Company Overview - Khaveen Investments is a global Investment Advisory Firm focused on serving the investment needs of high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the Securities Exchange Commission (SEC) [1] - It offers a range of services including market and security research, business valuation, and wealth management [1] Investment Strategy - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, utilizing three core strategies: global macro, fundamental, and quantitative [1] Core Expertise - The firm specializes in disruptive technologies that are transforming modern industries, including Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

今日市场总体冲高回落，三大指数午后快速跳水，消息面上，融资保证金最低比例从80%提高至 100%，交易所表示有助于适当降低杠杆水平，促进市场长期稳定健康发展。 值得关注的是，今日市场成交额继续放量，全天成交超3.9万亿，续刷历史新高，较上个交易日放量近 3000亿。东方证券认为，现阶段市场量价配合理想，预计春节前仍会延续这种交投活跃格局。 盘面上，AI应用端再度走强，电商、营销、医疗等方向涨幅居前，美年健康、值得买、浙文互联等多 股涨停；半导体芯片产业链震荡走高，龙芯中科、圣晖集成涨停或涨超10%；商业航天概念震荡反弹， 三维通信、海格通信等十余股涨停；光伏板块再度拉升，帝科股份、国晟科技涨停或涨超10%。下跌方 面，人形机器人、银行、保险等板块飘绿。 从个股看，两市上涨2747家，下跌2592家，131家涨幅持平。两市共111股涨停，共20股跌停。 截至收盘，沪指跌0.31%报4126.09点，成交16071亿元；深成指涨0.56%报14248.60点，成交23344亿 元。创业板指上涨0.82%，报3349.14点。 资金动向 今日主力资金重点抢筹IT服务、软件开发、证券等板块，主力净流入居前的个股包括山 ...

SynopsisMutual funds injected Rs 38,900 crore into Indian equities in December, actively managing portfolios by adding and exiting stocks across large, mid, and small-cap segments. Key additions included ICICI Bank and HDFC Bank, while Infosys and State Bank of India saw significant sales. The report highlights consistent buying in certain large-cap stocks and specific mid and small-cap companies. ...

Core Insights - Tata Consultancy Services (TCS) has announced a strategic collaboration with AMD to enhance AI adoption in enterprises, modernize legacy systems, and create secure digital workplaces [1][2] Group 1: Collaboration Details - The partnership will focus on co-developing industry-specific AI and GenAI solutions by leveraging TCS's domain expertise and AMD's high-performance computing capabilities [2] - TCS and AMD will invest in talent development to create a pool of experts for next-generation AI solutions, with frameworks tailored for sectors like life sciences, manufacturing, and BFSI [2] - The collaboration aims to deliver accelerators and best practices to improve AI performance in both training and inference workloads [2] Group 2: Leadership Statements - Dr. Lisa Su, CEO of AMD, emphasized the need for high-performance computing and collaboration to unlock AI's potential across industries [3] - K. Krithivasan, CEO of TCS, highlighted the partnership as a significant step in scaling AI for enterprises, moving from experimentation to deployment [3] Group 3: Technological Integration - TCS will integrate AMD's Ryzen™ CPUs and EPYC™ CPUs, along with Instinct™ GPUs, to modernize hybrid cloud and high-performance computing environments [3][4] - The collaboration will also utilize AMD's embedded computing portfolio to drive edge innovation and industrial digitalization [3] Group 4: Company Background - TCS has a workforce of 590,000 across 55 countries and generated over US $30 billion in revenue for the fiscal year ending March 31, 2025 [7][8] - The company has a long history of innovation and has maintained partnerships with clients through various technology cycles since its inception in 1968 [6][7]

Core Insights - Tata Consultancy Services (TCS) has announced a strategic collaboration with AMD to enhance AI adoption in enterprises, modernize legacy systems, and create secure digital workplaces [1][2] Group 1: Collaboration Details - The partnership will focus on co-developing industry-specific AI and GenAI solutions by leveraging TCS's domain expertise and AMD's high-performance computing capabilities [2] - TCS and AMD will invest in talent development to create a pool of experts for next-generation AI solutions, with frameworks tailored for sectors like life sciences, manufacturing, and BFSI [2] - The collaboration aims to deliver accelerators and best practices to improve AI performance in both training and inference workloads [2] Group 2: Leadership Statements - Dr. Lisa Su, CEO of AMD, emphasized the need for high-performance computing and collaboration to unlock AI's potential across industries [3] - K. Krithivasan, CEO of TCS, highlighted the partnership as a significant step in scaling AI for enterprises, moving from experimentation to deployment [3] Group 3: Technological Integration - TCS will integrate AMD's Ryzen™ CPUs and EPYC™ CPUs, along with Instinct™ GPUs, to modernize hybrid cloud and high-performance computing environments [3][4] - The collaboration will utilize AMD's embedded computing portfolio to drive edge innovation and industrial digitalization [3][4] Group 4: Company Background - TCS has a workforce of 590,000 across 55 countries and has generated over US $30 billion in revenue for the fiscal year ending March 31, 2025 [7][8] - The company has a long history of innovation and has maintained partnerships with clients through various technology cycles since its inception in 1968 [6][7]

Core Insights - FPT has been recognized as a Major Contender in the Everest Group Digital Transformation Services for Mid-market Enterprises PEAK Matrix® Assessment 2025 [1] - The assessment evaluates 24 global providers of digital transformation services specifically targeting mid-market enterprises [1] - Providers are categorized into Leaders, Major Contenders, Aspirants, and Star Performers based on their market impact, vision, and capabilities [1]

Unisys (NYSE:UIS) FY Conference January 13, 2026 03:45 PM ET Company ParticipantsMike Thomson - CEO and PresidentConference Call ParticipantsNone - AnalystMike ThomsonAgain. Again, the segment being ECS, L&S being the ClearPath product, I think you should expect to see continuing margins at the rate that I'm indicating. That 70% is what it's been and what it will continue to be. The oscillation there is really dependent on how much hardware is in any type of renewal cycle. There is a hardware component. If ...

As enterprises are faced with increasing technical complexity and impending deadlines to migrate their operations to the cloud, DXC offers a seamless end-to-end approach to modernization backed by deep SAP expertise and proprietary tools. Through custom offerings like DXC Complete, DXC's Managed Service Provider (MSP) offering, which can be implemented across platforms, DXC enables seamless migrations, business process optimization, application management, and continuous improvement of SAP workloads. As a R ...

Equity benchmark indices Sensex and Nifty ended lower on Tuesday after a day's breather, tracking unabated foreign fund outflows and selling in blue-chip stocks amid global tariff-related concerns.Photograph: Shailesh Andrade/ReutersMarket sentiment was also sluggish due to a weak start to the earnings season, according to traders.In a volatile trade, the 30-share BSE Sensex dropped 250.48 points, or 0.30 per cent, to settle at 83,627.69.During the day, it declined 615.38 points, or 0.73 per cent, to 83,262 ...

Financial Performance - Tata Consultancy Services (TCS) reported revenue of $7.50 billion for Q3 FY25, a slight decrease from $7.53 billion in the same period last year, reflecting a 0.6% increase from the previous quarter and a sequential growth of 0.8% in constant currency [1] - Net income for the quarter stood at $1.5 billion, marking a 3.1% year-over-year increase, with net margin improving by 40 basis points to 20.0% [1] AI Services Growth - AI services have been a significant growth driver for TCS, with annualized revenue reaching $1.8 billion, representing a 17.3% increase quarter-over-quarter in constant currency [2] - The operating margin for AI services remained stable at 25.2%, and cash flow from operations was robust at 130.4% of net income [2] Strategic Initiatives - TCS CEO K Krithivasan emphasized the company's ambition to become the world's largest AI-led technology services company, guided by a comprehensive five-pillar strategy [3] - TCS partnered with TPG to enhance its AI data center business, HyperVault, aiming to build AI-ready infrastructure exceeding a gigawatt in capacity [3] Acquisitions and Partnerships - TCS announced the acquisition of Coastal Cloud, a Salesforce Summit partner, for $700 million to bolster its Salesforce consulting capabilities [4] - The company expanded its partnership with Google Cloud by adopting the Gemini Enterprise AI platform to develop advanced AI solutions [4] - TCS has extended collaboration with ABB to modernize global hosting operations and strengthen digital infrastructure [5] - TCS was selected by the NHS Supply Chain for application development support and maintenance of core business systems over a five-year period [5] - Additional partnerships include agreements with Aviva, Canada Life, Cathay, and a leading North American semiconductor company, focusing on transforming IT operations and enhancing customer experiences [6] AI Acceleration - TCS executive director Aarthi Subramanian noted continued AI acceleration, helping customers identify valuable AI opportunities through Innovation Days and deploying solutions faster with Rapid Builds [7]