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Seshadri Sen - Head of Research and Strategist - Emkay Global - Live on CNBC TV18 with Reema & Nigel AI euphoria has swiftly given way to AI anxiety — with markets debating disruption, margin risks, and the future of traditional IT models. The “doomsday” narrative may dominate headlines, but structural transitions are rarely binary. In his recent note, our Head of Research Seshadri Sen highlights a more measured view - that AI-led gains will require modernization of legacy tech stacks, and that the sector’s evolution could gradually shift it toward stronger cash flows and resilience rather than outright disruption. 📺 Catch him live on CNBC-TV18 🎙 In conversation with Reema Tendulkar and Nigel Dsouza 🕛 Today at 12:10 PM Watch the live stream on YouTube - • Seshadri Sen - Head of Research and Strate... A timely discussion to separate structural change from market noise — and to understand what AI really means for investors. #AIdisruption #StockmarketIndia #News