Infosys (INFY) News

Indian Equities Fall on Thursday as IT Selloff Drags Benchmarks Lower

MT Newswires18:41

Infosys collaborates with Exxon Mobil.

Gelonghui, February 12 | Infosys: Partnering with Exxon Mobil (XOM.US) to advance immersion cooling technology for building sustainable artificial intelligence infrastructure.

Gelonghui Finance18:06

The AI impact 'epicenter' strikes as Indian IT stocks collapse. Is India's export engine about to stall?

Impacted by AI automation tools such as Anthropic, Indian IT stocks plummeted over 4% to a four-month low on Thursday, with industry leaders like Tata Consultancy Services experiencing significant declines. Concerns over AI-driven business substitution, compounded by diminishing expectations of U.S. interest rate cuts, have led to a substantial erosion in market capitalization. Despite favorable policies and corporate transformation efforts, the traditional labor-intensive model is encountering fundamental challenges, plunging market confidence into crisis.

wallstreetcn13:49

Which assets will benefit or be adversely affected by Openclaw's Agentic economy?

Author: Changan I Biteye Content Team. The previous AI was like an intern who only talked the talk, but today’s OpenClaw is akin to a seasoned expert who gets things done directly. In the past, if you asked AI how to book tickets, it would provide you with strategies; now, when you tell it “I’m going to Shanghai,” it helps you compare prices, place orders, and select seats. As demonstrated by Qwen's automatic food delivery ordering function, AI has begun delivering execution results across apps. This shift is quietly draining the revenue streams of many companies, leading to declines in their valuations. This article will conduct an in-depth analysis of this productivity transformation from several dimensions, exploring the resulting asset repricing.

PANewsFeb 11 19:33

Indian Indices End Mixed on Wednesday as Investor Optimism on US-India Trade Deal Fades

MT NewswiresFeb 11 18:48

AI Will Replace 'IT Outsourcing Factories' Rather Than SaaS Services

Software companies fall into two categories: human tools rendered obsolete by AI, and machine pipelines that generate revenue through AI.

ForesightFeb 10 18:31

Ken Fisher's Strategic Moves: IShares 7-10 Year Treasury Bond ETF Takes Center Stage

Yahoo FinanceFeb 10 03:00

India and Brazil Are the Anti-AI Trade. Why Their Markets Are Ready to Shine. -- Barrons.com

Barron'sFeb 6 16:30

AI-related fears hammer software stocks: Is it an 'illogical' panic, or does it signal the end of SaaS?

Some analysts believe that companies will not completely overturn hundreds of billions of dollars in prior software infrastructure investments to migrate to companies like Anthropic and OpenAI. Large enterprises have spent decades accumulating trillions of data points, which are now deeply embedded in their software infrastructure. Meanwhile, other analysts foresee more lasting pressures, with sell-offs reflecting concerns that AI may compress profit margins and limit the pricing power of software companies.

wallstreetcnFeb 6 15:36

Indian IT Stocks Set for Worst Week in Four Months as AI Jitters Deepen

Yahoo FinanceFeb 6 12:14

Software Ate the World. Now, Wall Street Is Worried AI Will Eat Software.

MarketWatchFeb 5 16:21

Trillions in Tech Stocks 'Massacre': AI Shockwave Spares No Stock

Since the advent of ChatGPT three years ago, there have been frequent sell-offs in AI-related assets, but this week witnessed an unprecedented plunge in both stocks and bonds. In just two days, the market value of equities, bonds, and loans of companies big and small in Silicon Valley evaporated by hundreds of billions of dollars, with a software stock ETF losing nearly one trillion yuan in seven days. This sharp decline was not driven by fears of a bubble, but rather by the market’s conviction that AI is on the verge of disrupting business models.

Golden10 DataFeb 5 09:43

Software Ate the World. Now, Wall Street Is -2-

MarketWatchFeb 5 06:02

Nasdaq Extends Decline; AMD Sinks After Earnings -- WSJ

WSJFeb 5 05:13

Dow Opens Higher; Software Jitters Reverberate -- WSJ

WSJFeb 4 22:51

Investors Were Braced for an AI Fallout - Just Not This One, Popular Strategist Says.

MarketWatchFeb 4 20:24

Software Jitters Rattle Global Markets -- WSJ

WSJFeb 4 20:02

As software stocks plummeted, Jensen Huang rebutted the 'AI replacement' theory: 'This is the most illogical thing in the world.'

NVIDIA CEO Jensen Huang explicitly refuted the notion that 'AI will replace software tools,' calling it 'highly illogical.' He emphasized that, whether human or AI, the core lies in 'using tools' rather than 'reinventing tools,' and urged businesses to focus on core processes while actively deploying AI. Recently, the release of a legal automation tool by AI startup Anthropic triggered panic selling across global software stocks, with markets fearing that AI could disrupt traditional software business models.

wallstreetcnFeb 4 19:46

Indian Software Stocks Fall on AI-Related Anxiety; Sensex Edges Higher -- Market Talk

WSJFeb 4 19:12

India's Stocks Edge Higher on Wednesday as Tech Sell-Off Offsets Broader Support

MT NewswiresFeb 4 18:44