Share Market: Yesterday i.e. last Thursday, IT stocks fell by more than 5 percent. Due to this, the condition of Nifty IT index was bad. It came close to its lowest level in almost 10 months.

In fact, the possibility of damage to companies due to Artificial Intelligence (AI) and the diminishing expectations of an early rate cut by the US Federal Reserve after better than expected employment figures in America affected the market sentiment. The 10-stock Nifty IT index emerged as the worst performing sector in Thursday’s trading session and the total market value of IT companies declined by Rs 1.3 lakh crore.

Why did IT stocks fall?

This huge fall in technology stocks had the biggest impact on companies like Tech Mahindra, Infosys and Tata Consultancy Services (TCS). Their shares fell by about 6 percent. During this period, BSE Midcap Select Index recorded a decline of 0.48 percent and Smallcap Select Index recorded a decline of 0.28 percent. However, the maximum decline of 5.40 percent among sectoral indices was seen in Nifty IT index.

These days, American AI company Anthropic and its new tool Cloud Cowork is becoming a new headache for investors. It is reported that this AI tool can do tasks like coding, marketing, legal and accounting on its own, which is usually done by IT companies. Due to this, investors are worried that instead of helping IT companies, it could replace them. The issue may come up regarding his job.

What do experts say?

Dr. VK Vijayakumar of Geojit Investments said, “Tech stocks suffering from anthropic shock are not expected to recover soon.” Some experts believe that companies may lose up to 40 percent of their revenue because AI will start doing the work that humans used to do earlier. According to government reports, January employment data in the US showed 130,000 new jobs and 4.3 percent unemployment, so the Federal Reserve may not cut interest rates anytime soon, which is bad news for tech stocks.

Now the big question is whether IT companies will be able to survive in front of AI? “There is a fear of increased competition with AI, more pricing pressure, and their competitive moots have weakened, which means they may be easier to replace with AI,” says Thomas Shipp of LPL Financial.

Motilal Oswal warned that AI will make old software and testing less necessary. However, they suggest keeping an eye on AI partnerships over the next 3-6 months, which could lead to new AI service deals by mid-2026.

Disclaimer: (The information provided here is being given for information only. It is important to note here that investing in the market is subject to market risks. Always consult an expert before investing money as an investor. ABPLive.com It is never advised for anyone to invest any money here.)

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Tcs share falls: The country’s leading IT company Tata Consultancy Services (TCS) has been under heavy pressure for the last few days. The company’s stock reached a 52 -week low of Rs 2,892 on 26 September. In the last 5 days, TCS shares have fallen by 4.65%, while it has broken up to 6.72% in a month.

Why are TCS shares breaking?

In the last one year, about one-third of the value of TCS shares has disappeared. The biggest reason for this is-a large number of sorted by the company and the fear of the employees due to this.

On Monday, the company’s market cap decreased to Rs 10.47 lakh crore. In just one year, investors have suffered a loss of about 4.34 lakh crore rupees. From January to December, the company’s shares have declined by 29.58% and 33% on an annual basis.

The reason for fear among investors

About two months ago, TCS CEO K.K. Kirtiivasan had said that the company is going to reduce about 2% of its total workforce. However, employees and organizations say that the actual figure is much more than this. It is believed that the number of employees extracted from the company can be more than 30,000.

In addition, global demand reduction, increase in H1B visa fees in the US, and the use of rapidly growing AI (Artificial Intelligence) have negatively affected both the company’s business and the perception of investors.

It is worth noting that TCS was once counted among the selected companies, whose shares in whose shares used to get double returns in just 6 months. But the current situation has increased the concern of investors.

Advice for investors

1. Do not panic and sell – even though there is loss in the short term, companies like TCS are known to give stable returns in the long term.
2. Keep diversification in the portfolio – not only depend on the IT sector, but also invest in sectors like banking, pharma, FMCG and Auto.
3. Adopt Long Term View – Due to AI and digital transformation in the IT sector, new growth will remain in the next few years.
4. Take expert advice – It would be better to consult a financial advisor before taking a big decision.

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Disclaimer: (The information provided here is being given only for information. It is necessary to tell here that the investment in the market is subject to risks. Always consult expert before investing as an investor. Abplive.com is never advised to invest money here.)

Tcs Layoffs 2025: The shares of the country’s largest IT service company TCS (Tata Consultancy Services) have recorded a huge decline today. During the trading on Monday, July 28, the company’s shares fell 1.13 percent to Rs 3,100.30. In the coming days, this decline has come in the shares of TCS today after the news of a large number of employees trimmed in the company. It is being told that in FY 2025-26, TCS plans to remove 12000 or more workers from work.

Today, TCS shares were open at Rs 3,110.00, which is less than Rs 3,135.80. During the business, it touched a high of Rs 3,118.00 and a low level of Rs 3,081.60, which reflects its trend towards recession. In the last 24 hours, there was a turnover of 1,613,187 shares, with a turnover value of Rs 49,995.89 lakh. The current market cap of TCS shares is Rs 11.21 lakh crore and is trading at beta of 0.86, which shows relatively low volatility than a wider market.

Company CEO cleaned

Here, TCS CEO and Managing Director K. K. K. K. K. K.K. Speaking to Moneycontrol, Kritivasan said that AI cannot be held responsible for the shortage in the workforce. He said, “It is not that our productivity has increased by 20 percent due to AI. This happens that when we feel mismatched a skill or we feel that we will not be able to hire that person. ”

The company still needs talented people: CEO

He further says, “It is not that we need fewer people now.” We are still looking for talented people and our work to train them will continue. We have to see who has to hire where to work and how much its utility is. “Still will mainly affect the workers of medium and senior level as well as some entry-level workers who have been on the bench for a long time.” Overall, the CEO says that the trimming has nothing to do with AI. Restructuring is being done so that keeping in mind the current needs of business, talented employees have to be put in those works.

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Tcs shares: The shares of Tata Consultancy Services (TCS) recorded a decline of nearly 2 percent in early trade on Friday. It is being told that due to the results of estimated in the first quarter of FY 2026, the stocks have declined. At 9:55 am, the stocks were trading at Rs 3,320.20 with a decline of 1.83 percent at BSE at Rs 3,320.20. In the last five days, TCS shares have declined by 2.74 percent and in the last one month there has been a decline of 4.37 percent. In six months, the company’s shares have slipped down 22.63 percent.

Company results in June quarter

The net profit of this largest IT company in the country recorded a 6 percent lead compared to last year in the June quarter. This time the company earned a profit of Rs 12,760 crore as against the last year’s Rs 12,040 crore, which was more than an estimate of Rs 12,205 crore.

The company generated a revenue of Rs 63,437 crore from the operation during this period, which is more than Rs 62,613 crore from a year ago. TCS has also announced an interim dividend of Rs 11 per share for FY 26. A record date for this has been set on 16 July and the dividend will be paid on 4 August.

Buy or sell stocks?

The company has also received an order of US $ 9.4 billion this year, whose book-to-bill ratio is 1.3. Abhishek Kumar of JM Financial said that on a quarterly basis, the decline of 3.3 percent in the CC revenue is more than an estimate of a decline of 0.6 percent. The closure of BSNL has also reduced TCS Review. International trade also remains largely stable.

He further said, in the last four quarters, the decline of nine percent of customers over US $ 50 million, which is about 6 percent of the company’s client base, is the biggest decline ever. This indicates deep challenges. However, he also said that once uncertainty about business is removed, then the growth of the company will improve again. With this, he has advised to buy TCS shares with a target price of Rs 3,950. Another market analyst said that the weaker figures of TCS show the widespread struggle of the IT sector, especially large-cap companies. He further said, “Midcap IT is still expected to perform better.”

Disclaimer: (The information provided here is being given only for information. It is necessary to tell here that the investment in the market is subject to risks. Always consult expert before investing as an investor. Abplive.com is never advised to invest money here.)

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