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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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thehindubusinessline.com

economictimes.indiatimes.com

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thehindubusinessline.comStai leggendo1 mese 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.com1 mese 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·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.
martedì 28 luglio 2026·thehindubusinessline.com
South Korean market meltdown barely ruffles India; IT stocks steal the show
Indian markets remain resilient amid South Korea's downturn, with IT stocks surging as Nifty 50 closes nearly flat.

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

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

Sensex, Nifty open flat amid global tech rally; Financials surge, IT bleeds