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tradingview.comSEP 252 min read$INFY

IT shares fall for sixth straight session; OFSS, Infosys top losers: Here's why

Nifty IT index fell 0.6% on September 25, extending its decline for the sixth straight session. Infosys and Tata Consultancy Services were among the top losers, while Oracle Financial Services Software shed 5%. The decline was attributed to inflationary worries and expectations of multiple Federal Reserve rate hikes. Fed policymakers Anna Paulson and John Williams suggested tighter monetary policy is coming, with markets pricing in a 69% probability of a US rate hike in October.

Original reporting
tradingview.com
Published Sep 25, 2026, 5:06 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 25, 2026, 5:34 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
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IT shares fall for sixth straight session; OFSS, Infosys top losers: Here's why — source image
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Decision brief

The 30-second read

$INFYBearishLow
01

Why it matters

The macro backdrop is the primary driver of the IT sector decline.

02

Market read

IT sector weakness reflects broader risk aversion to rate‑sensitive equities.

03

What to watch

Currency headwinds and client budget cuts may exacerbate the sell‑off.

Relevance 4/10Novelty 2/10Timing: pre‑market today

Background

Higher crude prices fuel inflation concerns, prompting expectations of additional Fed hikes.

Company-level read

Ticker impact

$INFYBearishMedium confidence
Context

Infosys fell 2% as IT sector declined on higher US rate expectations.

Expected impact

Potential further downside if Fed hikes continue.

Evidence & confidence

Sector weakness driven by inflation and rate hike expectations.

$ORCLBearishMedium confidence
Context

Oracle closed over 3% lower after force‑majeure notice at its New Mexico data centre.

Expected impact

Short‑term pressure; limited long‑term effect.

Evidence & confidence

Operational disruption adds to sector weakness.

Market effects

Sector

Indian IT stocks may stay pressured as higher US rates dampen global demand.

Regional

Nifty IT index down 0.6%, extending six‑day decline.

Global

Fed rate expectations influencing emerging‑market tech equities.

Counterpoint

What could challenge this read

If US rates stabilize, IT services could rebound on earnings strength.

Key entities

  • Regulator
    Federal Reserve

    Fed policymakers signaled possible further rate hikes.

  • Index
    Nifty IT Index

    Extended six‑day losing streak, down 0.6%.

Read at source← All news

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