IT/기술 · "CONTRACTS" · 총 13건
필터 보기현재 지수
50.3
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 85,132건을 분석한 결과, 뉴스 심리지수는 50.3(균형)입니다. 긍정 4,306건(5.1%)·중립 78,811건(92.6%)·부정 2,015건(2.4%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 15.0(중도 균형)입니다.
A coalition of investors managing $1.15 trillion is pressing Alphabet to explain how it monitors government use of its cloud and AI services.
Defense tech is red hot right now. Anduril and Mach Industries just doubled and quadrupled their valuations, respectively, and the U.S. government is proposing a 40% increase in defense budget. A wave of new startups is chasing those government contracts, but according to Ross Fubini, the venture investor who wrote Anduril’s first check, most of them will get lost in the Valley of Death between prototype contract […]
The EU on Wednesday proposed favouring European companies in public contracts for cloud computing and AI services in the most sensitive sectors as part of a bigger package to cut reliance on foreign firms. EU tech chief Henna Virkkunen insisted that "we are not closing anyone out" but told journalists that for "very critical" sectors like defence it was "very important" that Europeans provide the services. FRANCE 24's Yuka Royer reports.
The European Commission's Cloud and AI Development Act would bar Amazon, Google, and Microsoft from critical state tenders and triple EU data center capacity
A government committee says that the country’s growing dependence on the data analytics company is a serious liability.
The shares of Indian IT companies including Infosys, TCS and others continued to record sharp gains on Tuesday, pushing the Nifty IT over 3% higher even as the broader Nifty index slipped into the deep red.The Nifty IT index extended gains for the third consecutive session, jumping around 7% during the period to hit a high of 30,785 on Tuesday. Nifty crashed 3% during the same time to trade below 23,250.Infosys shares gained more than 4% to trade at Rs 1,257.90 apiece in the morning trading hours of Tuesday. The heavyweight IT stock has now gained nearly 9% in just three sessions. The shares of Tata Consultancy Services (TCS) meanwhile jumped around 3.5%.Mphasis and LTI Mindtree shares jumped nearly 3% each, while HCL Technologies, Coforge, Tech Mahindra and Persistent Systems shares jumped around 2% each. Wipro shares were trading in the green with marginal gains.What’s driving the rally in IT stocks?The sharp surge in IT stocks comes after a significant decline earlier this year, following the launch of plug-ins for AI startup Anthropic's Claude Cowork agent, which could automate tasks across legal, sales, marketing, and data analysis. "We call it the ‘SaaSpocalypse,’ an apocalypse for software-as-a-service stocks," Bloomberg quoted Jeffrey Favuzza from the equity trading desk at Jefferies.While analysts continue to debate the future of IT companies following fresh AI advancements, investors were quick to analyse the cheap valuations, leading to some pockets of buying. Nuvama, in its note, had highlighted that the IT sector is setting up for a powerful comeback, not a collapse after the brutal AI-driven selloff.“We see no existential threat from Gen-AI,” the brokerage writes, arguing that enterprises will still need a “system integrator” to customise plug-and-play AI and software tools for their highly complex, brownfield technology stacks and to take ownership when “the system fails at 2 am.”The latest round of buying also comes ahead of the Federal Reserve’s policy meeting next month, which would be the first under Chair Kevin Warsh. US President Donald Trump had selected Warsh partly on expectations that he would support lower borrowing costs to stimulate economic growth. However, rising inflation raised questions over the possibility of lowering rates."Indian IT firms are following suit of American companies like Anthropic and OpenAI by taking up contracts and tie-ups which are perceived as promising by investors," said Gaurav Sharma, head of Research, Globe Capital.Arbind Maheswari from BofA Securities told ET Now that the market globally is attracting flow towards only one story, at the front and centre of it is tech and AI. It is hard to pull away from that fact with a near-term vision. “There are people who believe that the whole business model of Indian IT services is put to question by the AI trade. The other side is that IT services companies will evolve and adapt and they have enough cash flow, they have the resilience, and they have shown this in the past where there were threats that seemed existential for the IT services space. This time obviously it is much bigger and it could last longer but I am sure there is enough that these companies have in them both in terms of depth of management and business models that they can evolve to adapt to the new AI world,” he added.Wipro to acquire additional stake in Aggne Global for $28.5 millionWipro announced that it will acquire an additional 20% stake in US-based insurtech company Aggne Global Inc through an all-cash transaction worth $28.5 million. The company said the transaction is expected to be completed by June 5.Earlier this year, the company acquired Mindsprint for $375 million as part of a broader $1 billion transaction with its parent, Olam Group. It also purchased select customer contracts from US-based Alpha Net Consulting LLC and its subsidiaries for $71 million.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
Mumbai: Information technology stocks surged on Monday, dodging a weak broader market, with the Nifty IT index closing at its highest level since April 23, as attractive valuations and recent AI-led partnerships drew investor interest and prompted traders to build some fresh long positions.The Nifty IT index advanced 2.7%, its strongest single-day gain in nearly two weeks (since May 19), even as the benchmark Nifty declined 0.7%. Tech Mahindra, Infosys and LTM rose 3.7% each, while Persistent Systems gained 3.6%. Coforge and Oracle Financial Services Software advanced 2.6% and 2.1%, respectively."Indian IT firms are following suit of American companies like Anthropic and OpenAI by taking up contracts and tie-ups which are perceived as promising by investors," said Gaurav Sharma, head of Research, Globe Capital.Wipro's expanded Agentic AI partnership with ServiceNow and Coforge's acquisition of Encora have helped ease concerns that had weighed on the sector earlier due to AI-linked disruption fears.The rebound comes after a sharp underperformance this year. The Nifty IT index has fallen over 21% so far in 2026, compared with a 10.5% decline in the benchmark Nifty. The recent momentum has turned positive, with the IT index gaining about 3% over the past week, while the Nifty has fallen 2.7%.131452365"The open interest has doubled in the past couple of months in large-cap IT stocks, indicating a huge build-up of short positions," said Jay Vora, Technical Analyst, Mirae Asset Sharekhan. "On Monday, while short positions remained as is, traders built fresh long positions in the space."Vora said that a more meaningful short covering rally would require stocks to move above key technical levels, with most large-cap names currently 2-3% below their 40-day exponential moving averages."There are short positions in the midcap IT companies as well, but it is not as significant as the large caps," he said.The rebound in IT shares is also on account of valuations falling below 10-year averages following the recent sell-off."Large-cap names like TCS and Infosys are trading at mouthwatering levels, close to 16-17 times Price to Earnings, while midcap companies like Coforge, Oracle and Mphasis are around 20-30 times PE, which are attractive," Sharma said.While near-term volatility may persist, valuations remain compelling over a two-to-three-year horizon, he said. Sharma's top picks are OFSS, Tech Mahindra, Coforge and Mphasis, and recommends IT Exchange Traded Funds for retail investors.The momentum favours IT stocks now, though the index is nearing key hurdles."Technically, the Nifty IT index has immediate support established at the 29,300-28,900 zone, while initial resistance is positioned at 30,500, with a broader multi-week position of 31,200," said Nischal Jain, Quant Researcher, Share.Market by PhonePe.Sharma said the Nifty IT index is on the verge of a breakout from an inverse head and shoulder pattern, which could extend the rally towards 31,500.
US-listed cryptocurrency exchange Coinbase is allowing users in India to make trades using the rupee, marking a key expansion of its services in Asia’s third-largest economy. Customers can deposit and withdraw rupees through the so-called immediate payment service channel, the company said on Monday. They will also have access to spot trading across a range of assets, alongside perpetual futures contracts covering major crypto assets, the company said. Coinbase, which had discontinued its services in India in 2023, resumed crypto trading last year after registering with the Financial Intelligence Unit. “India has long been one of the most important markets in crypto: in terms of developer talent, trading activity, and the broader adoption of blockchain technology,” said John OLoghlen, Coinbase’s regional managing director for Asia Pacific. India requires crypto exchanges to comply with its anti-money laundering rules. The country levies a 30 per cent tax on crypto trading gains, among the highest globally, but has yet to outline regulations for the asset class.
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This year’s Forbes 30 Under 30 Asia list recognises seven Pakistanis for their contributions in various fields, ranging from technology to media. Forbes describes them as “changemakers in 10 categories who are transforming their industries”. Syed Ismail Syed Ismail, cofounder of Karachi-based Saraaf. — photo courtesy Forbes Listed in the ‘consumer and enterprise technology’ category, Syed Ismail cofounded Karachi-based Saraaf in 2021 to “digitise commodity sourcing and bring more transparency to it”. The company is set to launch a mobile app for “businesses sourcing materials such as onyx and cotton from Central and South Asia, with real-time pricing, shipment tracking, digitised contracts and live chats”, Forbes notes. In 2024, Saraaf also secured a $5.3 million investment commitment from Shark Tank Pakistan. Founders of Plouton AI Sarfraz Shahid Hussain (L) and Muhammad Furqan Karim Kidwai (R). — photo courtesy Forbes Muhammad Furqan Karim Kidwai and Sarfraz Shahid Hussain secured a spot in the ‘finance and venture capital’ category for having co-founded Singapore-based Plouton AI. The venture was described as an “agentic automation platform that helps midmarket companies automate finance workflows”. It “uses auditable browser-based agents to run finance workflows, such as invoicing, payroll processing and month-end reconciliation, within existing tools like Xero, QuickBooks and Excel”, saving companies from buying costly software. According to Forbes, Kidwai “saw how finance teams in many emerging markets still rely on spreadsheets and emails”, prompting him to launch a fintech company. The two Habib University graduates had previously also co-founded fintech startup YPay Financial Services, which offered an app for people to invest digitally in mutual funds. Maheera Ghani Maheera Ghani, a PhD graduate from Cambridge University. — photo courtesy Forbes Maheera Ghani graduated from Cambridge University in 2025 with a PhD in materials science and is currently doing postdoctoral research at Cambridge on ultra-thin semiconductors. Forbes highlighted that the WinSci Pakistan education project, led by Ghani, won the Nature Inspiring Women in Science award from the Estée Lauder Companies and Springer Nature for “her efforts to encourage women to pursue careers in science”. Commenting on her featuring on the Forbes 30 Under 30 Asia list, Ghani said: “Researching next-generation semiconductors at Cambridge University, innovating deep-tech technologies and working at the intersection of science, innovation, and leading impact has been an amazing journey filled with immense joy. “I am overwhelmed with gratitude and pride to represent my country on such a prestigious platform and this recognition means so much to me personally,” the scientist added. Fahad Shahbaz Fahad Shahbaz, who founded the Youth General Assembly in 2015. — photo courtesy Forbes Fahad Shahbaz founded the Youth General Assembly in 2015, when just 18 years old, to “create a pathway for young Pakistanis into leadership and policymaking”, Forbes wrote. The Youth General Assembly runs an annual 96-member assembly based on the UK parliament and mirroring the National Assembly, providing a platform for young participants to “debate public policy and produce recommendations”. Forbes mentioned Shahbaz was a 2023 recipient of the Diana Award and a member of the Pakistan Chapter of the World Economic Forum’s Global Shapers Community. He graduated with a Master of Laws degree from the University of Law in London. Reacting to his inclusion, Shahbaz wrote on X, “This recognition is not mine alone. It belongs to the people who believed in me, supported me and stood beside me throughout this journey.” He added that the “social impact category is built on service, responsibility and the belief that meaningful change begins with people”. “Pakistan’s greatest chapter is still being written and it is being written by its youth,” Shahbaz remarked. It should be mentioned that actress Hania Aamir and filmmaker Saman Kamraan landed spots on the prestigious Forbes 30 Under 30 Asia list in the entertainment category. Read about their accomplishments here.
MOSCOW (Sputnik) - The European Commission wants to strengthen its control over the EU semiconductor supply chain and gain the power to force chipmakers to terminate existing contracts, the Financial Times newspaper reported, citing a draft law.
Michele Spagnuolo allegedly used confidential Google search data to place bets with near-perfect accuracy on the platform's Year in Search contracts