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Chip fears drag markets lower; IT stocks buck the trend

Global semiconductor sell-off drags markets down, while Indian IT stocks like TCS and Infosys show resilience amid the trend.

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economictimes.indiatimes.com

thehindubusinessline.com

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thehindubusinessline.comStai leggendo12 h fa

Chip fears drag markets lower; IT stocks buck the trend

China's CXMT IPO surged 500% to $540B, sparking global chip sell-off (Nvidia -5%, Samsung -8%, SK Hynix -10%) amid fears Chinese memory will reach Apple faster. Memory supply chain risk now critical for stack planning and next-gen product timelines.

originale

economictimes.indiatimes.com5 h fa

Market wrap: TCS, Eternal, HUL, BEL among top gainers and losers on Nifty and Sensex on Tuesday

Indian markets declined Tuesday (Sensex -70, Nifty 50 -11), but IT stocks outperformed on attractive valuations, supported by India's relative advantage in revised US tariff framework. The IT strength amid broader caution signals India remains a resilient tech investment destination despite global rate uncertainty before Fed/BoE/BoJ meetings.

Timeline cronologica

martedì 28 luglio 2026·economictimes.indiatimes.com
Sensex trades flat, Nifty near 24,000 ahead of US Fed meet; IT pack shines
Benchmark indices Sensex and Nifty traded largely flat on Tuesday. IT stocks advanced, led by Infosys, while broader markets showed mixed performance. Investors weighed global…
martedì 28 luglio 2026·thehindubusinessline.com
Chip fears drag markets lower; IT stocks buck the trend
Global semiconductor sell-off drags markets down, while Indian IT stocks like TCS and Infosys show resilience amid the trend.

Chip fears drag markets lower; IT stocks buck the trend

Market wrap: TCS, Eternal, HUL, BEL among top gainers and losers on Nifty and Sensex on Tuesday

Timeline cronologica

Sensex trades flat, Nifty near 24,000 ahead of US Fed meet; IT pack shines

Chip fears drag markets lower; IT stocks buck the trend

South Korean market meltdown barely ruffles India; IT stocks steal the show

Market wrap: TCS, Eternal, HUL, BEL among top gainers and losers on Nifty and Sensex on Tuesday