IT Stocks Crack | Sandip Agarwal on AI Fears, TCS MCap Slip & What Investors Should Do?
Автор: moneycontrol
Загружено: 2026-02-12
Просмотров: 2996
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The Nifty IT Index plunges to a four-month low as fresh AI concerns trigger intense selling across technology stocks. The sector has lost nearly ₹1.3 lakh crore in market value amid a global tech sell-off.
Heavyweights TCS and Wipro hit fresh 52-week lows, with TCS’ market capitalisation slipping below ₹10 lakh crore for the first time since December 2020.
What’s driving the panic? Are AI disruption fears justified? Is this a buying opportunity or a deeper structural reset for IT?
In conversation with Sandip Agarwal, Fund Manager at Sowilo Investment Managers, we decode the sharp correction, global cues, valuation comfort, and the road ahead for IT investors.
#itstocks #niftyit #stockmarketcrash #marketselloff #aiimpact #techstocks #tcs #wipro #indianmarkets #openingbell #SandipAgarwal #marketoutlook #investing #dalalstreet #marketvolatility #globalmarkets
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