AI, Iran War Risks Weigh on Indian IT Firms’ Earnings Outlook

Indian IT earnings stare at twin hit from AI, Iran war

Indian IT earnings stare at twin hit from AI, Iran war

India's growth story, not AI trade reversal, will drive foreign flows: Sameer Dalal

India's economic strength, not AI's decline, will drive foreign capital inflows, according to Sameer Dalal. He believes AI's market correction is temporary, while India's improving fundamentals, including falling crude prices and monsoon progress, position it for growth. Dalal remains bullish on pharma and cement sectors, sees achievable targets for Tata Motors, and suggests patience for IT investors, anticipating a strong FY28.

Inflationary Environment Suggests Higher Rates, Seema Shah Says

Seema Shah, Principal Asset Management chief global strategist, discusses the near-term inflationary impact of the AI capital expenditure cycle, emphasizing that its implications remain underappreciated by investors. She speaks on Bloomberg Surveillance. (Source: Bloomberg)

Top IT stocks stare at great valuation reset

While Indian IT valuation premium currently ranges from 40-80 over Accenture, the earnings growth outlook lacks the same optimism

Aktor jual sayur kerana AI ambil alih tugas

BEIJING: Isu kecerdasan buatan (AI) mengambil alih pekerjaan manusia kini mula dirasai oleh aktor di China. Satu ketika dahulu, pelakon popular dalam industri drama pendek di negara ini mampu meraih pendapatan luar biasa sehingga 20,000 yuan (RM11,987) sehari. Bagai­mana­pun, pasaran tersebut kini dilaporkan lumpuh akibat lambakan produksi AI. Nilai pasaran pelakon me­rosot mendadak sehinggakan ramai ... Read more The post Aktor jual sayur kerana AI ambil alih tugas appeared first on Utusan Malaysia.

TCS, Infosys Decline Ahead Of Q1 Results As HSBC Challenges Market's AI View On Indian IT

Nifty IT was the only NSE sectoral index in the red as investors awaited TCS' June-quarter earnings and assessed HSBC's view that artificial intelligence is becoming a structural challenge for Indian...

Pakistan’s IT exports climb to $4.5 billion, as digital economy expands

The growth has been driven by rising demand for software development. The post Pakistan’s IT exports climb to 4.5 billion, as digital economy expands appeared first on BOL News.

Why AMD Stock Just Popped

AMD could be a winner in the next AI market shift, but does its stock cost too much?

Arm Holdings: The Valuation Is Ahead Of The Story (Rating Downgrade)

Arm Holdings: The Valuation Is Ahead Of The Story (Rating Downgrade)

AI in focus, Iran talks advance - What’s moving markets

AI in focus, Iran talks advance - What’s moving markets

US Trade Deficit Swelled in May as AI-Fueled Imports Surged and Exports Fell

American companies are investing aggressively in artificial intelligence, pouring billions of dollars into servers, semiconductors and advanced computing equipment. At the same time, that spending spree is widening the nation’s trade deficit at a pace few economists anticipated, creating a fresh headwind for economic growth just as policymakers were hoping momentum would strengthen. New figures released Tuesday by the Commerce Department showed the US trade deficit widened 42.2 in May to 77.6 billion, the largest monthly gap in more than a year. Behind the headline was a striking imbalance: imports climbed sharply while exports retreated, illustrating how the country’s appetite

Why tech investors are reevaluating AI investments

NORTH AMERICA: AI investment remains a positive long-term story for Big Tech, but investors may see slower EPS growth and lower valuation multiples as infrastructure spending increases depreciation costs and reduces share buybacks. We examine the valuation implications for the largest tech firms, and how risks differ for companies from OpenAI to Anthropic

IMF sees world economy growing just 3% this year amid Iran war

The International Monetary Fund on Wednesday modestly downgraded its outlook for the world economy this year, citing the energy shock caused by the Iran war. But the fallout from the conflict is being partially offset by booming investment in artificial intelligence and other technologies. The IMF now expects the global economy to expand by a sluggish 3 per cent in 2026, down from 3.5 per cent last year and from the 3.1 per cent it had forecast for this year back in April. The fund expects...

Dubai businesses show strong governance as AI-driven insights become key to faster decision-making

The main obstacle to business growth is no longer just the market, but also companies’ ability to make decisions. According to the latest Coface survey of 1,250 business leaders in 13 countries, 68 of them cite slow decision-making as a major obstacle. In a highly uncertain environment, businesses are no longer simply seeking to avoid [] The post Dubai businesses show strong governance as AI-driven insights become key to faster decision-making appeared first on Middle East News 247.

AI Spending Surge Poses Little Threat To S&P 500 Buybacks, Deutsche Bank Says (NASDAQ: AMZN, MSFT, GOOGL, META, NYSE: ORCL)

Record corporate earnings are keeping share buybacks on track across the broader U.S. equity market, even as artificial intelligence capital spending climbs sharply, according to a Deutsche Bank strategy note. Capital expenditure across the SP 500 has risen from an annualized pace of roughly 1 trillion to approximately 1.5 trillion over the past two years. [] The post AI Spending Surge Poses Little Threat To SP 500 Buybacks, Deutsche Bank Says (NASDAQ: AMZN, MSFT, GOOGL, META, NYSE: ORCL) appeared first on Foreign Policy Journal.

Character.AI’s Latest Bet Is Microdramas That Talk Back

Short little soap operas on TikTok are all the rage in Hollywood. Can the AI industry cash in?

Asian shares mostly slip amid caution about the war in Iran

Asian shares are mostly lower as recent enthusiasm cools and markets face uncertainty about efforts to end the war in Iran.

WSBP Increases Its Contribution to National Infrastructure Development, Drives Improvements in Corporate Performance

Jakarta (ANTARA) - PT Waskita Beton Precast Tbk reported operating revenue of Rp808.07 billion in the first half ...

Why whales are buying Ethereum’s dip despite weak price action and ETF outflows

What does this growing interest in ETH mean for the its upcoming price action?