Seven OPEC+ members agree on to raise oil production quotas. Key OPEC+ countries Saudi Arabia, Russia, Iraq, Kuwait, Kazakhstan, Algeria, and Oman agreed on production adjustment of 188 thousand barrels per day. Crude trading just below $72/barrel
Missing link inaugurated: 1st May 2026
Cost of the project: 7000 crores
6th July 2026: A major landslide occurred on the Missing Link section of the Mumbai–Pune Expressway.
Unpopular Monday truth: the people who get promoted fastest aren’t the smartest in the room.
They’re the ones who make their manager’s job easier.
Skill gets you noticed. Reliability gets you promoted.
Honest take on IT, not just this account: this isn’t a normal cyclical dip. Brokerages like ICICI Direct are projecting the sector stays under pressure through FY26–FY28, with recovery not expected until FY28-end/FY29. Motilal Oswal is a bit more bullish, calling CY2026 the growth bottom with real acceleration in H2 FY27–FY28, driven by AI deal cycles.
The real issue is structural, not just macro: AI is compressing traditional coding/testing/ADM revenue faster than new AI-services revenue can offset it (HCLTech’s own CEO pegs AI-driven deflation at 2-3%/year). TCS cut 12,000+ jobs; Infosys is one of the few adding headcount, betting big on AI-linked roles.
So realistically: 18–30 months minimum before a real trend reversal, and it’ll be uneven — some companies (Infosys, Persistent, LTIMindtree) navigating the AI transition better than others. This isn’t a ‘stocks always come back’ story like 2008 — it’s worth watching whether AI is a genuine structural repricing of the sector, not just a rough patch.
spent a year talking to traders who lost money on strategies that “worked perfectly” in backtesting. still get asked why live results don’t match. the answer is always the same, nobody wants to hear it: the market you tested on isn’t the market you’re trading in.