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Tech & Innovation·July 23, 2026·1 min read

Infosys Cuts Revenue Forecast on Muted IT Services Demand

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Muted demand at a major IT services firm is another data point that discretionary transformation spend is on pause while clients reassess AI and macro risk. If you sell into the same budgets, tighten your sales cycles around clear ROI and shorter time-to-value — the era of multi-year “modernization” narratives is on hold.

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Alphabet’s massive profit growth is just an illusion, as SpaceX and Anthropic help mask a historic cash drain

When Alphabet’s earnings quadruple on paper but are driven by unrealized gains in SpaceX and Anthropic, you’re looking at a balance sheet masking heavy cash burn in AI and infra. Operators should ignore the headline EPS and focus on what this implies: continued pressure to monetize AI surfaces — ads, cloud, and assistants — to fund that historic cash outflow.