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IBM: Betting Big On AI, Delivering Strong Margins But At A Price
Seeking Alpha· 2025-09-29 11:06
I always had the impression that International Business Machines (NYSE: IBM ) was a giant moving slowly, tied to its legacy of mainframes and heavy consulting. But in recent years, under the leadership of ArvindI am an individual investor with over five years of experience in personal investing, holding a PhD in Economics from UCEMA. My investment approach focuses on value companies with solid long-term potential. I share my knowledge with the community by offering analysis to support individual investors. ...
Indian IT stocks hope to catch a break after longest losing streak since February
BusinessLine· 2025-09-29 04:26
Before the trading day starts we bring you a digest of the key news and events that are likely to move markets. Today we look at: IT slump deepens Banks in demand Traders await RBI Indian equities are set for a positive open this morning after six straight days of losses, supported by gains in Asian markets and US equity futures. The relief rally may also spill over into the bond market, with long-tenor notes likely to benefit from the government’s decision to cut supply at that end of the yield curve. T ...
Valuation watch: Top-10 most valued firms' market cap drops by Rs 2.99 lakh crore; TCS emerges as the biggest hit on H1-B visa fees hike
The Times Of India· 2025-09-28 13:59
The BSE benchmark tanked 2,199.77 points or 2.66 per cent during the week, as investor sentiment was rattled by a series of domestic and global developments, PTI reported.“A sharp hike in H-1B visa fees triggered heavy selling in technology stocks, while the Indian rupee slipped to a record low against the US dollar, adding to market pressure. Further, the imposition of 100 per cent tariffs on branded and patented pharmaceutical imports to the US dampened sentiment across sectors, weighing heavily on market ...
Mcap of top-10 most valued firms drops by ₹2.99 lakh cr; TCS hit hard
BusinessLine· 2025-09-28 06:17
市场估值变动 - 前10大公司总市值单周蒸发299,661.36亿卢比 [1] - 孟买证交所基准指数单周下跌2,199.77点(跌幅2.66%)[1] 行业政策影响 - 美国H-1B签证费用大幅上调导致科技股遭大量抛售 [1] - 美国对品牌及专利药品进口征收100%关税冲击医药行业 [2] 重点公司市值变动 - 塔塔咨询(TCS)市值单周减少97,597.91亿卢比至1,049,281.56亿卢比 [2] - 信实工业市值减少40,462.09亿卢比至1,864,436.42亿卢比 [3] - 印孚瑟斯市值减少38,095.78亿卢比至601,805.25亿卢比 [3] - HDFC银行市值减少33,032.97亿卢比至1,451,783.29亿卢比 [3] - ICICI银行市值减少29,646.78亿卢比至972,007.68亿卢比 [3] - 巴蒂电信市值减少26,030.11亿卢比至1,092,922.53亿卢比 [4] - 印度人寿保险(LIC)市值减少13,693.62亿卢比至551,919.30亿卢比 [4] - 印度联合利华市值减少11,278.04亿卢比至589,947.12亿卢比 [4] - Bajaj金融市值减少4,977.99亿卢比至612,914.73亿卢比 [4] - 印度国家银行市值减少4,846.07亿卢比至791,063.93亿卢比 [4] 市值排名 - 信实工业保持最高市值地位 其后依次为HDFC银行、巴蒂电信、TCS、ICICI银行、印度国家银行、Bajaj金融、印孚瑟斯、印度联合利华和LIC [5]
Market cap of top-10 most valued firms drops by Rs 2.99 lakh cr; TCS hit hard
The Economic Times· 2025-09-28 05:34
Last week, the BSE benchmark tanked 2,199.77 points or 2.66 per cent."A sharp hike in H-1B visa fees led to heavy unwinding in technology stocks, while also pressuring the Indian rupee, which slipped to a record low against the US dollar."Adding to the headwinds, the imposition of 100 per cent tariffs on branded and patented pharmaceutical imports to the US further dampened sentiment, with ripple effects felt across multiple sectors and weighing heavily on market confidence," Ponmudi R, CEO - Enrich Money, ...
Sell IBM And Buy This Stock?
Forbes· 2025-09-26 12:50
Should you pick Gartner (NYSE:IT) stock over IBM (NYSE:IBM)? There’s a strong case to be made here. Gartner exhibits stronger revenue growth over crucial intervals, enhanced profitability, and a comparatively lower valuation compared to International Business Machines (IBM), indicating that investing in IT may be a more beneficial choice.The IBM logo is seen at the entrance to its China System Center building in Beijing on August 26, 2024. US computer giant IBM will eliminate over a thousand jobs in its res ...
Wall Street Retreats for Third Straight Day Amid Valuation Concerns and Economic Data
Stock Market News· 2025-09-25 18:07
The U.S. stock market is experiencing a notable pullback on Thursday, September 25, 2025, with major indexes extending their losses for a third consecutive session. This downturn follows a period of robust performance and record highs earlier in the week, signaling a shift in investor sentiment driven by profit-taking, lingering concerns over equity valuations, and a re-evaluation of the Federal Reserve's monetary policy outlook. Afternoon trading activity reflects a cautious mood as market participants dig ...
Trump’s Market Mayhem: A Daily Dose of Dips and Delusions
Stock Market News· 2025-09-25 18:01
Ah, Thursday, September 25, 2025. Another day, another dizzying dance on Wall Street, orchestrated, it would seem, by the ever-unpredictable maestro, Donald J. Trump. As the Dow Jones Industrial Average (DJI) dipped 0.3% (or a more precise 171.50 points to 46,121.28), the S&P 500 (SPX) slid 0.6% (to 6,637.97), and the Nasdaq Composite (IXIC) sank a notable 0.9% (to 22,497.86), one might wonder if the markets were simply reacting to an unexpected drop in jobless claims or the Federal Reserve’s rate-cut uncer ...
Accenture(ACN) - 2025 Q4 - Earnings Call Transcript
2025-09-25 13:02
Accenture (NYSE:ACN) Q4 2025 Earnings Call September 25, 2025 08:00 AM ET Company ParticipantsAlexia Quadrani - Executive Director - IRJulie Sweet - Chair & CEOAngie Park - CFOJames Faucette - Managing DirectorBryan Bergin - Managing DirectorDarrin Peller - Managing DirectorConference Call ParticipantsTien-tsin Huang - Senior AnalystDavid Koning - Senior Research Analyst & Associate Director - ResearchJamie Friedman - Senior FinTech & IT Services Research AnalystJim Schneider - Senior Equity AnalystOperator ...
Accenture(ACN) - 2025 Q4 - Earnings Call Transcript
2025-09-25 13:02
Accenture (NYSE:ACN) Q4 2025 Earnings Call September 25, 2025 08:00 AM ET Company ParticipantsAlexia Quadrani - Executive Director and Head of Investor RelationsJulie Sweet - Chair and CEOJames Faucette - Managing DirectorAngie Park - CFOConference Call ParticipantsJim Schneider - Senior Equity AnalystTien-Tsin Huang - AnalystDave Koning - Senior Research AnalystBryan Bergin - Managing Director and Equity Research AnalystDarrin Peller - Managing Director and Senior Equity AnalystJamie Friedman - Senior FinT ...