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 ...

微软美股（MSFT.OQ）近一周股价呈现波动下行趋势。截至2月24日收盘，股价报386.14美元，单日上 涨0.43%，但近5日累计下跌2.48%，年初至今跌幅达19.97%。技术面显示，股价低于50日（460.94美 元）和200日（487.38美元）均线，RSI接近32.4，处于超卖边缘，短期关键支撑位在395-400美元区间。 资金流向方面，软件服务板块2月24日小幅上涨0.61%，但微软近期受市场对AI资本开支和Azure增速放 缓的担忧压制，整体表现弱于纳指（近五日涨1.08%）。 经济观察网 微软近一周在AI领域有多项动态引发市场关注，同时其股价呈现波动下行趋势，机构对其 AI商业化前景存在分歧。 近期事件 近一周，微软在AI领域有多项动态引发市场关注。2月20日，微软宣布将xAI开发的Grok 4.1 Fast模型纳 入Azure AI平台，以增强模型多样性和实时应用能力，标志着其进一步拓展第三方模型合作生态。同 日，微软启动大规模营销活动，将2026年宣称为"AI PC爆发元年"，并重点推广Windows 11 AI+ PC的 Recall功能（端侧AI截图检索功能）及Copilot生产力工具 ...

Midday trading on Tuesday, February 24, 2026, shows a resilient U.S. stock market attempting to claw back territory after a volatile start to the week. Investors are currently balancing a mix of better-than-expected economic data, massive corporate deals in the artificial intelligence sector, and the anticipation of high-stakes political and financial events scheduled for the next 24 hours.Midday Market PerformanceAs of midday, the Dow Jones Industrial Average (DIA) is leading the charge, climbing 278.28 po ...

以上内容基于公开资料整理，不构成投资建议。 经济观察网 声网（API.O）近一周股价波动显著，与AI板块热度相关，但受大盘及板块拖累。近期AI行 业热点持续发酵，或为声网业务带来潜在机遇。 近期事件近一周AI行业热点持续发酵，可能间接影响声网业务前景。例如，春节期间（2月16日-21日） 互联网巨头加码AI应用入口争夺，字节跳动豆包、腾讯元宝等通过红包活动拉动用户互动超19亿次， 凸显AI应用规模化落地趋势；同时，谷歌于2月22日发布Gemini 3.1 Pro模型，推理性能提升超一倍，或 推动实时音视频与AI融合场景需求。这些事件可能为声网的对话式AI业务带来潜在机遇。 股票近期走势根据内部数据库，声网（API.O）在近一周（2026年2月17日至2月23日）的股价波动较为 显著。2月17日股价单日上涨4.36%，收盘价报4.79美元，成交量放大至61.92万股，可能受AI行业情绪 提振；但随后几个交易日出现回调，截至2月23日最新价为4.56美元，较2月17日区间跌幅为0.65%，区 间振幅达14.38%。整体来看，股价短期波动与AI板块热度相关，但受大盘疲软（纳斯达克指数近五日 涨0.87%）和软件服务 ...

关于Moneta Mark 背景 INCH CHE HEL IONETA ALA 新体验 Taxi,中制度的财富基标 -12 H 本藏交流城 SFFE2030可持续金融论坛 政策下的 全球货币与黄4 5月17日 | 广州 TA 使灌 赞助商 媒体支持 24K99 I-XIE 投 资 英 Moneta集团成立于2012年，2018年推出 a r 门提供 1 9 资 资 香 : 图白 示准的 24/7全 资源, 我们的 人而成为世界 1 Moneta Markets亿汇观察到，当前市场的担忧主要集中在人工智能工具可能替代部分人力岗位，从而冲击以劳动力密集为特征的商业模式。资本市场此前的 波动，也与投资者对行业盈利结构重估有关。然而，从企业数字化转型的实际需求来看，人工智能并不仅仅意味着简单的任务自动化，更重要的是推动企业 向"自主化运营"升级。这一转型过程往往需要服务商深度参与系统重构、流程优化与数据治理，服务内容更复杂，附加值更高。 在此背景下，技能结构的变化成为行业焦点。企业对模型训练、数据整理以及合规治理等领域的人才需求显著提升。根据World Economic Forum的相关预 测，人工智能将在全球范围 ...

Core Insights - Wipro's CTO views AI as a significant opportunity for the software services industry, expecting it to enhance demand rather than threaten the outsourcing model [1] - The IT sector, valued at $283 billion, is currently facing market selloff due to fears that AI could disrupt traditional labor-intensive operations [1] - AI is anticipated to create 170 million jobs globally while displacing approximately 92 million, indicating a net positive impact on employment [1] Industry Perspective - The current focus on task automation is seen as too narrow; the shift towards "autonomous enterprises" will require deeper collaboration between IT service providers and clients [1] - Wipro emphasizes the need for "AI literate" engineers, countering predictions of a hollowing out of the traditional staffing pyramid in the industry [1] - The transition to autonomous enterprises is expected to shape technology spending for the next decade, with AI being a dominant force in driving business [1]

Core Insights - Wipro anticipates that rapid AI adoption will enhance demand for software service providers, countering fears that AI could disrupt the outsourcing model [1] - The company views AI as a significant opportunity, comparable to the discovery of electricity or the internet, emphasizing the need for a broader perspective beyond just task automation [2] Industry Outlook - The global IT sector is projected to see the creation of 170 million jobs due to AI, while approximately 92 million jobs may be disrupted, indicating a net positive impact on employment [3] - Demand for skills in model training, data curation, and responsible AI is expected to rise within India's IT sector, highlighting the importance of AI literacy among engineers [3][4] Future Trends - Wipro believes that AI will expand the responsibilities of service providers rather than diminish them, similar to the impact of cloud computing [3] - The transition to "autonomous enterprises" is anticipated to shape technology spending over the next decade, requiring deep collaboration between IT services companies and their clients [4][5]

Epam (EPAM) reported $1.41 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 12.8%. EPS of $3.26 for the same period compares to $2.84 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.39 billion, representing a surprise of +1.08%. The company delivered an EPS surprise of +3.17%, with the consensus EPS estimate being $3.16.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how th ...

We recently published 17 Stocks Jim Cramer Talked About.  CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks that Jim Cramer talked about. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a cybersecurity software services provider. The shares are down by 5.7% over the past year and by 5.3% year-to-date. Investment bank HSBC was out with a major upgrade for the firm in mid-February. It upgraded the stock to Buy from Hold and set a $446 share price target. The bank commented that CrowdStrike Holdings, ...

Core Insights - Infosys, India's No.2 software-services exporter, reported that artificial intelligence services contributed 5.5% to its revenue in the December quarter, marking the first time the company has disclosed its AI business performance [1] - The Indian IT industry, valued at $283 billion, is facing investor concerns regarding AI's potential to disrupt traditional outsourcing models [1] Company Performance - Infosys achieved third-quarter revenue of 454.79 billion rupees ($5.01 billion) [4] - The company is actively engaged in 4,600 AI projects and has developed over 500 AI agents, indicating a robust growth in its AI offerings [2] Industry Context - The software-services sector in India has recently faced scrutiny, with IT stocks experiencing their worst week in over 10 months due to concerns about AI tools accelerating disruption, resulting in a loss of approximately $40 billion in market capitalization in February [3] - Infosys announced a collaboration with Anthropic to establish a dedicated center for building and deploying AI agents, initially focusing on telecom and later expanding into financial services, manufacturing, and software development [4] Events - India is currently hosting the AI Impact Summit in New Delhi from February 16-20, showcasing the country's technology ambitions [5]