Infosys shares rose on Tuesday after the IT major announced a strategic partnership with AI firm Anthropic to build enterprise-ready AI solutions. The collaboration will integrate Claude models with Infosys Topaz to automate workflows, boost software development and scale AI adoption across sectors, lifting investor sentiment and the stock price.Read More

US tech giants are facing a sharp valuation reset in 2026 as investors question whether massive AI spending can deliver adequate returns. Stocks like Microsoft, Amazon, Nvidia and Alphabet have fallen, while firms with stronger earnings visibility, such as TSMC and Samsung, have gained, signalling a shift in market sentiment.Read More

Information technology stocks rebounded after a steep two-week selloff, with Infosys, TCS and Wipro rising up to 3%. Investor concerns over AI-driven disruption eased slightly, even as brokerages warned that advances in agentic AI could challenge traditional IT services models. Analysts, however, see scope for business-model evolution and selective opportunities.Read More

Global markets are experiencing turbulence as investors weigh the immense potential of AI against the massive costs of its development. While AI’s disruptive power across industries is undeniable, the timeline for significant returns on colossal investments remains uncertain. This duality is fueling market volatility, prompting a cautious approach as the AI revolution unfolds.Read More

New RBI regulations will significantly alter how banks sell financial products, fund acquisitions, and lend to market intermediaries. Former SBI Chairman Dinesh Kumar Khara believes these moves, particularly stricter mis-selling norms and revised M&A financing rules, aim to enhance customer trust and domestic market development.Read More

On February 16, four stocks from the Nifty200 universe entered the RSI Trending Up scan after gaining over 3%, based on StockEdge data. Their RSI readings moved above the 50 mark from lower levels, indicating improving price momentum and rising buying interest, a technical signal often tracked for potential bullish continuation.Read More

Indian markets are expected to perform better in CY26 after underperforming MSCI EM by 26% in CY25. Large caps delivered 16% YoY earnings growth, in line with the broader market. Motilal Oswal has shared its preferred stock picks for investors.Read More

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Indian markets are shifting focus to company earnings and liquidity. The India-US trade deal has eased pressures. Investors are recalibrating strategies for 2026. Small and midcap stocks offer opportunities but require careful selection. Earnings visibility and balance sheet strength are key. Global trade and liquidity will guide market direction.Read More

The RBI’s policy pause signals the end of easy money, but elevated bond yields present tactical opportunities, especially at the longer end. Despite record borrowing, real yields remain compelling, with supply dynamics shaping the yield curve. Investors should watch for signals before entering long-duration funds.Read More