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4 Stocks to Watch Amid Global AI Investments in India

A look at stocks to add to your watchlist as global majors announce AI investments in India.

May 13, 2026 16:17 IST

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Google, Amazon, Microsoft commit $67.5 bn to India’s AI push – but structural gaps cloud the promise

India AI investments from Google, Amazon and Microsoft have crossed $67.5 billion, but experts say infrastructure gaps and chip dependence…

Updated: May 8, 2026 18:17 IST

IT sector: How is AI spending reshaping budgets – Kotak decodes

AI is impacting the tech sector not just through stock corrections, but also by weighing on growth and margins due…

May 1, 2026 16:24 IST

Infosys Q4FY26: Profit jumps 21%, FY27 guidance weak.

Infosys Q4FY26 highlights: From FY27 outlook to AI focus, fresh hiring – 5 key takeaways

Infosys reported 21% profit growth, announced to hire 20,000 freshers and declared Rs 25 dividend—read the key takeaways and learn…

Updated: April 23, 2026 19:02 IST

Madhusudan Kela Picks stake in this Microcap Stock. Here’s Why…

Madhusudan Kela has picked stake in this microcap stock. Do you own it?

April 17, 2026 13:14 IST

Wipro’s $70 million AI push ahead of Q4 results: To acquire select contracts of Alpha Net Group

Ahead of Q4, Wipro makes a bold AI bet — $70 million deal to acquire Alpha Net contracts

Updated: April 15, 2026 09:39 IST

Tata Power partners Databricks for AI platform, accelerate energy transition

Tata Power partners with Databricks to launch an AI-driven platform for smarter energy solutions.

April 9, 2026 15:02 IST

Wipro stock rises after $1 billion AI deal with Olam Group. (Image: Canva)

Wipro surges 1% after 8-year AI deal with Olam Group – Contract value may exceed $1 billion

Wipro secures 8-year AI deal with Olam Group worth over $1B to transform agri-operations.

Updated: April 6, 2026 11:16 IST

Bharti Airtel: Carlyle, Alpha Wave lead $1 billion investment in data centre arm, Nxtra

Bharti Airtel secures $1 billion investment in its data centre arm Nxtra Data from Alpha Wave Global, The Carlyle Group…

March 31, 2026 15:40 IST

AI Vs IT Jobs: CLSA says, ‘new hiring targets intact, no negative impact’ – IT hiring up 6.4%

CLSA says AI has not hurt IT jobs yet, with hiring in India’s IT and software services sector rising 6.4%…

March 13, 2026 09:45 IST

Nomura says AI won’t make IT services obsolete

From Infosys to Coforge: Why Nomura bets AI won’t make IT Services obsolete

Nomura remains positive on IT stocks such as Infosys, Cognizant and Coforge despite the sharp sell-off in the sector, saying…

Updated: March 12, 2026 13:06 IST

February IT deal wins hit 5-month high despite tech share slump – AI partnerships gather pace

Global IT services deal wins reached a five-month high in February even as tech stocks declined, with companies accelerating AI…

March 10, 2026 16:41 IST

Motilal Oswal explains why legacy IT still dominates

Anthropic’s reality check: Motilal Oswal on why legacy IT is still the best shield against AI invasion

Motilal Oswal says legacy IT systems and enterprise constraints are slowing large-scale AI adoption, suggesting the impact of AI on…

March 10, 2026 11:51 IST

Michael Burry just told two of the biggest companies in the world that they’re falling behind

The man who predicted the 2008 housing crash is back with a new call. This time, he’s not shorting anything.…

March 6, 2026 21:31 IST

Michael Burry’s warning: Nvidia is repeating Cisco’s fatal year 2000 mistake

Michael Burry believes Nvidia’s aggressive supply commitments resemble Cisco’s behavior at the peak of the dot com bubble. His concern…

March 2, 2026 21:22 IST

Motilal Oswal predicts 31% upside for this defence & AI play; Bets big on massive expansion to power global data centres

Motilal Oswal sees 31% upside for MTAR Tech on booming defence & AI demand—explore this growth opportunity today!

February 27, 2026 10:09 IST

The chip that cracked Nvidia’s monopoly

Meta just handed AMD a $60 billion lifeline. But the real story isn’t about AMD at all.

Updated: February 27, 2026 15:48 IST

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