Synopsis: India is entering a massive new phase of digital infrastructure growth as companies quietly plan gigawatt-scale data centre campuses to meet surging AI, cloud and data demand. This build-out could reshape the country’s tech backbone and trigger a long...
Synopsis: Tata Consultancy Services Ltd partners with OpenAI to expand enterprise AI and infrastructure, boosting innovation and India’s global AI hub ambitions under the Tata Group. Tata Consultancy Services Ltd, a global IT services leader, that delivers consulting,...
Synopsis: Oracle Financial Services Software consistently earns much higher margins than TCS and Infosys because it is a product-led business built around standardised banking platforms. Deep customer lock-in, predictable recurring revenue, limited customisation, and...
Synopsis: A hypothetical merger between TCS and Infosys would create an unparalleled IT powerhouse with combined revenues of Rs. 4,18,314 crore, net profits of Rs. 75,547 crore, and unmatched global scale. While it could dominate AI, cloud, and digital transformation,...
India’s leading software services companies have sharply increased their acquisition activity in 2025 after a two-year slowdown. The renewed pace of dealmaking comes as large IT firms look to bolster capabilities in areas that are seeing strong global demand,...
Synopsis: The H-1B visa fee has escalated to more than 6,500%, leading to a short-term decline in Indian IT stocks. Companies such as TCS, Infosys, and HCL Tech are likely to remain stable as the sector is expected to be resilient due to the increased number of local...
India’s IT sector is a global leader, contributing 18 percent to worldwide IT outsourcing with exports projected at $210 billion in FY25. Domestic IT spending is expected to grow 11.1 percent to $161.5 billion, driven by AI adoption, cloudification, and...
The Indian information technology (IT) sector, long regarded as a pillar of the country’s economic growth, has suffered substantial headwinds in the last two years. This industry, which comprises software services, business process outsourcing, and hardware...
The Indian information technology (IT) sector, long regarded as a pillar of the country’s economic growth, has suffered substantial headwinds in the last two years. This industry comprises software services, business process outsourcing, and hardware...
Top Stocks Under Rs 3500: Stocks like MRF often make it hard for retail investors to buy them. This is because one would have to shell out upwards of Rs. 80,000 to buy one share. However, the good news for investors is that there is no shortage of great companies that...
