http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Mon, 22 Sep 2025 14:26:08 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Investing/Top+Indian+IT+stocks+to+watch+amid+H1B+visa+fee+changes/25360307.html <p>Investing.com -- Investing.com -- The Indian IT sector faces fresh challenges as the U.S. government imposes a $100,000 fee on new H1B visa applications, effective September 21. The move will force IT firms to rethink talent deployment and could pressure profit margins. Jefferies estimates the fee would offset nearly the entire EBIT generated per employee over the visa period, prompting a likely reduction in H1B usage. <br /><br />Still, the broker highlights certain companies as better positioned to adapt.</p> <p><strong>TCS</strong><br />Jefferies views TCS as among the best placed large-cap IT firms to handle the policy shift. H1B employees account for an estimated http://www.streetinsider.com/Investing/Top+Indian+IT+stocks+to+watch+amid+H1B+visa+fee+changes/25360307.html Mon, 22 Sep 2025 14:26:08 -0400 COFO INFY TCS http://www.streetinsider.com/Investing/Top+Indian+IT+stocks+to+watch+amid+H1B+visa+fee+changes/25360307.html <p>Investing.com -- Investing.com -- The Indian IT sector faces fresh challenges as the U.S. government imposes a $100,000 fee on new H1B visa applications, effective September 21. The move will force IT firms to rethink talent deployment and could pressure profit margins. Jefferies estimates the fee would offset nearly the entire EBIT generated per employee over the visa period, prompting a likely reduction in H1B usage. <br /><br />Still, the broker highlights certain companies as better positioned to adapt.</p> <p><strong>TCS</strong><br />Jefferies views TCS as among the best placed large-cap IT firms to handle the policy shift. H1B employees account for an estimated http://www.streetinsider.com/Investing/Top+Indian+IT+stocks+to+watch+amid+H1B+visa+fee+changes/25360307.html Mon, 22 Sep 2025 14:26:08 -0400 COFO INFY TCS http://www.streetinsider.com/Investing/Top+Indian+IT+stocks+to+watch+amid+H1B+visa+fee+changes/25360307.html <p>Investing.com -- Investing.com -- The Indian IT sector faces fresh challenges as the U.S. government imposes a $100,000 fee on new H1B visa applications, effective September 21. The move will force IT firms to rethink talent deployment and could pressure profit margins. Jefferies estimates the fee would offset nearly the entire EBIT generated per employee over the visa period, prompting a likely reduction in H1B usage. <br /><br />Still, the broker highlights certain companies as better positioned to adapt.</p> <p><strong>TCS</strong><br />Jefferies views TCS as among the best placed large-cap IT firms to handle the policy shift. H1B employees account for an estimated http://www.streetinsider.com/Investing/Top+Indian+IT+stocks+to+watch+amid+H1B+visa+fee+changes/25360307.html Mon, 22 Sep 2025 14:26:08 -0400 COFO INFY TCS http://www.streetinsider.com/General+News/Top+Indian+IT+stocks+to+watch+amid+H1B+visa+fee+changes/25360307.html <p>Investing.com -- Investing.com -- The Indian IT sector faces fresh challenges as the U.S. government imposes a $100,000 fee on new H1B visa applications, effective September 21. The move will force IT firms to rethink talent deployment and could pressure profit margins. Jefferies estimates the fee would offset nearly the entire EBIT generated per employee over the visa period, prompting a likely reduction in H1B usage. <br /><br />Still, the broker highlights certain companies as better positioned to adapt.</p> <p><strong>TCS</strong><br />Jefferies views TCS as among the best placed large-cap IT firms to handle the policy shift. H1B employees account for an estimated http://www.streetinsider.com/General+News/Top+Indian+IT+stocks+to+watch+amid+H1B+visa+fee+changes/25360307.html Mon, 22 Sep 2025 14:26:08 -0400 COFO INFY TCS http://www.streetinsider.com/General+News/Top+Indian+IT+stocks+to+watch+amid+H1B+visa+fee+changes/25360307.html <p>Investing.com -- Investing.com -- The Indian IT sector faces fresh challenges as the U.S. government imposes a $100,000 fee on new H1B visa applications, effective September 21. The move will force IT firms to rethink talent deployment and could pressure profit margins. Jefferies estimates the fee would offset nearly the entire EBIT generated per employee over the visa period, prompting a likely reduction in H1B usage. <br /><br />Still, the broker highlights certain companies as better positioned to adapt.</p> <p><strong>TCS</strong><br />Jefferies views TCS as among the best placed large-cap IT firms to handle the policy shift. H1B employees account for an estimated http://www.streetinsider.com/General+News/Top+Indian+IT+stocks+to+watch+amid+H1B+visa+fee+changes/25360307.html Mon, 22 Sep 2025 14:26:08 -0400 COFO INFY TCS http://www.streetinsider.com/General+News/Top+Indian+IT+stocks+to+watch+amid+H1B+visa+fee+changes/25360307.html <p>Investing.com -- Investing.com -- The Indian IT sector faces fresh challenges as the U.S. government imposes a $100,000 fee on new H1B visa applications, effective September 21. The move will force IT firms to rethink talent deployment and could pressure profit margins. Jefferies estimates the fee would offset nearly the entire EBIT generated per employee over the visa period, prompting a likely reduction in H1B usage. <br /><br />Still, the broker highlights certain companies as better positioned to adapt.</p> <p><strong>TCS</strong><br />Jefferies views TCS as among the best placed large-cap IT firms to handle the policy shift. H1B employees account for an estimated http://www.streetinsider.com/General+News/Top+Indian+IT+stocks+to+watch+amid+H1B+visa+fee+changes/25360307.html Mon, 22 Sep 2025 14:26:08 -0400 COFO INFY TCS http://www.streetinsider.com/Investing/DeepSeek+AI+breakthrough+to+benefit+Indian+IT+stocks%2C+Bernstein+says/24264993.html <p>Investing.com -- Bernstein said Indian IT firms such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Infosys </span></span> Ltd (NSE:INFY) and <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Tata Consultancy Services </span></span> Ltd. (NSE:TCS) stand to benefit as the launch of DeepSeek’s generative AI models lowers inference costs, accelerating enterprise adoption.</p> <p>The brokerage expects AI projects to move beyond pilot stages, driving large-scale implementation across industries. Unlike semiconductor and hardware firms that benefit in the early stages of AI adoption, IT services companies typically gain in mid-to-late cycles as enterprises build AI-powered applications, Bernstein noted.</p> <p>“We remain positive on large Indian IT service stocks but also niche SMIDs and http://www.streetinsider.com/Investing/DeepSeek+AI+breakthrough+to+benefit+Indian+IT+stocks%2C+Bernstein+says/24264993.html Wed, 29 Jan 2025 12:01:48 -0400 COFO INFY PERS TCS http://www.streetinsider.com/Investing/DeepSeek+AI+breakthrough+to+benefit+Indian+IT+stocks%2C+Bernstein+says/24264993.html <p>Investing.com -- Bernstein said Indian IT firms such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Infosys </span></span> Ltd (NSE:INFY) and <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Tata Consultancy Services </span></span> Ltd. (NSE:TCS) stand to benefit as the launch of DeepSeek’s generative AI models lowers inference costs, accelerating enterprise adoption.</p> <p>The brokerage expects AI projects to move beyond pilot stages, driving large-scale implementation across industries. Unlike semiconductor and hardware firms that benefit in the early stages of AI adoption, IT services companies typically gain in mid-to-late cycles as enterprises build AI-powered applications, Bernstein noted.</p> <p>“We remain positive on large Indian IT service stocks but also niche SMIDs and http://www.streetinsider.com/Investing/DeepSeek+AI+breakthrough+to+benefit+Indian+IT+stocks%2C+Bernstein+says/24264993.html Wed, 29 Jan 2025 12:01:48 -0400 COFO INFY PERS TCS http://www.streetinsider.com/Investing/DeepSeek+AI+breakthrough+to+benefit+Indian+IT+stocks%2C+Bernstein+says/24264993.html <p>Investing.com -- Bernstein said Indian IT firms such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Infosys </span></span> Ltd (NSE:INFY) and <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Tata Consultancy Services </span></span> Ltd. (NSE:TCS) stand to benefit as the launch of DeepSeek’s generative AI models lowers inference costs, accelerating enterprise adoption.</p> <p>The brokerage expects AI projects to move beyond pilot stages, driving large-scale implementation across industries. Unlike semiconductor and hardware firms that benefit in the early stages of AI adoption, IT services companies typically gain in mid-to-late cycles as enterprises build AI-powered applications, Bernstein noted.</p> <p>“We remain positive on large Indian IT service stocks but also niche SMIDs and http://www.streetinsider.com/Investing/DeepSeek+AI+breakthrough+to+benefit+Indian+IT+stocks%2C+Bernstein+says/24264993.html Wed, 29 Jan 2025 12:01:48 -0400 COFO INFY PERS TCS http://www.streetinsider.com/Investing/DeepSeek+AI+breakthrough+to+benefit+Indian+IT+stocks%2C+Bernstein+says/24264993.html <p>Investing.com -- Bernstein said Indian IT firms such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Infosys </span></span> Ltd (NSE:INFY) and <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Tata Consultancy Services </span></span> Ltd. (NSE:TCS) stand to benefit as the launch of DeepSeek’s generative AI models lowers inference costs, accelerating enterprise adoption.</p> <p>The brokerage expects AI projects to move beyond pilot stages, driving large-scale implementation across industries. Unlike semiconductor and hardware firms that benefit in the early stages of AI adoption, IT services companies typically gain in mid-to-late cycles as enterprises build AI-powered applications, Bernstein noted.</p> <p>“We remain positive on large Indian IT service stocks but also niche SMIDs and http://www.streetinsider.com/Investing/DeepSeek+AI+breakthrough+to+benefit+Indian+IT+stocks%2C+Bernstein+says/24264993.html Wed, 29 Jan 2025 12:01:48 -0400 COFO INFY PERS TCS http://www.streetinsider.com/General+News/DeepSeek+AI+breakthrough+to+benefit+Indian+IT+stocks%2C+Bernstein+says/24264993.html <p>Investing.com -- Bernstein said Indian IT firms such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Infosys </span></span> Ltd (NSE:INFY) and <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Tata Consultancy Services </span></span> Ltd. (NSE:TCS) stand to benefit as the launch of DeepSeek’s generative AI models lowers inference costs, accelerating enterprise adoption.</p> <p>The brokerage expects AI projects to move beyond pilot stages, driving large-scale implementation across industries. Unlike semiconductor and hardware firms that benefit in the early stages of AI adoption, IT services companies typically gain in mid-to-late cycles as enterprises build AI-powered applications, Bernstein noted.</p> <p>“We remain positive on large Indian IT service stocks but also niche SMIDs and http://www.streetinsider.com/General+News/DeepSeek+AI+breakthrough+to+benefit+Indian+IT+stocks%2C+Bernstein+says/24264993.html Wed, 29 Jan 2025 12:01:48 -0400 COFO INFY PERS TCS http://www.streetinsider.com/General+News/DeepSeek+AI+breakthrough+to+benefit+Indian+IT+stocks%2C+Bernstein+says/24264993.html <p>Investing.com -- Bernstein said Indian IT firms such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Infosys </span></span> Ltd (NSE:INFY) and <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Tata Consultancy Services </span></span> Ltd. (NSE:TCS) stand to benefit as the launch of DeepSeek’s generative AI models lowers inference costs, accelerating enterprise adoption.</p> <p>The brokerage expects AI projects to move beyond pilot stages, driving large-scale implementation across industries. Unlike semiconductor and hardware firms that benefit in the early stages of AI adoption, IT services companies typically gain in mid-to-late cycles as enterprises build AI-powered applications, Bernstein noted.</p> <p>“We remain positive on large Indian IT service stocks but also niche SMIDs and http://www.streetinsider.com/General+News/DeepSeek+AI+breakthrough+to+benefit+Indian+IT+stocks%2C+Bernstein+says/24264993.html Wed, 29 Jan 2025 12:01:48 -0400 COFO INFY PERS TCS http://www.streetinsider.com/General+News/DeepSeek+AI+breakthrough+to+benefit+Indian+IT+stocks%2C+Bernstein+says/24264993.html <p>Investing.com -- Bernstein said Indian IT firms such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Infosys </span></span> Ltd (NSE:INFY) and <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Tata Consultancy Services </span></span> Ltd. (NSE:TCS) stand to benefit as the launch of DeepSeek’s generative AI models lowers inference costs, accelerating enterprise adoption.</p> <p>The brokerage expects AI projects to move beyond pilot stages, driving large-scale implementation across industries. Unlike semiconductor and hardware firms that benefit in the early stages of AI adoption, IT services companies typically gain in mid-to-late cycles as enterprises build AI-powered applications, Bernstein noted.</p> <p>“We remain positive on large Indian IT service stocks but also niche SMIDs and http://www.streetinsider.com/General+News/DeepSeek+AI+breakthrough+to+benefit+Indian+IT+stocks%2C+Bernstein+says/24264993.html Wed, 29 Jan 2025 12:01:48 -0400 COFO INFY PERS TCS http://www.streetinsider.com/General+News/DeepSeek+AI+breakthrough+to+benefit+Indian+IT+stocks%2C+Bernstein+says/24264993.html <p>Investing.com -- Bernstein said Indian IT firms such as <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Infosys </span></span> Ltd (NSE:INFY) and <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Tata Consultancy Services </span></span> Ltd. (NSE:TCS) stand to benefit as the launch of DeepSeek’s generative AI models lowers inference costs, accelerating enterprise adoption.</p> <p>The brokerage expects AI projects to move beyond pilot stages, driving large-scale implementation across industries. Unlike semiconductor and hardware firms that benefit in the early stages of AI adoption, IT services companies typically gain in mid-to-late cycles as enterprises build AI-powered applications, Bernstein noted.</p> <p>“We remain positive on large Indian IT service stocks but also niche SMIDs and http://www.streetinsider.com/General+News/DeepSeek+AI+breakthrough+to+benefit+Indian+IT+stocks%2C+Bernstein+says/24264993.html Wed, 29 Jan 2025 12:01:48 -0400 COFO INFY PERS TCS