focusing on reducing non-tariff barriers and enhancing logistics and human capital [33][36]. C. Main Results - The ambitious trade integration scenario could boost Indonesia's real GDP by 4.1% in the medium to long term, primarily through lower non-tariff barriers and improved access to intermediate goods [41][42]. - Unilateral reductions in non-tariff barriers can benefit many sectors, leading to overall GDP increases despite some sectoral reallocations [43][46]. D. Exploiting Complementarities between Trade Integration and Other Structural Reforms - Structural reforms are crucial for achieving high-income status, with key areas including logistics, governance, and human capital development [53][54]. - Trade liberalization can support the development of new comparative advantages, particularly in GVC-linked sectors and modern services [53][54].

RT War for the West (@War4theWest)This is what many IT teams in 'America' look like today. It's common to walk the floors of American companies and see 75% or more of the team be Indian.You are asked to believe this is just 'coincidence'. That there is nothing fraudulent or exploitative going on.Worse? You are told that there isn't enough American talent to fill these jobs!!! Think about how crazy that is. America and Americans INVENTED the modern IT/Tech world in large part (some immigrants and foreigners ...

Just as the world's largest AI Summit concludes in New Delhi, should you invest in IT and AI? Here's where experts suggest you should invest 1 million rupees right now https://t.co/Kag6AK0iyj ...

Investment Rating - The report does not explicitly provide an investment rating for the industry analyzed Core Insights - The report highlights that digital skills command substantial wage premiums globally, particularly in low- and middle-income countries where such competencies are scarce. Requiring at least one digital skill raises advertised wages by an average of 1.6%, with returns of 1.3% in high-income countries and 7.5% in low- and middle-income countries. Each additional digital skill increases wages by 0.5% in high-income countries and 2.6% in low- and middle-income countries. Advanced skills yield even higher premiums, with traditional AI skills offering returns of 2.9% across all countries, and generative AI skills demonstrating the highest premiums, reflecting their productivity potential and current scarcity [5][15][18]. Summary by Sections Introduction - The report discusses the transformative impact of digital technologies on labor markets and the increasing demand for digital skills, emphasizing the need to reassess which digital competencies remain economically valuable as basic skills may no longer suffice [11][12]. Data and Methodology - The analysis utilizes a dataset of over 67 million online job postings from 29 countries between 2021 and 2024, allowing for a detailed examination of wage returns to digital skills across various dimensions [14][31]. Findings - Jobs requiring digital skills are associated with significantly higher advertised wages, with a wage premium of 1.6% for requiring at least one digital skill. The premium is notably higher in low- and middle-income countries, reaching 7.5% [15][57]. - Each additional digital skill correlates with a 0.5% wage increase globally, and 2.6% in low- and middle-income countries, indicating a strong demand for digital competencies [60]. - Returns vary by skill type, with traditional AI skills yielding a 3% wage increase per skill, while generative AI skills command premiums of 7%–9% in technical roles and 25%–36% in non-technical roles [18][19]. Conclusion - The findings underscore the critical importance of digital skills for individual earnings and economic development, particularly in low- and middle-income countries, highlighting the need for targeted training and education to bridge the digital skills gap [5][19].

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As AI jitters rattle IT stocks, Infosys partners with Anthropic to build ‘enterprise-grade’ AI agents https://t.co/XEAwDvPu3C ...

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