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중도 성향
IT/기술
Oil jumps on Mideast missiles while AI bulls carry stocks higher
Cryptocurrencies tumble, with bitcoin now down nearly 10% over three sessions to a two-month low of US$66,123.
IT/기술 · "SESSIONS" · 총 6건
필터 보기현재 지수
50.3
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 81,220건을 분석한 결과, 뉴스 심리지수는 50.2(균형)입니다. 긍정 3,971건(4.9%)·중립 75,336건(92.8%)·부정 1,913건(2.4%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 14.6(중도 균형)입니다.
Cryptocurrencies tumble, with bitcoin now down nearly 10% over three sessions to a two-month low of US$66,123.
Mumbai: Domestic IT stocks extended rally for the third straight session on Tuesday, driving the Nifty IT index to its biggest single-day gain in a year. Analysts said the index's chart structure remains constructive, signalling continued positive momentum in the near term.The Nifty IT index ended 4.2% higher at 31,116.6 on Tuesday, its highest gains since May 2025. The index is up 7.6% in the past three sessions, against Nifty 50's fall of 1.8%. TCS was the top gainer on Tuesday, up 6.7%, followed by Infosys, HCL Technologies and LTM, which were up 4-6% each."Indian IT stocks continue to extend gains, supported by improving global software sentiment and growing evidence that enterprise AI adoption is expanding technology spending opportunities rather than disrupting incumbent service providers," said Kunal Bajaj, research analyst at Choice Institutional Equities.Bajaj said other factors like rupee depreciation, strong orderbook and improving outlook for discretionary tech spending, are supporting the current rally in IT stocks.131473558IT stocks look strong on technical charts too. "The Nifty IT index has formed a bullish hammer pattern on the monthly chart, signalling a trend reversal," said Ruchit Jain, vice-president, Motilal Oswal Financial Services. "Within the sector, recent moves suggest a mix of short covering in stocks such as TCS and HCL Tech, along with fresh long build-up in Infosys and Coforge over the past three sessions." Despite the recent rebound, domestic IT stocks have underperformed the broader market in 2026, with the Nifty IT index declining 17.9% so far this year against a 10.1% fall in Nifty 50.Jain expects the IT benchmark's up move to extend towards 32,000-32,100, near its April highs. According to Bajaj, tier-2 IT firms have historically gained market share during tech transitions due to their agility. "With valuation premiums cooling, we see better relative risk-reward in Coforge, Persistent Systems and Happiest Minds. Among the tier-one companies, we like Infosys and Tech Mahindra," he said.
At SXSW London, Canadian production designer Patrice Vermette took the audience inside his process, talking about “method designing" and "scientific jam sessions."
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)
The company said the videos collected during the cleaning sessions would be used to train humanoid robots, which it believes could independently perform household chores in the future.
The IEEE Communications Society (ComSoc)’s Research Collaboration Pitch Session initiative is proving to be a catalyst for meaningful engagement between academic researchers and industry innovators. Launched last year, the program connects promising researchers with industry leaders who can offer them funding, mentorship, and connections to bring interesting ideas closer to real-world deployment. Rather than relying on chance encounters at conferences, the pitch sessions create a focused environment. Five academic presenters share their work with five industry representatives, known as “innovation scouts”: senior leaders primarily chosen from ComSoc’s Corporate Program partner companies such as Ericsson, Intel, Keysight, and Nokia. The curated format ensures that each idea receives dedicated attention from professionals who are seeking new concepts aligned with their organization’s priorities. The initiative was launched in November at the IEEE Middle East Conference on Communications and Networking (MECOM) in Cairo and appeared in December at the IEEE Global Communications Conference (GLOBECOM) in Taipei, Taiwan. AI-driven communication network One of the most compelling outcomes came from the inaugural session in Cairo. Angela Waithaka, a student member and biomedical engineering student at Kenyatta University, in Nairobi, Kenya, presented her “AI-Driven Predictive Communication Networks for Enhanced Performance in Resource-Constrained Environments” paper. You can view her presentation along with others on IEEE.tv. Waithaka’s research tackles a critical challenge: Next-generation communication systems increasingly rely on artificial intelligence and machine learning, yet most existing architectures consume abundant computational and energy resources, which are not always present in developing regions. Waithaka proposed lightweight, adaptive AI/machine learning models capable of delivering predictive, reliable communication performance even under tight resource constraints. Her vision resonated with Ruiqi “Richie” Liu, a master researcher at ZTE in China. ZTE is a global leader in integrated information and communication technology solutions. Liu says he recognized the relevance Waithaka’s proposal had to his company’s work with the International Telecommunication Union. He invited her to establish an ITU account so she could participate in the organization’s meetings discussing global telecommunications standardization projects—which would elevate her work to an international stage. Simplifying data center protocols The momentum continued at GLOBECOM. Among the presenters was Nirmala Shenoy, a professor at the Rochester Institute of Technology, in New York. Shenoy, an IEEE member, spoke on the topic of simplifying data center network protocols. She highlighted the growing complexity of the critical networks, which underpin cloud services, enterprise IT, and emerging AI workloads. Shenoy’s focus on reducing protocol complexity while maintaining scalability, resilience, and low latency caught the attention of an innovation scout from Nokia, who heads its eXtended Reality Lab in Madrid. He found the key person at Nokia for Shenoy to connect with to discuss her research, and it led her to record a video for the company detailing her approach and its potential applications. A model for accelerating innovation The early success stories demonstrate the power of intentional, structured engagement. By bringing researchers and industry leaders together in a format designed for discovery, ComSoc is helping accelerate innovation and expand opportunities for collaboration. The pitch sessions are not merely conference events; they are becoming a bridge between academic creativity and industry implementation. This year sessions will be held during the IEEE International Conference on Communications in Glasgow from 24 to 28 May, and more are scheduled during the IEEE International Mediterranean Conference on Communications and Networking in Sardinia from 6 to 9 July, and at GLOBECOM in Macau from 7 to 11 December. As the program continues to grow, it could become a signature ComSoc initiative, one that strengthens the research ecosystem, supports emerging talent, and ensures that promising ideas find pathways to real-world impact.