Indian IT Stocks Defy AI Rout: Why Global Investors Are Coming Back | Firstpost Tech & Trade | 4K

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Global technology stocks are falling as investors question whether massive artificial intelligence spending can generate sustainable returns, while Indian IT stocks are staging a strong rally. Semiconductor markets in the US, South Korea and Taiwan have come under pressure, while the Nifty I-T index rose 19% in July. Foreign investors also returned to Indian equities after selling around $29 billion in the first half of 2026. Indian IT companies face risks from AI-driven automation but could benefit from rising demand for AI integration, data modernisation, security and governance. The sector’s long-term outlook remains uncertain as investors assess whether AI can become a new growth opportunity. Watch this video to know more. 0:00 – Global Tech Sell-Off vs. Indian IT Rally 2:15 – US & Asian Semiconductor Market Pressures 4:30 – Nifty IT Performance & Foreign Institutional Investor (FII) Inflows 6:45 – AI Automation Risks vs. Integration & Modernisation Opportunities 8:50 – Secto

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