Market Overview - Equity benchmark indices Sensex and Nifty experienced gains in early trade, driven by a global market rally and increasing expectations of a US Federal Reserve interest rate cut next week [1][3] - The BSE Sensex rose by 287.93 points to reach 81,836.66, while the NSE Nifty increased by 84.25 points to 25,089.75 [1] Company Performance - Infosys saw a 1.50% increase after announcing its largest-ever share buyback program valued at ₹18,000 crore [1] - Other gainers included Tata Motors, Maruti, Mahindra & Mahindra, Axis Bank, and Larsen & Toubro, while Hindustan Unilever, HDFC Bank, State Bank of India, and Titan were among the laggards [2] Investment Sentiment - The global stock markets are showing resilience, bolstered by new records in the US market, with bullish sentiments driven by anticipated rate cuts from the Fed [3] - A significant rise in demand for consumer durables, particularly automobiles, is expected to dominate economic news post-September 22nd, providing positive sentiment to the market [3][4] Institutional Activity - Foreign institutional investors (FIIs) sold equities worth ₹3,472.37 crore, while domestic institutional investors (DIIs) purchased stocks worth ₹4,045.54 crore [4] Oil Market - The global oil benchmark Brent crude decreased by 0.87% to $65.79 per barrel [4]

Core Insights - Kyndryl and VML have formed a partnership to enhance customer engagement through AI, data, and emerging technologies, aiming to create personalized experiences for brands [1][2][3] - The collaboration seeks to streamline the transformation of customer experiences by integrating Kyndryl's technology services with VML's creative solutions, addressing the evolving expectations of customers [2][3] Company Overview - Kyndryl is a leading provider of mission-critical enterprise technology services, operating in over 60 countries and focusing on IT infrastructure and data management [6] - VML is recognized for its innovative digital transformation services, working with major brands and celebrated for its award-winning campaigns [7] Partnership Details - The partnership combines Kyndryl's advisory and design services with VML's experience transformation expertise, enabling brands to unlock new ideas and improve customer interactions [2][3] - Kyndryl's AI-powered platform, Kyndryl Bridge, and VML's WPP Open operating system will facilitate real-time data utilization for enhanced customer experiences [2][3] Industry Challenges - Companies face challenges in integrating enterprise data and ensuring security while trying to leverage AI for personalized customer experiences [5] - The partnership aims to address these challenges by deploying expert teams to support businesses in navigating complex technology ecosystems [3][5] Use Cases - In financial services, the partnership will explore AI agents to enhance customer intelligence and personalized banking experiences [5] - In retail, Kyndryl and VML will assist brands in utilizing customer data for tailored engagements and improving security across omnichannel commerce [5]

Core Viewpoint - Infosys has announced its largest-ever share buyback, intending to repurchase approximately 10 crore shares, which represents 2.41% of its total equity, with a total buyback size of Rs 18,000 crore at a price of Rs 1,800 per share, aimed at returning value to shareholders [1][2][6] Group 1: Buyback Details - The buyback will be conducted through a tender offer, allowing shareholders to sell their shares at a fixed premium price, which is 19% higher than the closing price prior to the announcement [3][6][10] - The record date for the buyback will be announced later by the company [3][10] Group 2: Financial Implications - Analysts believe the buyback will enhance key financial metrics such as earnings per share (EPS) and return on equity (ROE), and is considered more tax-efficient compared to dividends [5][10] - Historically, Infosys' buybacks have resulted in share price appreciation over a 3- to 6-month period following the announcement, although short-term volatility may occur [6][10] Group 3: Market Context - Infosys' stock has seen a decline of nearly 20% this year, attributed to investor concerns regarding the company's growth amid a weak demand environment [6][10] - The company has guided for modest growth of 1–3% in constant currency terms for the current fiscal year, reflecting a subdued outlook influenced by global macroeconomic factors [7][10] Group 4: Strategic Partnerships - Infosys has entered into a decade-long strategic partnership with HanesBrands Inc. to support its digital transformation initiatives, utilizing proprietary platforms to enhance operational efficiency and data value [8][9]

Group 1 - IBM is recognized as one of the best IT stocks to invest in according to hedge funds, launching a new brand campaign titled "Let's create smarter business" to emphasize its focus on AI, hybrid cloud, and quantum technologies for enhancing business productivity and agility [1][3] - The multi-platform campaign, developed by IBM's Brand Marketing team and Ogilvy, aims to address the challenges faced by business leaders in implementing real-world AI solutions beyond experimental pilots, featuring new broadcast advertisements filmed by Adam Heshemi with a voiceover by Lewis Hamilton [2] - IBM has recently redesigned the Scuderia Ferrari mobile app using AI and data technologies to improve the digital fan experience, showcasing its integrated solutions and services across various segments including Software, Consulting, Infrastructure, and Financing [3]

Group 1 - Parsons Corporation has secured an $81 million C5ISR radar contract from the US Army Combat Capabilities Development Command/DEVCOM [1][2] - The contract includes a 12-month base period of performance and four 12-month option periods, focusing on radar engineering solutions for the Army's C5ISR division [2] - The project aims to enhance Army aerial and ground radar capabilities through advanced radio frequency technologies and artificial intelligence integration [3] Group 2 - Parsons Corporation operates in the defense, intelligence, and critical infrastructure markets, providing integrated solutions and services [4]

Core Insights - The UK government has partnered with major technology companies to train 7.5 million workers in essential AI skills, aiming to position the UK as a global leader in AI [3][4] - A significant skills gap exists in AI, with over three-quarters of companies reporting a shortage, and the skills requirements in AI sectors changing 66% faster than in other sectors [6][12] - Continuous learning and upskilling are essential due to the rapid evolution of AI technologies, with a focus on specific business outcomes being crucial for successful training initiatives [10][22][24] Group 1: Government Initiatives - The UK government has launched a £187 million ($253 million) program called TechFirst to provide AI skills training across various demographics [2] - Microsoft has committed to upskilling one million workers by the end of 2025 as part of this initiative [2] - The partnership includes major tech firms like Amazon, Google, and IBM, emphasizing a collaborative approach to workforce development [3] Group 2: Skills and Training - AI literacy is difficult to define, but understanding the benefits and limitations of AI tools, particularly large-language models, is a key aspect [1][5] - Different training needs exist based on roles within organizations, with C-suite executives, average workers, and AI technologists requiring tailored training [8] - The need for ongoing training is highlighted, as AI technologies are rapidly evolving, necessitating a culture of lifelong learning [9][10] Group 3: Economic Impact - A study from Stanford University indicates a 16% reduction in entry-level jobs in AI-exposed sectors since the launch of ChatGPT, affecting younger job seekers [12] - The World Economic Forum predicts that AI will create 170 million new jobs by 2030 while also eliminating 92 million jobs, resulting in a net increase of 78 million jobs globally [14] - Concerns exist regarding the potential for increased youth unemployment if entry-level jobs are automated without adequate training and new opportunities [16][20] Group 4: Successful Upskilling Strategies - Successful AI upskilling initiatives focus on specific business outcomes rather than generic training, which has shown mixed results [22][24] - Companies that purchase external AI tools and automate back-end processes tend to drive revenue more effectively than those that build internal tools [21] - The importance of defining clear objectives for upskilling programs is emphasized to avoid falling into generic adoption practices [24]

Core Insights - Ueno Bank is pioneering the adoption of quantum-resistant cybersecurity in the financial sector, marking a significant advancement in protecting digital operations and customer data against emerging threats [2][4]. Company Overview - Ueno Bank is Paraguay's largest bank, serving over 2.2 million customers through a network of 70 branches and 1,100 ATMs, and has established itself as a leader in financial innovation since its inception in 2021 [6]. - The bank has introduced various digital services, including fully digital onboarding and a cashless payments network, demonstrating its commitment to financial inclusion and innovation [6]. Technology Implementation - Ueno Bank has implemented SignQuantum's quantum-resistant software to ensure the integrity and authenticity of digitally signed documents, protecting sensitive data from potential falsification [3][4]. - The technology utilizes QANplatform's quantum-resistant blockchain to securely upload document hashes with post-quantum signatures, enhancing cybersecurity measures [3][4]. Industry Impact - The collaboration between Ueno Bank, ITTI, and QANplatform is set to establish a new standard of cybersecurity in the financial sector, showcasing leadership and foresight in addressing cybersecurity risks posed by quantum computing [2][3]. - The initiative is expected to inspire other financial institutions in Latin America to adopt similar quantum-resistant technologies, thereby enhancing overall cybersecurity in the region [1][2].

India's No.2 IT services provider Infosys approved a share buyback worth 180 billion rupees ($2.04 billion), the company said on Thursday. ...

Media relations:Victoire GruxTel.: +33 6 04 52 16 55victoire.grux@capgemini.com Investor relations:Vincent BiraudTel.: +33 1 47 54 50 87vincent.biraud@capgemini.com Capgemini launches its twelfth Employee Share Ownership Plan Paris, September 11, 2025 – Capgemini announces the launch of its twelfth Employee Share Ownership Plan (ESOP). This new employee share ownership plan is offered to approximately 98% of the employees and is part of the Group’s policy to associate all employees with its development and ...

Economic Data Impact - Pre-market futures are up following the release of important economic data, including the Consumer Price Index (CPI) and Weekly Jobless Claims, indicating market participants are optimistic about equities [1] - The Dow is up by 158 points, S&P 500 by 19 points, and Nasdaq by 80 points, following all-time closing highs for both the S&P and Nasdaq [2] Job Market Insights - Initial Jobless Claims reached 263K, the highest in almost four years, significantly exceeding the expected 235K and the previous week's revised figure of 236K [4] - Continuing Claims have dropped below 1.94 million for the first time in nearly three months, currently at 1.939 million, suggesting potential upward movement in the coming weeks [6] Inflation Metrics - The August CPI report shows a headline increase of 0.4%, surpassing the anticipated 0.3% and doubling the previous month's 0.2% [7] - Year-over-year CPI stands at 2.9%, up 20 basis points from July, while Core CPI is at 3.1%, aligning with expectations and indicating inflation remains above the Fed's target of 2.0% [8] Federal Reserve Outlook - The likelihood of the Fed cutting interest rates at the upcoming FOMC meeting is high, with discussions centered on a potential cut of either 25 or 50 basis points [10] - If rate cuts occur as anticipated, interest rates could end 2025 between 3.25% and 3.50%, a significant shift from previous years [11]