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Infosys

Infosys Limited

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Infosys is a leading global IT services provider, with nearly 250,000 employees. Based in Bengaluru, the Indian IT services firm leverages its offshore outsourcing model to derive 60% of its revenue from North America. The company offers traditional IT services offerings: consulting, managed services and cloud infrastructure services, and business process outsourcing as a service.

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이번 주 미국 라스베이거스에서 열린 &#39;HPE 디스커버(Discover) 2024&#39; 이벤트에서 휴렛 팩커드 앤터프라이즈(NYSE:HPE)와 엔비디아는 기업용 인공 지능(AI) 환경 혁신을 목표로 하는 강력한 협업을 공개했다.

엔비디아와 휴렛 팩커드(HPE)가 기업용 AI 시장을 지배하기 위해 협업: JP모건

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Shares of IT services companies are trading higher after Donald Trump won the 2024 presidential election.

Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) could soon unlock value from a new economy as it grapples with the U.S.&#8217;s geopolitical tensions with China and allies, which are manifesting in semiconductor technology embargoes on the nations that are the U.S. chip designer&#8217;s major markets.
On Tuesday, Nvidia CEO Jensen Huang revealed new partnerships <a target="_blank" href="https://www.benzinga.com/government/24/10/41462536/nvidia-accelerates-global-growth-eyes-ai-chip-development-in-india-and-expansion-in-thailand" rel="noreferrer noopener">with Indian firms</a>, aiming to expand the deployment of its AI chips.
Indian IT giants, including Infosys Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>), TCS, Tech Mahindra, and Wipro Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WIT#NYSE">WIT</a>), are <a target="_blank" href="https://blogs.nvidia.com/blog/accelerating-india-ai-adoption/" rel="noreferrer noopener">deepening their partnership</a> with Nvidia to accelerate AI adoption, create new jobs, and reskill nearly half a million developers.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/24/10/41499604/uber-analyst-bets-new-verticals-partnerships-will-drive-q3-gains" rel="noreferrer noopener">Uber Analyst Bets New Verticals, Partnerships Will Drive Q3 Gains</a>
India&#8217;s IT sector, valued at $14.5 billion in 2023, is vital in meeting the rising demand for generative AI applications in healthcare, agriculture, and manufacturing.
Goldman Sachs predicts that AI could automate up to 20% of work tasks in emerging economies like India, a trend these companies are preparing for by investing heavily in AI training.
Nvidia&#8217;s consulting partners, such as Infosys and Wipro, use Nvidia AI Enterprise to build customized generative AI applications.
Tech Mahindra introduced Project Indus 2.0, an advanced Hindi-based AI model built on Nvidia&#8217;s NIM microservice. This initiative brings generative AI into mainstream applications, catering to India&#8217;s language needs.
Nvidia&#8217;s NIM Agent Blueprint for customer service, announced at the Nvidia AI Summit in India, will help these consulting giants quickly develop AI-powered virtual assistants for call centers.
Powered by RAG and NeMo Guardrails, this blueprint ensures efficient, context-aware customer interactions and is customized for clients with India-specific large language models.
India&#8217;s top cloud infrastructure providers and server manufacturers rapidly scale their <a target="_blank" href="https://blogs.nvidia.com/blog/india-ai-infrastructure/" rel="noreferrer noopener">data center capacities</a>. By the end of the year, Nvidia GPU deployment in India will have increased nearly tenfold compared to 18 months ago.
Tens of thousands of Nvidia Hopper GPUs are being added to power large-scale AI factories, supporting major Indian businesses, startups, and research centers in running AI workloads both in the cloud and on-premises.
This accelerated expansion, announced at the Nvidia AI Summit in Mumbai, is spearheaded by Yotta Data Services, Tata Communications, E2E Networks, and Netweb.
Yotta Data Services is bringing AI to Indian enterprises through its Shakti Cloud platform, leveraging Nvidia AI Enterprise and Hopper GPUs to support generative AI and AI education.
Indian billionaire Mukesh Ambani and Jensen Huang <a target="_blank" href="https://www.benzinga.com/markets/asia/24/10/41509500/nvidia-ceo-jensen-huang-meets-indian-billionaire-mukesh-ambani-duo-forge-partnership-to-build-ai-inf" rel="noreferrer noopener">discussed AI developments</a> during a fireside chat at the Nvidia AI Summit in Mumbai. Huang highlighted India&#8217;s renowned IT industry and Nvidia&#8217;s partnership with Reliance to build a 1-gigawatt AI infrastructure center in Gujarat.
At the <a target="_blank" href="https://blogs.nvidia.com/blog/india-robotics-nvidia/" rel="noreferrer noopener">Nvidia AI Summit</a> in Mumbai, companies like Addverb showcase how Nvidia&#8217;s platforms, such as Isaac Sim and Omniverse, create digital twins of real-world environments for robot testing and optimization. Ottonomy uses Nvidia TensorRT and Jetson platforms to power its autonomous robots for last-mile deliveries across North America, Europe, and the Middle East.
At the ongoing Nvidia AI Summit in Mumbai, 50 Indian startups showcase <a target="_blank" href="https://blogs.nvidia.com/blog/india-inception-ai-startups/" rel="noreferrer noopener">AI-driven solutions</a> in customer service, healthcare, and robotics.
Bengaluru-based CoRover.ai, an Nvidia Inception member, already has over a billion users for its conversational AI platform, which supports over 100 languages, including Hindi and English. The platform powers the IRCTC&#8217;s chatbot, AskDISHA, which handles over 150,000 daily queries for Indian Railway passengers.
Nvidia also scored a win Wednesday by announcing the <a target="_blank" href="https://www.benzinga.com/news/24/10/41494373/whats-going-on-with-nvidia-stock-on-wednesday" rel="noreferrer noopener">resolution of a</a> flaw in its highly anticipated Blackwell chip, which could help the chip designer reach a valuation of $10 trillion in 2025.
Nvidia stock is up 220% in the last 12 months as US Big Techs led by Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>),&nbsp;Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)&nbsp;Google, and&nbsp;Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) aggressively chase their AI ambitions.
Price Action: NVDA stock traded higher by 1.42% at $141.54 at the last check on Thursday.
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Nvidia Chases Growth in India: AI Partnerships With Reliance, Infosys, Wipro, Expanding into Robotics And Key Industries

<a href="https://www.infosys.com/">Infosys</a>&nbsp;(NSE: INFY), (BSE: INFY), (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>), a global leader in next-generation digital services and consulting, today announced the launch of its small language models – Infosys Topaz BankingSLM and Infosys Topaz ITOpsSLM – built using the powerful <a href="https://www.nvidia.com/en-us/">NVIDIA</a>&nbsp;AI Stack. The collaboration leverages NVIDIA AI and <a href="https://www.infosys.com/services/data-ai-topaz.html">Infosys Topaz</a>&nbsp;offerings to provide a robust foundation for implementing and scaling enterprise AI. These models are developed as part of the Infosys center of excellence dedicated to NVIDIA technologies and built to help businesses quickly adopt and scale AI.
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The small language models utilize general and industry-specific data, enhanced by <a href="https://www.nvidia.com/en-us/data-center/products/ai-enterprise/">NVIDIA's AI Enterprise</a>&nbsp;and <a href="https://www.nvidia.com/en-us/ai/foundry/?ncid=pa-srch-goog-202907-AI-Foundry-Brand-e&amp;_bt=713540544685&amp;_bk=nvidia%20ai%20foundry&amp;_bm=e&amp;_bn=g&amp;_bg=167624923099&amp;gad_source=1&amp;gbraid=0AAAAAD4XAoFf_hc9KSL4s6qte0CKGLrpB&amp;gclid=EAIaIQobChMI0s_Zv7iiiQMVPBatBh3wdzAIEAAYASAAEgLe2_D_BwE">NVIDIA AI Foundry</a>&nbsp;in collaboration with <a href="https://www.sarvam.ai/">Sarvam AI</a>. The models are fine-tuned with Infosys data and integrated into existing offerings, like <a href="https://www.edgeverve.com/finacle/">Infosys Finacle</a>&nbsp;and Infosys Topaz for business and IT operations, creating robust foundational models for industry-specific applications. Infosys also provides these models as services that include pretraining-as-a-service and fine-tuning-as-a-service, to help businesses build their own custom AI models securely, in compliance with industry standards.
As part of the center of excellence, Infosys is working with NVIDIA on <a href="https://www.nvidia.com/en-in/ai-data-science/ai-workflows/">NIMTM Agent Blueprints</a>&nbsp;to streamline AI application development and integrate innovations such as the <a href="https://blogs.nvidia.com/blog/accelerating-india-ai-adoption">new Digital Human blueprint for customer service</a>, multimodal PDF data extraction and various other use cases for Infosys Topaz offerings. Beyond these, the collaboration extends to digitalization efforts, addressing areas like 3D workflows and digital twins with <a href="https://www.nvidia.com/en-us/omniverse/enterprise/">NVIDIA Omniverse Enterprise</a>, and <a href="https://www.infosys.com/services/data-ai-topaz/offerings/responsible-ai.html">Infosys Responsible AI</a>&nbsp;suite, using NVIDIA <a href="https://www.nvidia.com/en-us/ai-data-science/products/nemo/">NeMo Guardrails</a>. The center of excellence also unveiled an exclusive AI Experience Zone, featuring the latest capabilities from NVIDIA AI and Infosys Topaz. The zone is designed to foster co-innovation in AI solutions, such as agentic and physical AI use cases, across sectors such as telecommunications, retail, and financial services.

Infosys Leverages NVIDIA AI to Launch New Small Language Models for Banking and IT Operations

Leverages Meta's Llama stack to democratize access to AI technology

Infosys Enhances Meta Collaboration To Drive Generative AI Innovation Through Open-Source Initiatives

BMO Capital analyst Keith Bachman maintains Infosys (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>) with a Market Perform and raises the price target from $23 to $25.

Price Target

BMO Capital Maintains Market Perform on Infosys, Raises Price Target to $25

Infosys (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>) raises FY2025 sales outlook from $19.12 billion-19.30 billion to $19.26 billion-19.40 billion.

Guidance

Revenue for 2025 FY is expected to up by 3.75%-4.50% in constant currency.

Infosys shares are trading lower. The company reported Q2 financial results.

Guidance for FY25: • Revenue growth of 3.75%-4.50% in constant currency • Operating margin of 20%-22%

Infosys Expects FY25 Revenue Growth of 3.75%-4.50% (Prior 3%-4%) in Constant Currency, Reiterated Operating Margin of 20%-22%

Infosys (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>) reported quarterly earnings of $0.19 per share which met the analyst consensus estimate. The company reported quarterly sales of $4.894 billion which beat the analyst consensus estimate of $4.841 billion by 1.09 percent. This is a 3.73 percent increase over sales of $4.718 billion the same period last year.

Earnings

Earnings Beats

Infosys Q2 2025 GAAP EPS $0.19, Inline, Sales $4.894B Beat $4.841B Estimate

Contracts

Infosys Collaborates With Zooplus, A German E-commerce Company, To Enhance Its Service Capability And Scalability, The Collaboration Will Establish A Global Capability Center In Hyderabad, India

Infosys Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>) expanded its collaboration with Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) to accelerate the adoption of generative AI <a target="_blank" href="https://www.benzinga.com/pressreleases/24/10/n41245976/infosys-and-microsoft-expand-strategic-collaboration-to-accelerate-customer-adoption-of-the-micros" rel="noreferrer noopener">and Microsoft Azure worldwide</a>.
This strategic partnership aims to help joint customers of Infosys and Microsoft maximize the value of their technology investments and achieve transformative results.
Infosys began its collaboration with Microsoft by adopting GitHub Copilot, enhancing code modernization and completion efficiencies.
With its new GitHub Center of Excellence (CoE), Infosys is set to drive enterprise AI innovation for global customers.
Infosys will serve as a strategic supplier to enhance Microsoft&#8217;s Cloud and AI workloads for enterprise customers.
The partnership integrates Microsoft's generative AI offerings into Infosys' solutions, driving cost-efficiency and scalability.
Anand Swaminathan,&nbsp;EVP and Global Industry Leader &#8211; Communications, Media and Technology, Infosys, said, &#8220;This collaboration addresses various business problems by delivering heightened value to clients through a customer-centric approach, providing scalability, agility, and cost-efficiency across key sectors like Finance, Healthcare, Supply Chain, and Telecommunications.&#8221;
Nicole Dezen, Chief Partner Officer at Microsoft,&nbsp;said,&nbsp;&#8220;Our expanded collaboration with Infosys will transform industries, enhance business operations, elevate employee experiences, and deliver new value for customers. Together, we will harness the power of generative AI to deliver innovative solutions, drive AI Adoption and&nbsp; enable unprecedented innovation for customers.&#8221;
On Tuesday, Infosys extended its four-year partnership with Old National Bancorp for operational <a target="_blank" href="https://www.benzinga.com/pressreleases/24/10/n41226413/infosys-collaboration-with-old-national-is-accelerating-the-banks-operational-and-technological-tr" rel="noreferrer noopener">transformation and process digitization</a>.
Investors can gain exposure to the stock via VanEck ETF Trust VanEck Digital India ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DGIN#NYSE">DGIN</a>) and First Trust NASDAQ Cybersecurity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIBR#NASDAQ">CIBR</a>).
Price Action: INFY shares are up 0.26% at $23.38 premarket at the last check Wednesday.
Image: Shutterstock/ IgorGolovniov
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Infosys Expands Partnership With Microsoft, Generative AI Set To Transform Global Industries

Infosys Reports Expansion Of Collaboration With Microsoft

<a href="https://www.infosys.com/en.html">Infosys</a>&nbsp;(NSE: INFY) (BSE: INFY) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>), a global leader in next-generation digital services and consulting, and <a href="https://www.oldnational.com/">Old National Bank</a>&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ONB#NASDAQ">ONB</a>), the sixth largest commercial bank headquartered in the Midwest, recently entered into a&nbsp;strategic expansion of their four-year collaboration. This deepening of a highly successful relationship enables Old National to leverage Infosys services, solutions and platforms for operations transformation and process digitization powered by automation and GenAI, and transformation of key business areas.
Since 2020, Infosys has helped Old National modernize its digital landscape using a highly efficient, self-funding model.&nbsp;The resulting uplift in stability, resiliency and improved client experience has served to accelerate and sustain Old National's growth.

Infosys' And Old National Entered Into A Strategic Expansion Of Their 4-Year Collaboration

<a href="https://www.infosys.com/">Infosys</a>&nbsp;(NSE: INFY) (BSE:INFY) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>), a global leader in next-generation digital services and consulting, and&nbsp;the <a href="https://apc01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fresearch.handelsblatt.com%2F&amp;data=05%7C02%7Cmelvin.alex%40infosys.com%7C602b14f394fa44c6735008dce153e5ab%7C63ce7d592f3e42cda8ccbe764cff5eb6%7C0%7C0%7C638632997682173109%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&amp;sdata=0x00%2FuUYMDAkk6XBU8mTLNyP6V2jz6yq9tOuWeGyl90%3D&amp;reserved=0">Handelsblatt Research Institute</a>&nbsp;(HRI), an independent economic research institute under the umberella of the Handelsblatt Media Group in Germany, today announced the launch of its first research report titled "<a href="https://apc01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fresearch.handelsblatt.com%2Fki-trend-report%2F&amp;data=05%7C02%7Cmelvin.alex%40infosys.com%7C602b14f394fa44c6735008dce153e5ab%7C63ce7d592f3e42cda8ccbe764cff5eb6%7C0%7C0%7C638632997682196132%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&amp;sdata=KnwHUFmkgaMiUtgfAk0UCCR65U8WDcp7Ar4r39D%2FKk0%3D&amp;reserved=0">AI Trend Report: How AI is Transforming Industries</a>," leveraging <a href="https://www.infosys.com/services/data-ai-topaz.html">Infosys Topaz</a>, an AI-first offering using generative AI technologies. The report provides in-depth analysis of the possible applications of artificial intelligence (AI) in select industries. The unique generative AI solution powering this report will allow readers to interact with and customize the content as per their requirement.
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The trend report explores AI from two perspectives: a view into the broad economic implications, and a showcase of specific applications across industries like retail, healthcare, agriculture, and logistics. It also analyses the potential role of AI in manufacturing. Instead of traditional, non-editable PDFs, users can customize the AI powered <a href="https://apc01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fresearch.handelsblatt.com%2Fki-trend-report%2F&amp;data=05%7C02%7Cmelvin.alex%40infosys.com%7C602b14f394fa44c6735008dce153e5ab%7C63ce7d592f3e42cda8ccbe764cff5eb6%7C0%7C0%7C638632997682237230%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&amp;sdata=ygA3FzxAQZVvxbz%2B6FXFUGe6bO1casFYaed7hrmpuFo%3D&amp;reserved=0">online edition</a>&nbsp;of the report using a wide range of options including interactive graphics, summarizing the content, shortening the text to the desired reading time, converting it to audio, or translating it into English. Additionally, users can interact with a customized dashboard to access these options.
This is the first report resulting from the strategic collaboration between&nbsp;Infosys and HRI and involves design and project management expertise from <a href="https://apc01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.wongdoody.com%2F&amp;data=05%7C02%7Cmelvin.alex%40infosys.com%7C602b14f394fa44c6735008dce153e5ab%7C63ce7d592f3e42cda8ccbe764cff5eb6%7C0%7C0%7C638632997682306868%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&amp;sdata=flaR%2FItFPrYDAsEQO0YoDooA4Y6sVYG2DbjokfwDgas%3D&amp;reserved=0">Wongdoody</a>, Infosys' human experience agency&nbsp;and the technical expertise of the Infosys AI &amp; Analytics team.
HRI has consistently redefined the digital storytelling of its reports in recent years. Through its collaboration with Infosys, HRI is now pushing the boundaries of digital information dissemination, ensuring that HRI trend report is presented in an engaging and accessible manner. The reports are known for their intelligent and reliable scientific analysis, and serve as an open source of economic and financial information.

Infosys and Handelsblatt Unveil AI Report Transforming Industries with Interactive Insights

Infosys Announces Strategic Collaboration With Sally Beauty To Bring Enterprise-Scale IT Efficiencies From Hyper-Automation

This engagement aims to create a base for Polestar&#39;s development of in-car infotainment, Software and Electrical / Electronics (SW&amp;EE) engineering, user experience (UX), and cloud-powered digital services.
Infosys will establish a global technology hub for Polestar at its development center in Bengaluru,&nbsp;India.&nbsp;

PSNY

Infosys Enters Strategic Collaboration With Polestar; Infosys To Establish Global Technology Hub For Polestar At Its Development Center In Bengaluru, India

Infosys ((NSE, BSE, NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>), a global leader in nextgeneration digital services and consulting, today announced it is extending its strategic collaboration with Posti, the leading delivery and logistics services provider in Finland, Sweden, and the Baltics. As part of the engagement, Infosys will help Posti enhance customer experience and operational efficiency while continuing to innovate, scale, and grow its IT operations

Infosys, Posti Extend Strategic Collaboration

UK's Community Bank Metro Bank Enters Long-term Collaboration With Infosys To Enhance Some Of Its IT And Support Functions

Erste Group analyst Hans Engel upgrades Infosys (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>) from Hold to Buy.

Upgrades

Erste Group Upgrades Infosys to Buy

Infosys Partners With Clearstream To Enhance D7 Platform To Accelerate Time-to-market For Exchange Group's Customers And Improve Profitability

Infosys (INFY​​​​​​​) is a leading global IT services provider, with nearly 250,000 employees. Over the past year, Infosys's share price declined 5.4% as of Tuesday's market close.

Current Report: Infosys

Infosys: Growth Should Inflect Positively In The Coming Quarters

With interest rate cuts and China's stimulus fueling growth, emerging market stocks are gaining momentum. As the global landscape evolves, now might be an opportune time to consider investing in fundamentally sound companies like Taiwan Semiconductor Manufacturing Company Limited (TSM), Infosys Limited (INFY), and Deutsche Bank (DB). Read on… Emerging market (EM) stocks are having an exceptional year, with the MSCI Emerging Markets Investable Market Index up 15% year-to-date. As the Federal Reserve and other central banks begin cutting interest rates, these markets are set to keep climbing.
In this environment, companies like Taiwan Semiconductor Manufacturing Company Limited (<a href="https://stocknews.com/stock/TSM/">TSM</a>), Infosys Limited (<a href="https://stocknews.com/stock/INFY/">INFY</a>), and Deutsche Bank Aktiengesellschaft (<a href="https://stocknews.com/stock/DB/">DB</a>) are well-positioned to take advantage of the changing global landscape.
Promisingly, <a href="https://www.lazardassetmanagement.com/research-insights/outlooks/emerging-markets">EM equities outperformed developed markets</a> (DM) last quarter, gaining 8.7% versus 6.4%, marking two straight quarters of EM outperformance since 2020. The rally began with the Fed's rate cuts in mid-September and accelerated as China introduced stimulus measures. Further, these equities are poised to thrive, supported by stronger economic growth and rising corporate earnings.
According to S&amp;P Global, EMs are projected to <a href="https://www.spglobal.com/en/research-insights/special-reports/look-forward/emerging-markets-a-decisive-decade">drive global economic growth</a> over the next decade, with an average GDP growth rate of 4.06% through 2035, compared to just 1.59% for advanced economies. Moreover, these markets are likely to contribute 65% of global growth, with economies like China, India, Vietnam, and the Philippines leading the charge.
Furthermore, investors' interest in emerging market stocks is evident from the iShares MSCI Emerging Markets ETF's (<a href="https://stocknews.com/stock/EEM/">EEM</a>) 11.8% returns over the past six months. For those looking to tap into this momentum, companies like TSM, INFY, and DB offer strong fundamentals and the potential for continued growth in the evolving global market. Let's discuss them in detail:
Taiwan Semiconductor Manufacturing Company Limited (<a href="https://stocknews.com/stock/TSM/">TSM</a>)
Headquartered in Hsinchu City, Taiwan, TSM manufactures, tests, and markets integrated circuits and other semiconductor products globally. Its products are used in automotive electronics, high-performance computing, and mobile device markets.
On October 4, the company signed a memorandum of understanding with Amkor Technology, Inc. (<a href="https://stocknews.com/stock/AMKR/">AMKR</a>) to enhance Arizona's advanced packaging and testing capabilities, bolstering the region's semiconductor ecosystem. Under this agreement, TSM will contract AMKR for turnkey packaging and testing services at a planned facility in Peoria. These services will support TSM's customers, particularly those utilizing Phoenix's advanced wafer fabrication facilities.
In terms of trailing-12-month, TSM's levered FCF margin of 22.86% is 117.9% higher than the 10.50% industry average. Similarly, its trailing-12-month net income margin and ROCE of 39.12% and 28.27% are considerably higher than the respective industry averages of 3.87% and 4.65%.
TSM's net sales increased 38.9% year-over-year to NT$759.69 billion ($23.67 billion) in the third quarter that ended September 30, 2024. Its gross profit grew 48.1% from the prior year's quarter to NT$439.34 billion ($13.69 billion), while its income from operations came in at NT$360.77 billion ($11.24 billion), up 58.2% year-over-year. In addition, the company's net income and <a href="https://www.investopedia.com/terms/e/eps.asp">EPS</a> increased 54.2% year-over-year to NT$325.26 billion ($10.14 billion) and NT$12.54, respectively.
The consensus revenue estimate of $26.22 billion for the fiscal fourth quarter (ending December 2024) represents a 32.3% increase year-over-year. The consensus EPS estimate of $2.17 for the same quarter indicates a 50.9% improvement year-over-year. The company has an excellent surprise history; it surpassed the consensus revenue and EPS estimates in each of the trailing four quarters.
The stock has gained 120.5% over the past year and 93.1% year-to-date to close the last trading session at $200.86.
TSM's promising fundamentals are apparent in its <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a>. The stock has an overall rating of B, which equates to Buy in our proprietary rating system. The POWR Ratings are calculated by considering 118 different factors, each weighted to an optimal degree.
It has an A grade for Sentiment and Quality. In the 91-stock <a href="https://stocknews.com/category/semiconductor-wireless-chip/">Semiconductor &amp; Wireless Chip</a> industry, it is ranked #8.
Beyond what we stated above, we also have TSM ratings for Growth, Value, Momentum, and Stability. Get all TSM ratings <a href="https://stocknews.com/stock/TSM/">here</a>.
Infosys Limited (<a href="https://stocknews.com/stock/INFY/">INFY</a>)
Headquartered in Bengaluru, India, INFY provides consulting, technology, outsourcing, and next-generation digital services in North America, Europe, India, and internationally.
On October 23, INFY announced an expanded strategic collaboration with Meta Platforms, Inc. (<a href="https://stocknews.com/stock/META/">META</a>) to accelerate generative AI innovation through open-source initiatives. As a strong advocate of open-source software, the company is committed to democratizing AI by leveraging Meta's Llama stack, a suite of open-source large language models and tools.
By integrating Llama into its Topaz platform, INFY aims to drive AI-powered transformation, helping businesses scale, innovate, and compete more effectively.
The stock's trailing-12-month EBITDA margin of 22.60% is 129.4% higher than the 9.85% industry average. INFY's 17.16% trailing-12-month net income margin is 342.9% higher than the 3.87% industry average. Likewise, its trailing-12-month ROCE of 31.52% compares to the industry average of 4.65%.
For the fiscal second quarter ended September 30, 2024, INFY's revenues amounted to $4.89 billion, up 3.7% year-over-year. Its gross profit rose 3.2% over the prior-year quarter to $1.49 billion. The company's net profit and EPS came at $778 million and $0.19, representing an increase of 3.6% and 5.6% year-over-year, respectively. As of September 30, 2024, its cash and cash equivalents stood at $2.60 billion, compared to $1.77 billion as of March 31, 2024.
Street expects INFY's revenue for the third quarter (ending December 2024) to increase 4.6% year-over-year to $4.89 billion, and its EPS is expected to grow 6.7% year-over-year to $0.19 for the same quarter. Moreover, the company has topped the consensus revenue estimates in three of the trailing four quarters, which is promising.
The stock has gained 32.4% over the past year to close the last trading session at $22.21.
INFY's bright prospects are reflected in its POWR Ratings. The stock has an A grade for Stability and Quality. It is ranked #5 among nine stocks in the A-rated <a href="https://stocknews.com/category/outsourcing-tech-services/">Outsourcing – Tech Services</a> industry.
<a href="https://stocknews.com/stock/INFY/">Click here</a> to see additional ratings for INFY (Growth, Value, Momentum, and Sentiment).
Deutsche Bank Aktiengesellschaft (<a href="https://stocknews.com/stock/DB/">DB</a>)
Based in Frankfurt am Main, Germany, DB provides corporate and investment banking and asset management products and services to private clients, corporate entities, and institutional clients worldwide. It operates through the Corporate Bank, Private Bank, and Asset Management segments.
On September 18, the bank announced a decrease in the prime lending rate from 8.5% to 8% at its New York Branch, Deutsche Bank New York (DBNY), and its affiliate, Deutsche Bank Trust Company Americas (DBTCA). This reduction could enhance DB's competitiveness in the lending market, potentially boosting borrowing activity and supporting growth in its loan portfolio.
DB's total net revenues for the fiscal third quarter that ended September 30, 2024, increased 1.3% year-over-year to €7.50 billion ($8.09 billion), while its net interest income amounted to €3.26 billion ($3.51 billion). The company's profit attributable to DB shareholders rose 41.7% from the prior-year quarter to €1.46 billion ($1.38 billion). Also, its EPS came in at €0.81, representing an increase of 44.6% year-over-year.
For the quarter ending December 31, 2024, DB's revenue is expected to increase 6.2% from the prior year to $7.68 billion. Its revenue for the fiscal years 2024 and 2025 is expected to register a year-over-year growth of 2.3% and 3.8%, respectively.
Over the past year, the stock has gained 70.6%, closing the last trading session at $17.32.
DB's POWR Ratings reflect this positive outlook. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system.
It has a B grade for Value and Stability. Out of 90 stocks in the <a href="https://stocknews.com/category/foreign-banks/">Foreign Banks</a> industry, it is ranked #8. To see the other ratings of DB for Growth, Momentum, Sentiment, and Quality, <a href="https://stocknews.com/stock/DB/">click here</a>.
What To Do Next?
43 year investment veteran, Steve Reitmeister, has just released his 2024 market outlook along with trading plan and top 11 picks for the year ahead.
<a href="https://report.stocknews.com/sign-up/stock-market-outlook-2024/?formplacement=artbotad_smo24_rep">2024 Stock Market Outlook &gt;</a>

<hr />
TSM shares were trading at $198.36 per share on Thursday morning, down $2.50 (-1.24%). Year-to-date, TSM has gained 92.38%, versus a 22.92% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Shweta Kumari</h2> <img src='https:/wp-content/uploads/2022/03/Shweta-Kumari_Image-2.jpg' style="float:left; padding:5px;width:125px;">Shweta's profound interest in financial research and quantitative analysis led her to pursue a career as an investment analyst. She uses her knowledge to help retail investors make educated investment decisions.<a href="https://stocknews.com/authors/?author=shweta-kumari">More...</a>The post <a href=https://stocknews.com/news/tsm-infy-db-amkr-meta-3-emerging-market-stocks-positioned-to-capitalize-on-the-rewiring/>3 Emerging Market Stocks Positioned to Capitalize on the Rewiring of Globalization</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

3 Emerging Market Stocks Positioned to Capitalize on the Rewiring of Globalization

Infosys (INFY) has released an update. Infosys has released a company update, offering insights into its recent developments and future strategies....

Infosys Shares Strategic Updates for Investors

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Infosys (INFY) has released an update. Infosys Limited has reported stock incentives acquired and disposed by its key managerial personnel, as part...

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ABEV

AMKR

ASML

ASMLF

BABA

BABAF

CICHF

CICHY

CTAS

FANG

HNHAF

HNHPF

HXSCF

JDCMF

LRCX

MDTTF

MPNGF

MPNGY

MPWR

MSCI

ODFL

PAYX

PBCRF

PBCRY

PNGAY

SCHD

SSNLF

TCEHY

TCTZF

TSMWF

VALE

WBTN

Press Releases

Infosys and Microsoft Expand Strategic Collaboration to Accelerate Customer Adoption of The Microsoft Cloud and Generative AI

Infosys and zooplus Collaborate to Drive Digital Transformation and Enhance E-Commerce Capabilities

Infosys: Strong performance with broad based revenue growth in CC of 3.1% sequentially and 3.3% YoY

Infosys Expands Strategic Collaboration with Meta: Unveils Center of Excellence to Drive Enterprise AI Innovation through Open Source

Infosys Collaborates with University of Cambridge to Establish an AI Lab in London, Unveils New and Expanded Living Lab to Accelerate Innovation for Enterprises

Infosys Unveils Small Language Models - Infosys Topaz BankingSLM and Infosys Topaz ITOpsSLM - Built on NVIDIA AI Stack

While only 2% are ready, most companies expect productivity gains of 10-40% with Enterprise AI: Infosys Research

Infosys Finacle Launches Data and AI Suite to Help Banks Accelerate their AI Journey

Southwark Council Collaborates with Infosys to Provide Digital Learning Platforms for Residents, Colleges, and Schools

73% of enterprises have launched AI, including generative AI, across marketing with 52% of deployments achieving business value: Infosys CMO Radar

Accenture plc Class A Ordinary Shares (Ireland)

Accenture

Alpha Technology Group Limited - Ordinary Shares

Alpha Technology Group

BigBear.ai Hldgs

CI&T

Cognizant Technology Solutions Corporation - Class A Common Stock

Cognizant Tech Solns

Endava plc American Depositary Shares (each representing one Class A Ordinary Share)

Endava

DXC Technology

EPAM Sys

Grid Dynamics Holdings, Inc. - Class A Common Stock

Grid Dynamics Holdings

Global Engine Group Holding Limited - Ordinary Shares

Global Engine Group

Globant

Hackett Group

International Business Machines Corporation Common Stock

Information Services Group, Inc. - Common Stock

Information Servs Gr

Gartner

Kyndryl Hldgs

Orangekloud Technology Inc. - Class A Ordinary Shares

Orangekloud Technology

Research Solutions

Trident Digital Tech Holdings Ltd - American Depository Shares

Trident Digital Tech

Unisys

Wipro

WidePoint

BMO Capital

Susquehanna

HSBC

Guggenheim

Wedbush

Infosys Tech

이들 10개 대형주는 지난주 최고의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요?
<ol>
<li>워너 브라더스 디스커버리(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>)의 주가는 회사가 <a href="https://www.benzinga.com//node/39838603" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">기존 텔레비전 네트워크</a>에서 디지털 스트리밍 및 스튜디오 사업을 분할하려는 계획을 논의했다는 보고 이후 18.28% 상승했다.</li>
<li>마이크로스트레티지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>)의 주식은 지난주 비트코인 가격의 상승 속에서 16.74% 상승했다.</li>
<li>D.R. 호튼(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHI#NYSE">DHI</a>)의 주가는 회사가 예상보다 나은 3분기 재무 결과를 보고하고 FY24 지침을 수정한 후 12.91% 급등했다. 회사는 또한 <a href="https://www.benzinga.com//node/39845136" target="_blank" rel="noreferrer noopener">새로운 40억 달러 규모의</a> 자사 주식 매입을 승인했다. 주식에 대한 목표 주가를 <a href="https://www.benzinga.com/quote/dhi/analyst-ratings" target="_blank" rel="noreferrer noopener">상향 조정</a>을 한 분석가는 거의 없다.</li>
<li>코인베이스 글로벌(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>)의 주식은 지난주 비트코인 가격 상승의 영향으로 12.39% 상승했다.</li>
<li>블루 아울 캐피털(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OQL#NYSE">OQL</a>)은 블룸버그가 아탈라야(Atalaya)를 약 8억 달러에 매수할 계획이라고 <a href="https://www.bloomberg.com/news/articles/2024-07-16/blue-owl-to-buy-private-credit-firm-atalaya-adding-10-billion-in-assets?sref=2h1zKciy" target="_blank" rel="noreferrer noopener">발표</a>한 후 7.89% 상승했다.</li>
<li>유나이티드헬스 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>)의 주가는 <a href="https://www.benzinga.com//node/39790051" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">2분기 실적 호조</a>에 따라 7.84% 상승했다. 많은 분석가들이 주식에 대한 가격 예측을 <a href="https://www.benzinga.com//node/39814804" target="_blank" rel="noreferrer noopener">상향 조정했</a>다.</li>
<li>스테이트 스트리트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STT#NYSE">STT</a>)는 예상보다 나은 <a href="https://www.benzinga.com//node/39795949" target="_blank" rel="noreferrer noopener">2분기</a> 실적에 힘입어 7.21% 급등했다. 몇몇 분석가들은 주식 가격 예측을 <a href="https://www.benzinga.com//node/39822388" target="_blank" rel="noreferrer noopener">수정</a>했다. </li>
<li>레나(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEN#NYSE">LEN</a>)는 다른 주택 건설업체 주식들과의 공감을 이유로 7.07% 상승했다.</li>
<li>토스트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOST#NYSE">TOST</a>)는 미즈호(Mizuho)가 주식을 중립에서 아웃퍼폼(Outperform)으로 <a href="https://www.benzinga.com/quote/TOST/analyst-ratings" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">상향 조정하고</a> 목표 주가를 21달러에서 33달러로 상향 조정한 후 지난주 주가는 7.05% 상승했다. </li>
<li>이팸 시스템(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EPAM#NYSE">EPAM</a>)의 주식은 제프리스(Jefferies)의 분석가가 <a href="https://www.benzinga.com/quote/epam/analyst-ratings" target="_blank" rel="noreferrer noopener">보유에서 매수로</a> 등급을 올린 후 6.97% 상승했다.</li>
</ol>
사진=Shutterstock의 rafapress






Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

이번 주 미국 라스베이거스에서 열린 &#8216;HPE 디스커버(Discover) 2024&#8217; 이벤트에서 휴렛 팩커드 앤터프라이즈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>)와 엔비디아는 <a href="https://www.benzinga.com/news/24/06/39406599/nvidia-magic-hewlett-packard-stock-continues-upward-movement-in-pre-market-after-announcing-ai-partn">기업용 인공 지능(AI) 환경</a> 혁신을 목표로 하는 강력한 협업을 공개했다.
HPE의 CEO 안토니오 네리(Antonio Neri)와 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)의 CEO 젠슨 황은 HPE를 기업(엔터프라이즈) 고객들을 위한 AI 솔루션의 리더로 자리매김하는 데 전략적 초점을 두고 있다고 강조했다.
JP모건의 분석가 사믹 차터지(Samik Chatterjee)에 따르면 HPE와 엔비디아 간의 협력은 기업 고객들에게 상당한 가치를 제공할 준비가 되어 있다. 포괄적이고 공동 개발된 솔루션과 강력한 지원 시스템을 통해 AI 채택을 단순화하는 데 전략적으로 초점을 맞춘 덕분에 두 회사 모두 미래 성장에 유리하게 자리매김했다.
기사 읽기: <a href="https://kr.benzinga.com/news/%ed%9c%b4%eb%a0%9b-%ed%8c%a9%ec%bb%a4%eb%93%9c-%ec%97%94%ed%84%b0%ed%94%84%eb%9d%bc%ec%9d%b4%ec%a6%88-%ec%95%a1%ec%84%bc%ec%b8%84%ec%96%b4%ec%99%80-%eb%aa%a9%ec%9a%94%ec%9d%bc-%ec%a3%bc%eb%aa%a9/" target="_blank" rel="noopener">휴렛 팩커드 엔터프라이즈, 액센츄어와 목요일 주목해야 할 주식 3종목</a>
<h2 class="wp-block-heading">새로운 강자: HPE와 엔비디아의 AI 솔루션</h2>
HPE는 기업 부문에서 AI 도입을 단순화하고 가속화하기 위해 설계된 강력한 포트폴리오인 &#8220;NVIDIA AI Computing by HPE&#8221;를 발표했다. 이 획기적인 이니셔티브는 엔비디아의 최첨단 컴퓨팅 기능(L40S, H100, H200, GH200, GB200 포함) 및 고급 네트워킹 솔루션(스펙트럼-X(Spectrum-X), 인피니밴드(InfiniBand))을 HPE의 서버 및 스토리지 솔루션(프로리안트(ProLiant), 크레이(Cray))뿐만 아니라 HPE의 그린레이크(GreenLake) 클라우드 서비스와 통합한다고 차터지가 말했다.
이 협업의 핵심인 &#8220;HPE Private Cloud AI&#8221;는 엔터프라이즈(기업용) AI 워크로드에 대한 전체 생애 주기 관리와 함께 클라우드와 같은 경험을 제공한다고 차터지가 말했다. 여기에는 추론, 미세 조정, 검색 보강 생성(RAG)에 대한 지원이 포함되며, 보안, 투명성 및 거버넌스를 보장한다. 이는 종종 기업 고객의 주요 고려 사항이다.
<h2 class="wp-block-heading">공동 시장 진출 노력</h2>
차터지는 또한 HPE와 엔비디아가 성공적인 시장 침투를 보장하기 위해 공동 시장 진출(go-to-market) 전략에 막대한 투자를 하고 있음을 강조했다. 여기에는 영업팀과 채널 파트너의 기술을 향상시키기 위해 고안된 AI 워크숍과 역량 프로그램이 포함된다.
딜로이트(Deloitte), HCL테크(HCLTech), 인포시스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>), TCS 및 위프로(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WIT#NYSE">WIT</a>)와 같은 조기 도입자들은 이미 처음부터 이 이니셔티브에 힘을 보탰으며, 이를 바탕으로 이번 혁신은 성공적으로 진행되고 있다.
<h2 class="wp-block-heading">전략적 포지셔닝</h2>
차터지는 엔비디아와의 파트너십이 2 계층(Tier) 클라우드 서비스 제공업체들의 수요를 포착하는 데 있어 델 테크놀로지스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) 및 슈퍼 마이크로 컴퓨터(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>)와 같은 경쟁업체들에 비해 뒤처져 있는 HPE에 중요한 변화를 가져온다고 믿고 있다.
HPE와 엔비디아는 서로의 강점을 결합하여 기업용 AI 시장에서 경쟁 우위를 점하는 것을 목표로 한다.
HPE-Nvidia 동맹은 기업용 AI 시장에서 강력한 힘을 나타낸다. 이러한 거대 기술 기업들은 기업 고객들을 위한 AI 솔루션을 재정의하여 무시하기 어려운 강력한 가치 제안을 제공할 예정이다.
다음 글: <a href="https://kr.benzinga.com/news/%ec%a7%80%eb%82%9c-1%eb%85%84-%eb%8f%99%ec%95%88-%ec%97%94%eb%b9%84%eb%94%94%ec%95%84%eb%a5%bc-%eb%8a%a5%ea%b0%80%ed%95%9c-8%ea%b0%9c%ec%9d%98-%eb%8c%80%ed%98%95%ec%a3%bc-%ec%a3%bc%ec%8b%9d/" target="_blank" rel="noopener">지난 1년 동안 엔비디아를 능가한 8개의 대형 기업 주식</a>
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