AI rotation boosts enterprise and IT services stocks: Analyst

Sushovon Nayak, Lead IT Analyst at Anand Rathi Institutional Equities explains their positive stance on the IT services sector. He explains how enterprise software companies stand to benefit amid the rotation out of AI capex trades.

Jul 28, 2026 - 12:00
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AI rotation boosts enterprise and IT services stocks: Analyst
Sushovon Nayak, Lead IT Analyst at Anand Rathi Institutional Equities explains their positive stance on the IT services sector. He explains how enterprise software companies stand to benefit amid the rotation out of AI capex trades.

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