The IT Sector Bloodbath: Is Generative AI Finally Factored Into the Stock Price?
The Indian indices are witnessing a brutal sea of red this February 13, 2026, with the Nifty IT index leading the downward spiral. Today’s 5% crash in heavyweights like Infosys and TCS as more than just a routine correction; it is a profound "repricing of reality." For years, Indian IT thrived on the linear growth of labor arbitrage, but the rapid integration of advanced AI agents has forced investors to question the traditional billing model. Today’s panic, triggered by underwhelming global tech guidance and the rising capability of autonomous coding models, suggests that the market is no longer pricing these giants based on headcount, but on their ability to pivot from "service providers" to "AI architects." For the seasoned investor, this volatility isn't necessarily a signal to exit, but a mandate to be selective. While the headline numbers look grim—with the Sensex shedding nearly 900 points—it is crucial to distinguish between temporary sentiment...