Why I.T. Stocks Are Rising Again | Ajay Bagga Explains AI, Deals & Sector Revival

Despite ongoing concerns around AI disruption, cautious client spending, and global uncertainty, I.T. stocks continue to outperform the broader market. Investors are increasingly viewing the sector as a contrarian opportunity after two years of underperformance, while improving AI-related deal wins and global sector rotation are boosting sentiment. Ajay Bagga, Sr. Market Veteran, believes the worst may be behind the I.T. sector, with AI investments now beginning to generate meaningful revenues. He also highlights rising software demand, strong contract wins, and improving business momentum as key reasons why Indian I.T. companies could remain in focus over the next six months.