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Why IT stocks are rising as AI chip stocks fall

Indian IT index surged 3%, outperforming Asian tech markets, as global chipmaker selloff intensified amid worries over the financial demands of the AI industry's rapid expansion.

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economictimes.indiatimes.com

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AI · summaries

newsbytesapp.comStai leggendo16 h fa

Why IT stocks are rising as AI chip stocks fall

BSE IT rose 3% as chipmakers fell on AI capex skepticism; India's IT sector, lacking AI pure-plays, stayed insulated. Market rotating from hardware toward software outsourcing—US IT services gain if Fed signals caution on rates Wednesday.

originale

economictimes.indiatimes.com19 h fa

TCS, Infosys, Coforge, other IT stocks rally up to 10% after Nvidia-led chip rout. Is AI trade ending?

Indian IT stocks rally 10% as Nvidia, SK Hynix, Samsung plunge, signaling doubts on AI ROI. Sentiment shift opens tactical upside for traditional outsourcing; Jefferies closes underweight, suggesting budget reallocation toward managed IT services over AI infrastructure.

Timeline cronologica

lunedì 27 luglio 2026·newsbytesapp.com
What's driving the rally in Indian IT stocks today
Infosys and TCS stocks rose 2-3% as easing US Fed rate-hike fears boosted tech shares, with the Nifty IT index gaining over 2% on reduced inflation concerns.
martedì 28 luglio 2026·economictimes.indiatimes.com
TCS, Infosys, Coforge, other IT stocks rally up to 10% after Nvidia-led chip rout. Is AI trade ending?
Indian IT stocks rallied on Tuesday, with TCS, Infosys, HCL Tech, Wipro, Coforge and Tech Mahindra gaining despite a global sell-off in AI-linked stocks. Investors tracked the…

Why IT stocks are rising as AI chip stocks fall

TCS, Infosys, Coforge, other IT stocks rally up to 10% after Nvidia-led chip rout. Is AI trade ending?

Timeline cronologica

What's driving the rally in Indian IT stocks today

TCS, Infosys, Coforge, other IT stocks rally up to 10% after Nvidia-led chip rout. Is AI trade ending?

Why IT stocks are rising as AI chip stocks fall

Indian IT stocks buck global tech slump, climb on earnings beat and AI optimism