Infosys was downgraded by at least four analysts in a single day after India’s second-largest software exporter cut its annual sales forecast, deepening concerns over disruption from artificial intelligence.

INFOSYS $INFY Q2’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $5.15B (Est. $5.19B) 🔴; +1.3% YoY 🔹 Diluted EPS: $0.20 (Est. $0.21) 🔴 🔹 Operating Margin: 21.0% 🔹 CC Revenue Growth: +1.5% YoY; +1.2% QoQ FY27 Guide: 🔹 Revenue Growth: 1%-2%; constant currency 🔹 Operating Margin: 20%-22% Other Q2 Metrics: 🔹 Large Deal TCV: $5.2B; 62% net new 🔹 FCF: $928M; 113.3% of net profit 🔹 AI Share of Revenue: 10.5% 🔹 EPS Growth (Rupee Terms): +8.7% YoY Key Updates: 🔹 Interim Dividend: ₹26 per share Comments: 🔸 “Our AI revenue was at 10.5% and grew 29% quarter-on-quarter.”

Infosys, whose Finacle platform supports over 1.7 BILLION accounts, is partnering with Chainlink to bring institutional finance onchain. Infosys already helps banks run their technology. It can now help them connect those systems to blockchain markets using Chainlink. That’s the part people should pay attention to. Swift. UBS. Mastercard. DTCC. Now Infosys. The institutional relationships keep expanding, yet $LINK still trades roughly 75% below its 2021 ATH. I find that disconnect fucking absurd. To me, this remains one of crypto’s most asymmetric opportunities.

NEW: @Infosys (NYSE: INFY), the $40B+ global IT leader, enters a strategic partnership with Chainlink to accelerate institutional onchain finance. Infosys supports critical banking and payments infrastructure for more than 1.7 billion customer accounts worldwide and is now standardizing the adoption of the Chainlink platform: • Cross-Chain Interoperability Protocol (CCIP) • Chainlink Runtime Environment (CRE) • Automated Compliance Engine (ACE) • Proof of Reserve • Data Streams • Data Feeds Together, Infosys and Chainlink are creating a path to connect the world’s largest financial institutions to onchain markets. Infosys 🤝 Chainlink

The US has suspended Infosys, TCS, Wipro, HCL and other major IT firms from the green card labour certification programme. Microsoft and Adobe are included. New and pending permanent labour applications involving these companies are frozen. Existing H-1B visas are not cancelled, but the path to permanent residency is now blocked for new cases. The numbers cited are large: hundreds of thousands of H-1B approvals and permanent certifications over the years. Washington frames it as protecting American workers. Indian IT firms face higher uncertainty and compliance pressure. Talent mobility is not a right. It is a policy choice that can tighten overnight. When the largest employers of Indian tech talent lose access to the green card route, the model that relied on long-term US deployment starts to feel more temporary.

Security researchers @infosec_us_team have earned $1.2M finding bugs. Now 20 people are betting they’ll find more. If you already believe a hacker is going to win, why wouldn’t you back them? Hacker Pledging lets $IMU holders earn rewards from security researchers hitting bounties. When the researcher finds a valid bug, pledgers get paid. Hacker Pledging is live on Immunefi • Go to the Hacker Pledging page here: • Choose the hacker you want to back • Click Connect • Enter the amount of $IMU you want to pledge. • Confirm the transaction in your wallet. Your tokens stay self-custodied throughout the process, so you have no reason not to.