It is emerging as India’s standout AI hardware play, with strong earnings, major infrastructure orders, and sustained trading momentum signaling further upside potential.
It is emerging as India’s standout AI hardware play, with strong earnings, major infrastructure orders, and sustained trading momentum signaling further upside potential.
Technology giants like Infosys, TCS, and Tech Mahindra fell over 3% after Trump’s executive order increased H-1B fees to $100,000, triggering a market-wide sell-off.
The analyst highlighted Netweb’s heavy reliance on government orders, execution risks in scaling AI infrastructure, and the possibility of a derating if high expectations fail to materialize.