{"id":21643,"date":"2026-02-19T15:45:26","date_gmt":"2026-02-19T10:15:26","guid":{"rendered":"https:\/\/trending.niftytrader.in\/?p=21643"},"modified":"2026-02-19T16:43:26","modified_gmt":"2026-02-19T11:13:26","slug":"ai-shock-indian-it-kodak-crash","status":"publish","type":"post","link":"https:\/\/www.niftytrader.in\/markets\/ai-shock-indian-it-kodak-crash\/","title":{"rendered":"AI Shock or Structural Reset? Why Indian IT Stocks Are Facing a Kodak Moment Today"},"content":{"rendered":"<h2 data-section-id=\"1pcoojf\" data-start=\"755\" data-end=\"807\">Market Signal: What Just Happened\u2014And Why <em data-start=\"802\" data-end=\"807\">Now<\/em><\/h2>\n<p data-start=\"809\" data-end=\"921\"><strong data-start=\"809\" data-end=\"921\">\u20b96.8 lakh crore wiped out in 28 trading sessions. Nifty IT plunges 19%. Frontline IT stocks crash up to 33%.<\/strong><\/p>\n<p data-start=\"923\" data-end=\"974\">This is <strong data-start=\"931\" data-end=\"974\">not a routine earnings downgrade cycle.<\/strong><\/p>\n<p data-start=\"976\" data-end=\"1206\">The sell-off accelerated sharply after <strong data-start=\"1015\" data-end=\"1136\">global CIO surveys and fresh broker downgrades confirmed that AI is already compressing traditional IT billing models<\/strong>, triggering <strong data-start=\"1149\" data-end=\"1206\">institutional de-risking across Indian IT portfolios.<\/strong><\/p>\n<h3 data-section-id=\"zdxx0c\" data-start=\"1208\" data-end=\"1235\">The Hard Market Trigger<\/h3>\n<p data-start=\"1237\" data-end=\"1261\">Over the past two weeks:<\/p>\n<ul data-start=\"1263\" data-end=\"1655\">\n<li data-section-id=\"v16l92\" data-start=\"1263\" data-end=\"1409\">\n<p data-start=\"1265\" data-end=\"1409\"><strong data-start=\"1265\" data-end=\"1339\">Global CIO surveys showed enterprises cutting discretionary IT budgets<\/strong> after rapid AI adoption reduced dependence on outsourced development.<\/p>\n<\/li>\n<li data-section-id=\"81sqdg\" data-start=\"1410\" data-end=\"1540\">\n<p data-start=\"1412\" data-end=\"1540\"><strong data-start=\"1412\" data-end=\"1454\">Brokerages downgraded Indian IT stocks<\/strong>, citing <strong data-start=\"1463\" data-end=\"1539\">AI-led billing compression, pricing pressure, and structural margin risk<\/strong>.<\/p>\n<\/li>\n<li data-section-id=\"1mgqv1f\" data-start=\"1541\" data-end=\"1655\">\n<p data-start=\"1543\" data-end=\"1655\">Large IT firms flagged <strong data-start=\"1566\" data-end=\"1623\">weaker deal pipelines and delayed project conversions<\/strong>, confirming demand-side stress.<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"1657\" data-end=\"1773\"><strong data-start=\"1660\" data-end=\"1773\">This is the first cycle where markets are reacting to <em data-start=\"1716\" data-end=\"1745\">verified revenue disruption<\/em>, not speculative AI fear.<\/strong><\/p>\n<p data-start=\"1775\" data-end=\"1857\">That is why <strong data-start=\"1787\" data-end=\"1857\">valuation compression has been fast, synchronised, and aggressive.<\/strong><\/p>\n<h2 data-section-id=\"1gqitnm\" data-start=\"1864\" data-end=\"1912\">Why This Matters <em data-start=\"1884\" data-end=\"1891\">Today<\/em><\/h2>\n<p data-start=\"1914\" data-end=\"2005\">This phase marks a <strong data-start=\"1933\" data-end=\"1964\">structural inflection point<\/strong> for Indian IT not a cyclical slowdown.<\/p>\n<h3 data-section-id=\"1otdhfb\" data-start=\"2007\" data-end=\"2048\">What Makes This Correction Different?<\/h3>\n<p data-start=\"2050\" data-end=\"2086\">Earlier IT sell-offs were driven by:<\/p>\n<ul data-start=\"2087\" data-end=\"2158\">\n<li data-section-id=\"1wq020k\" data-start=\"2087\" data-end=\"2109\">\n<p data-start=\"2089\" data-end=\"2109\">US recession fears<\/p>\n<\/li>\n<li data-section-id=\"1pzdlx5\" data-start=\"2110\" data-end=\"2138\">\n<p data-start=\"2112\" data-end=\"2138\">Client budget tightening<\/p>\n<\/li>\n<li data-section-id=\"ynkac8\" data-start=\"2139\" data-end=\"2158\">\n<p data-start=\"2141\" data-end=\"2158\">Currency swings<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"2160\" data-end=\"2199\"><strong data-start=\"2160\" data-end=\"2199\">This time, the shock is structural:<\/strong><\/p>\n<blockquote data-start=\"2201\" data-end=\"2280\">\n<p data-start=\"2203\" data-end=\"2280\"><strong data-start=\"2203\" data-end=\"2280\">AI is attacking the core revenue engine itself \u2014 not just slowing demand.<\/strong><\/p>\n<\/blockquote>\n<p data-start=\"2282\" data-end=\"2294\">This is why:<\/p>\n<ul data-start=\"2296\" data-end=\"2539\">\n<li data-section-id=\"1vc0wxq\" data-start=\"2296\" data-end=\"2382\">\n<p data-start=\"2298\" data-end=\"2382\">Nifty IT has entered <strong data-start=\"2319\" data-end=\"2382\">its worst relative underperformance vs Nifty 50 in 15 years<\/strong><\/p>\n<\/li>\n<li data-section-id=\"tmlb3o\" data-start=\"2383\" data-end=\"2470\">\n<p data-start=\"2385\" data-end=\"2470\">Institutions are <strong data-start=\"2402\" data-end=\"2432\">cutting long-term exposure<\/strong>, not just trimming tactical positions<\/p>\n<\/li>\n<li data-section-id=\"jq5wb4\" data-start=\"2471\" data-end=\"2539\">\n<p data-start=\"2473\" data-end=\"2539\">Valuation multiples are being <strong data-start=\"2503\" data-end=\"2518\">reset lower<\/strong>, not merely adjusted<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"2541\" data-end=\"2586\">This is a <strong data-start=\"2551\" data-end=\"2567\">regime shift<\/strong>, not a correction.<\/p>\n<h2 data-section-id=\"1xdcvzd\" data-start=\"2593\" data-end=\"2640\">IT Stocks Bloodbath\u2014Market Damage Snapshot<\/h2>\n<div class=\"TyagGW_tableContainer\">\n<div class=\"group TyagGW_tableWrapper flex flex-col-reverse w-fit\" tabindex=\"-1\">\n<table class=\"w-fit min-w-(--thread-content-width)\" style=\"height: 184px;\" width=\"649\" data-start=\"2642\" data-end=\"2862\">\n<thead data-start=\"2642\" data-end=\"2676\">\n<tr data-start=\"2642\" data-end=\"2676\">\n<th class=\"\" data-start=\"2642\" data-end=\"2650\" data-col-size=\"sm\">Stock<\/th>\n<th class=\"\" data-start=\"2650\" data-end=\"2676\" data-col-size=\"sm\">Fall from 52-Week High<\/th>\n<\/tr>\n<\/thead>\n<tbody data-start=\"2718\" data-end=\"2862\">\n<tr data-start=\"2718\" data-end=\"2733\">\n<td data-start=\"2718\" data-end=\"2724\" data-col-size=\"sm\">TCS<\/td>\n<td data-col-size=\"sm\" data-start=\"2724\" data-end=\"2733\">\u25bc 30%<\/td>\n<\/tr>\n<tr data-start=\"2734\" data-end=\"2751\">\n<td data-start=\"2734\" data-end=\"2742\" data-col-size=\"sm\">Wipro<\/td>\n<td data-start=\"2742\" data-end=\"2751\" data-col-size=\"sm\">\u25bc 33%<\/td>\n<\/tr>\n<tr data-start=\"2752\" data-end=\"2771\">\n<td data-start=\"2752\" data-end=\"2762\" data-col-size=\"sm\">Coforge<\/td>\n<td data-start=\"2762\" data-end=\"2771\" data-col-size=\"sm\">\u25bc 30%<\/td>\n<\/tr>\n<tr data-start=\"2772\" data-end=\"2791\">\n<td data-start=\"2772\" data-end=\"2782\" data-col-size=\"sm\">Infosys<\/td>\n<td data-start=\"2782\" data-end=\"2791\" data-col-size=\"sm\">\u25bc 25%<\/td>\n<\/tr>\n<tr data-start=\"2792\" data-end=\"2815\">\n<td data-start=\"2792\" data-end=\"2806\" data-col-size=\"sm\">LTIMindtree<\/td>\n<td data-col-size=\"sm\" data-start=\"2806\" data-end=\"2815\">\u25bc 21%<\/td>\n<\/tr>\n<tr data-start=\"2816\" data-end=\"2836\">\n<td data-start=\"2816\" data-end=\"2827\" data-col-size=\"sm\">HCL Tech<\/td>\n<td data-col-size=\"sm\" data-start=\"2827\" data-end=\"2836\">\u25bc 19%<\/td>\n<\/tr>\n<tr data-start=\"2837\" data-end=\"2862\">\n<td data-start=\"2837\" data-end=\"2853\" data-col-size=\"sm\">Tech Mahindra<\/td>\n<td data-col-size=\"sm\" data-start=\"2853\" data-end=\"2862\">\u25bc 18%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<p data-start=\"2864\" data-end=\"3008\">This collapse has dragged <strong data-start=\"2890\" data-end=\"2939\">Nifty IT into a decisive structural breakdown<\/strong>, confirming <strong data-start=\"2952\" data-end=\"3008\">capital rotation away from legacy IT service models.<\/strong><\/p>\n<h2 data-section-id=\"19nz8kw\" data-start=\"3015\" data-end=\"3083\">Interpretation Depth: The Exact Causal Chain Behind This Sell-Off<\/h2>\n<p data-start=\"3085\" data-end=\"3117\">Indian IT revenues are built on:<\/p>\n<blockquote data-start=\"3119\" data-end=\"3195\">\n<p data-start=\"3121\" data-end=\"3195\"><strong data-start=\"3121\" data-end=\"3195\">Billing hours \u00d7 Offshore manpower leverage \u00d7 Time-and-material pricing<\/strong><\/p>\n<\/blockquote>\n<p data-start=\"3197\" data-end=\"3248\">AI is now compressing <strong data-start=\"3219\" data-end=\"3248\">all three simultaneously.<\/strong><\/p>\n<h3 data-section-id=\"16018od\" data-start=\"3250\" data-end=\"3282\">How AI Is Breaking the Model<\/h3>\n<ul data-start=\"3284\" data-end=\"3485\">\n<li data-section-id=\"ywgsz\" data-start=\"3284\" data-end=\"3350\">\n<p data-start=\"3286\" data-end=\"3350\">AI automates <strong data-start=\"3299\" data-end=\"3350\">coding, testing, debugging, and cloud migration<\/strong><\/p>\n<\/li>\n<li data-section-id=\"r5upcd\" data-start=\"3351\" data-end=\"3394\">\n<p data-start=\"3353\" data-end=\"3394\">Human effort per project falls <strong data-start=\"3384\" data-end=\"3394\">30\u201350%<\/strong><\/p>\n<\/li>\n<li data-section-id=\"nirg1h\" data-start=\"3395\" data-end=\"3419\">\n<p data-start=\"3397\" data-end=\"3419\">Billing hours shrink<\/p>\n<\/li>\n<li data-section-id=\"1ggl837\" data-start=\"3420\" data-end=\"3451\">\n<p data-start=\"3422\" data-end=\"3451\">Clients renegotiate pricing<\/p>\n<\/li>\n<li data-section-id=\"1eoqft7\" data-start=\"3452\" data-end=\"3485\">\n<p data-start=\"3454\" data-end=\"3485\">Margins compress structurally<\/p>\n<\/li>\n<\/ul>\n<h3 data-section-id=\"1bo0ort\" data-start=\"3487\" data-end=\"3512\">Revenue Risk Estimate<\/h3>\n<ul data-start=\"3514\" data-end=\"3677\">\n<li data-section-id=\"bxus1k\" data-start=\"3514\" data-end=\"3586\">\n<p data-start=\"3516\" data-end=\"3586\"><strong data-start=\"3516\" data-end=\"3586\">12\u201315% of IT sector revenues face immediate AI-driven displacement<\/strong><\/p>\n<\/li>\n<li data-section-id=\"1yhmbhi\" data-start=\"3587\" data-end=\"3677\">\n<p data-start=\"3589\" data-end=\"3677\"><strong data-start=\"3589\" data-end=\"3624\">3\u20135 year pricing pressure cycle<\/strong> likely as enterprises internalise AI-led development<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"3679\" data-end=\"3696\"><strong data-start=\"3679\" data-end=\"3696\">Causal Chain:<\/strong><\/p>\n<blockquote data-start=\"3698\" data-end=\"3791\">\n<p data-start=\"3700\" data-end=\"3791\">AI adoption \u2192 Billing compression \u2192 Pricing pressure \u2192 Margin erosion \u2192 Valuation de-rating<\/p>\n<\/blockquote>\n<p data-start=\"3793\" data-end=\"3876\">This is why the sell-off is <strong data-start=\"3821\" data-end=\"3876\">deep, sustained, and valuation-led not event-led.<\/strong><\/p>\n<h2 data-section-id=\"1gdjdcw\" data-start=\"3883\" data-end=\"3925\">Why This Is Being Called a <a href=\"https:\/\/en.wiktionary.org\/wiki\/Kodak_moment\" rel=\"noopener\">Kodak Moment<\/a><\/h2>\n<p data-start=\"3927\" data-end=\"4064\">Kodak failed <strong data-start=\"3940\" data-end=\"3983\">not because photography demand vanished<\/strong>, but because <strong data-start=\"3997\" data-end=\"4064\">technology destroyed its business model faster than adaptation.<\/strong><\/p>\n<p data-start=\"4066\" data-end=\"4119\">Markets fear Indian IT faces <strong data-start=\"4095\" data-end=\"4119\">similar timing risk:<\/strong><\/p>\n<ul data-start=\"4121\" data-end=\"4313\">\n<li data-section-id=\"d1d87g\" data-start=\"4121\" data-end=\"4174\">\n<p data-start=\"4123\" data-end=\"4174\">Legacy manpower-driven revenue model under threat<\/p>\n<\/li>\n<li data-section-id=\"122a025\" data-start=\"4175\" data-end=\"4219\">\n<p data-start=\"4177\" data-end=\"4219\">High cash flows masking structural decay<\/p>\n<\/li>\n<li data-section-id=\"t4qs1v\" data-start=\"4220\" data-end=\"4262\">\n<p data-start=\"4222\" data-end=\"4262\">Sudden collapse in investor confidence<\/p>\n<\/li>\n<li data-section-id=\"1j2b882\" data-start=\"4263\" data-end=\"4313\">\n<p data-start=\"4265\" data-end=\"4313\">Multi-year valuation de-rating cycle beginning<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"4315\" data-end=\"4370\"><strong data-start=\"4315\" data-end=\"4370\">This is structural repricing\u2014not emotional panic.<\/strong><\/p>\n<h2 data-section-id=\"n06np2\" data-start=\"4377\" data-end=\"4461\">But There Is a Powerful Counter-Opportunity (Why This Is Not Industry Extinction)<\/h2>\n<h3 data-section-id=\"q5muy9\" data-start=\"4463\" data-end=\"4519\">The Hidden Mega Trigger: Legacy System Modernisation<\/h3>\n<p data-start=\"4521\" data-end=\"4644\">Over <strong data-start=\"4526\" data-end=\"4561\">220 billion lines of COBOL code<\/strong> still run the core systems of global banks, insurers, airlines, and telecom firms.<\/p>\n<p data-start=\"4646\" data-end=\"4784\">Migrating these systems into <strong data-start=\"4675\" data-end=\"4714\">AI-native, cloud-first architecture<\/strong> represents a <strong data-start=\"4728\" data-end=\"4784\">$600+ billion multi-year transformation opportunity.<\/strong><\/p>\n<h3 data-section-id=\"1t5leta\" data-start=\"4786\" data-end=\"4810\">Cost-Time Revolution<\/h3>\n<ul data-start=\"4812\" data-end=\"4894\">\n<li data-section-id=\"yviusp\" data-start=\"4812\" data-end=\"4849\">\n<p data-start=\"4814\" data-end=\"4849\">Earlier: <strong data-start=\"4823\" data-end=\"4849\">$210 million \/ 7 years<\/strong><\/p>\n<\/li>\n<li data-section-id=\"muszrm\" data-start=\"4850\" data-end=\"4894\">\n<p data-start=\"4852\" data-end=\"4894\">Now (with AI): <strong data-start=\"4867\" data-end=\"4894\">&lt; $90 million \/ 3 years<\/strong><\/p>\n<\/li>\n<\/ul>\n<p data-start=\"4896\" data-end=\"4901\">This:<\/p>\n<ul data-start=\"4902\" data-end=\"5001\">\n<li data-section-id=\"1p9ni7h\" data-start=\"4902\" data-end=\"4937\">\n<p data-start=\"4904\" data-end=\"4937\">Accelerates enterprise spending<\/p>\n<\/li>\n<li data-section-id=\"rden0x\" data-start=\"4938\" data-end=\"4966\">\n<p data-start=\"4940\" data-end=\"4966\">Shortens decision cycles<\/p>\n<\/li>\n<li data-section-id=\"1hc5zx3\" data-start=\"4967\" data-end=\"5001\">\n<p data-start=\"4969\" data-end=\"5001\">Expands transformation volumes<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"5003\" data-end=\"5019\"><strong data-start=\"5003\" data-end=\"5019\">Translation:<\/strong><\/p>\n<blockquote data-start=\"5021\" data-end=\"5110\">\n<p data-start=\"5023\" data-end=\"5110\">AI destroys low-value billing \u2014 but <strong data-start=\"5059\" data-end=\"5110\">creates ultra-high-value transformation demand.<\/strong><\/p>\n<\/blockquote>\n<p data-start=\"5112\" data-end=\"5204\">This is why <strong data-start=\"5124\" data-end=\"5204\">long-term extinction is unlikely, but structural volatility is unavoidable.<\/strong><\/p>\n<h2 data-section-id=\"1qzhtgy\" data-start=\"5211\" data-end=\"5272\">Valuation Signal: Markets Are Pricing Worst-Case Scenarios<\/h2>\n<p data-start=\"5274\" data-end=\"5299\">Current valuations imply:<\/p>\n<ul data-start=\"5301\" data-end=\"5444\">\n<li data-section-id=\"196wjcm\" data-start=\"5301\" data-end=\"5336\">\n<p data-start=\"5303\" data-end=\"5336\"><strong data-start=\"5303\" data-end=\"5329\">Free cash flow yields:<\/strong> 5\u20136%<\/p>\n<\/li>\n<li data-section-id=\"1lq3zg\" data-start=\"5337\" data-end=\"5383\">\n<p data-start=\"5339\" data-end=\"5383\"><strong data-start=\"5339\" data-end=\"5371\">Terminal growth assumptions:<\/strong> just 5\u20136%<\/p>\n<\/li>\n<li data-section-id=\"1xqwzgw\" data-start=\"5384\" data-end=\"5444\">\n<p data-start=\"5386\" data-end=\"5444\"><strong data-start=\"5386\" data-end=\"5444\">Stock prices 12\u201339% below long-term valuation averages<\/strong><\/p>\n<\/li>\n<\/ul>\n<p data-start=\"5446\" data-end=\"5597\">Markets are pricing <strong data-start=\"5466\" data-end=\"5493\">maximum disruption risk while<\/strong>\u00a0<strong data-start=\"5501\" data-end=\"5542\">underestimating transformation upside, creating<\/strong>\u00a0<strong data-start=\"5554\" data-end=\"5597\">asymmetric long-term opportunity zones.<\/strong><\/p>\n<h2 data-section-id=\"1q17e6a\" data-start=\"5604\" data-end=\"5672\">Trader Usefulness: What To Do Now<\/h2>\n<h3 data-section-id=\"1q473\" data-start=\"5674\" data-end=\"5715\">Nifty IT \u2013 High-Signal Trading Levels<\/h3>\n<div class=\"TyagGW_tableContainer\">\n<div class=\"group TyagGW_tableWrapper flex flex-col-reverse w-fit\" tabindex=\"-1\">\n<table class=\"w-fit min-w-(--thread-content-width)\" style=\"height: 96px;\" width=\"725\" data-start=\"5717\" data-end=\"5969\">\n<thead data-start=\"5717\" data-end=\"5749\">\n<tr data-start=\"5717\" data-end=\"5749\">\n<th class=\"\" data-start=\"5717\" data-end=\"5724\" data-col-size=\"sm\">Zone<\/th>\n<th class=\"\" data-start=\"5724\" data-end=\"5732\" data-col-size=\"sm\">Level<\/th>\n<th class=\"\" data-start=\"5732\" data-end=\"5749\" data-col-size=\"sm\">Market Signal<\/th>\n<\/tr>\n<\/thead>\n<tbody data-start=\"5790\" data-end=\"5969\">\n<tr data-start=\"5790\" data-end=\"5848\">\n<td data-start=\"5790\" data-end=\"5806\" data-col-size=\"sm\">Major Support<\/td>\n<td data-start=\"5806\" data-end=\"5828\" data-col-size=\"sm\"><strong data-start=\"5808\" data-end=\"5827\">33,400 \u2013 33,600<\/strong><\/td>\n<td data-col-size=\"sm\" data-start=\"5828\" data-end=\"5848\">Structural floor<\/td>\n<\/tr>\n<tr data-start=\"5849\" data-end=\"5909\">\n<td data-start=\"5849\" data-end=\"5861\" data-col-size=\"sm\">Breakdown<\/td>\n<td data-col-size=\"sm\" data-start=\"5861\" data-end=\"5880\"><strong data-start=\"5863\" data-end=\"5879\">Below 33,200<\/strong><\/td>\n<td data-col-size=\"sm\" data-start=\"5880\" data-end=\"5909\">Opens <strong data-start=\"5888\" data-end=\"5907\">31,800 \u2013 32,200<\/strong><\/td>\n<\/tr>\n<tr data-start=\"5910\" data-end=\"5969\">\n<td data-start=\"5910\" data-end=\"5927\" data-col-size=\"sm\">Trend Reversal<\/td>\n<td data-col-size=\"sm\" data-start=\"5927\" data-end=\"5946\"><strong data-start=\"5929\" data-end=\"5945\">Above 35,800<\/strong><\/td>\n<td data-col-size=\"sm\" data-start=\"5946\" data-end=\"5969\">Structural recovery<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<p data-start=\"5971\" data-end=\"6048\"><strong data-start=\"5974\" data-end=\"6048\">Until 35,800 is reclaimed \u2192 rallies remain sell-on-rise opportunities.<\/strong><\/p>\n<h2 data-section-id=\"mq7fok\" data-start=\"6055\" data-end=\"6083\">Stock-Level Tactical Map<\/h2>\n<div class=\"TyagGW_tableContainer\">\n<div class=\"group TyagGW_tableWrapper flex flex-col-reverse w-fit\" tabindex=\"-1\">\n<table class=\"w-fit min-w-(--thread-content-width)\" data-start=\"6085\" data-end=\"6355\">\n<thead data-start=\"6085\" data-end=\"6132\">\n<tr data-start=\"6085\" data-end=\"6132\">\n<th class=\"\" data-start=\"6085\" data-end=\"6093\" data-col-size=\"sm\">Stock<\/th>\n<th class=\"\" data-start=\"6093\" data-end=\"6109\" data-col-size=\"sm\">Major Support<\/th>\n<th class=\"\" data-start=\"6109\" data-end=\"6132\" data-col-size=\"sm\">Structural Reversal<\/th>\n<\/tr>\n<\/thead>\n<tbody data-start=\"6188\" data-end=\"6355\">\n<tr data-start=\"6188\" data-end=\"6219\">\n<td data-start=\"6188\" data-end=\"6194\" data-col-size=\"sm\">TCS<\/td>\n<td data-col-size=\"sm\" data-start=\"6194\" data-end=\"6203\">\u20b93,480<\/td>\n<td data-col-size=\"sm\" data-start=\"6203\" data-end=\"6219\">Above \u20b93,820<\/td>\n<\/tr>\n<tr data-start=\"6220\" data-end=\"6255\">\n<td data-start=\"6220\" data-end=\"6230\" data-col-size=\"sm\">Infosys<\/td>\n<td data-col-size=\"sm\" data-start=\"6230\" data-end=\"6239\">\u20b91,420<\/td>\n<td data-col-size=\"sm\" data-start=\"6239\" data-end=\"6255\">Above \u20b91,560<\/td>\n<\/tr>\n<tr data-start=\"6256\" data-end=\"6285\">\n<td data-start=\"6256\" data-end=\"6264\" data-col-size=\"sm\">Wipro<\/td>\n<td data-col-size=\"sm\" data-start=\"6264\" data-end=\"6271\">\u20b9405<\/td>\n<td data-col-size=\"sm\" data-start=\"6271\" data-end=\"6285\">Above \u20b9445<\/td>\n<\/tr>\n<tr data-start=\"6286\" data-end=\"6322\">\n<td data-start=\"6286\" data-end=\"6297\" data-col-size=\"sm\">HCL Tech<\/td>\n<td data-col-size=\"sm\" data-start=\"6297\" data-end=\"6306\">\u20b91,245<\/td>\n<td data-col-size=\"sm\" data-start=\"6306\" data-end=\"6322\">Above \u20b91,360<\/td>\n<\/tr>\n<tr data-start=\"6323\" data-end=\"6355\">\n<td data-start=\"6323\" data-end=\"6330\" data-col-size=\"sm\">LTIM<\/td>\n<td data-col-size=\"sm\" data-start=\"6330\" data-end=\"6339\">\u20b94,580<\/td>\n<td data-col-size=\"sm\" data-start=\"6339\" data-end=\"6355\">Above \u20b95,150<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n<h3 data-section-id=\"1q835vm\" data-start=\"6362\" data-end=\"6392\">Trading Strategy Framework<\/h3>\n<p data-start=\"6394\" data-end=\"6482\"><strong data-start=\"6394\" data-end=\"6425\">Short-Term (1\u201310 sessions):<\/strong><br data-start=\"6425\" data-end=\"6428\" \/>High volatility \u2192 range trades only \u2192 avoid leverage<\/p>\n<p data-start=\"6484\" data-end=\"6555\"><strong data-start=\"6484\" data-end=\"6513\">Medium-Term (1\u20136 months):<\/strong><br data-start=\"6513\" data-end=\"6516\" \/>Accumulate leaders only on panic dips<\/p>\n<p data-start=\"6557\" data-end=\"6656\"><strong data-start=\"6557\" data-end=\"6583\">Long-Term (1\u20133 years):<\/strong><br data-start=\"6583\" data-end=\"6586\" \/>Structural accumulation opportunity if AI-led deal momentum improves<\/p>\n<h2 data-section-id=\"ujrphy\" data-start=\"6663\" data-end=\"6686\">Final Market Verdict<\/h2>\n<p data-start=\"6688\" data-end=\"6754\">This sell-off is <strong data-start=\"6705\" data-end=\"6754\">structural repricing\u2014not panic liquidation.<\/strong><\/p>\n<p data-start=\"6756\" data-end=\"6834\">AI is forcing Indian IT into <strong data-start=\"6785\" data-end=\"6834\">its biggest business-model reset in 25 years.<\/strong><\/p>\n<blockquote data-start=\"6836\" data-end=\"6892\">\n<p data-start=\"6838\" data-end=\"6892\"><strong data-start=\"6838\" data-end=\"6892\">The risk is not AI.<br data-start=\"6859\" data-end=\"6862\" \/>The risk is slow adaptation.<\/strong><\/p>\n<\/blockquote>\n<p data-start=\"6894\" data-end=\"7048\">If execution is swift, <strong data-start=\"6917\" data-end=\"6999\">this phase could become the launchpad for the next multi-year IT growth cycle.<\/strong><br data-start=\"6999\" data-end=\"7002\" \/>If not, <strong data-start=\"7010\" data-end=\"7048\">valuation compression may persist.<\/strong><\/p>\n<h2 data-start=\"7151\" data-end=\"7305\">FAQs<\/h2>\n<p data-start=\"5797\" data-end=\"5947\"><strong data-start=\"5797\" data-end=\"5849\">Q1. Is this IT sell-off temporary or structural?<\/strong><br data-start=\"5849\" data-end=\"5852\" \/>This is <strong data-start=\"5860\" data-end=\"5912\">structural repricing triggered by AI uncertainty<\/strong>, not just earnings disappointment.<\/p>\n<p data-start=\"5949\" data-end=\"6073\"><strong data-start=\"5949\" data-end=\"5992\">Q2. Should traders avoid IT stocks now?<\/strong><br data-start=\"5992\" data-end=\"5995\" \/>Short-term volatility is high. Only <strong data-start=\"6031\" data-end=\"6072\">low-risk, tactical trades are recommended<\/strong>.<\/p>\n<p data-start=\"6075\" data-end=\"6203\"><strong data-start=\"6075\" data-end=\"6123\">Q3. Does AI kill Indian IT\u2019s business model?<\/strong><br data-start=\"6123\" data-end=\"6126\" \/>No, it <strong data-start=\"6134\" data-end=\"6202\">kills low-end services but creates massive transformation demand<\/strong>.<\/p>\n<p data-start=\"6205\" data-end=\"6291\"><strong data-start=\"6205\" data-end=\"6237\">Q4. When can recovery begin?<\/strong><br data-start=\"6237\" data-end=\"6240\" \/>Once <strong data-start=\"6245\" data-end=\"6290\">large AI-driven deal flows become visible<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Market Signal: What Just Happened\u2014And Why Now \u20b96.8 lakh crore wiped out in 28 trading sessions. Nifty IT plunges 19%. Frontline IT stocks crash up to 33%. This is not a routine earnings downgrade cycle. The sell-off accelerated sharply after global CIO surveys and fresh broker downgrades confirmed that AI is already compressing traditional IT [&hellip;]<\/p>\n","protected":false},"author":11,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1362],"tags":[],"ppma_author":[1523],"class_list":{"0":"post-21643","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-finance-and-economy-news"}," _eael_post_view_count":0,"authors":[{"term_id":1523,"user_id":11,"is_guest":0,"slug":"nikki","display_name":"Nikki Lodha","avatar_url":"https:\/\/secure.gravatar.com\/avatar\/ae2e265bd56e0e890c866fbaa55d29846ba20cc5372adf666652268816af117e?s=96&d=mm&r=g","0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":""}],"_links":{"self":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/21643","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/comments?post=21643"}],"version-history":[{"count":9,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/21643\/revisions"}],"predecessor-version":[{"id":21659,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/21643\/revisions\/21659"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media\/21645"}],"wp:attachment":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media?parent=21643"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/categories?post=21643"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/tags?post=21643"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/ppma_author?post=21643"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}