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Watch | Emkay’s Seshadri Sen: IT sell-off overdone, stick to largecaps amid AI disruption
Seshadri Sen, Head of Research & Strategist at Emkay Global Financial Services, says the IT sell-off has overshot fundamentals, creating a tactical opportunity in large-cap names. Despite AI disruption, firms will still need IT vendors for integration and deployment, and AI could expand tech spending. He sees no signs of structural stress and says current pessimism is driven more by narrative than reality.
AI to replace half of Mistral AI's software? Here's what CEO Arthur Mensch said as tech stocks face headwinds
Mistral AI CEO Arthur Mensch said over half of current SaaS software could shift to AI, amid investor fears of disruption. As tech stocks fall globally, Mensch called “replatforming” a major opportunity. Mistral plans its India debut, targeting public and private sector clients.