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DATA CENTRE VALUATION
ET Alpha Summit 2.0: Mapping global capital flows to identify the next big opportunityGlobal capital is constantly shifting across markets, sectors and asset classes as investors respond to growth, interest rates, valuations ...
ESDS Software shares snap 3-day fall, hit 5% upper circuit. What should shareholders do?Shares of ESDS Software Solutions snapped a three-day falling streak on Monday, hitting a 5% upper circuit at Rs 1,622. After surging 325% ...
- Global Market: China tightens scrutiny of humanoid robot IPOs amid valuation concerns
China is slowing humanoid-robot IPO plans as regulators scrutinise soaring valuations and government-linked revenue, pushing companies to d...
India overtakes Hong Kong to become Asia’s fourth-largest REIT marketIndia's REIT market value grew significantly, surpassing Hong Kong for the first time. New listings and expanded portfolios substantially i...
China slows humanoid robot IPO rush as hype outruns realityChinese regulators are putting the brakes on a rush of humanoid-robot companies seeking listings, people familiar with the matter said, as ...
The war will pass; AI and its ecosystem will not: 5 large-cap stocks with an upside potential of up to 33%A war affects the mood of the market, but it does not affect every underlying business equally. There are sectors where the demand is drive...
2026’s Best IPO: 325% gain in 7 sessions and now a third consecutive 5% lower circuit. What’s next for investors?ESDS Software Solutions has surged 325% in seven sessions after listing at a 76% premium, but the rally is now losing steam as the stock hi...
India’s ‘anti-AI’ trade hides 42 AI-enabler stocks that rallied 60% already: Goldman SachsIndia’s Nifty has declined 12% in 2026, but Goldman Sachs’ basket of 42 AI enablers has surged 60%. Power, data centres and semiconductor c...
The NSE IPO investor playbook: Should you subscribe to the mega issue or pick rival BSE instead?The NSE IPO has sparked a valuation debate as investors weigh subscribing at the issue price against waiting for a post-listing correction ...
Cohere, Aleph Alpha combine to target enterprise AI marketThe combined business will operate as Cohere, with dual headquarters in Toronto and Berlin, while Aleph Alpha's Heidelberg office will focu...
AI’s trillion-dollar question: What happens if the boom slows?AI leaders urge a slowdown in advanced model development for safety measures. This call has caused significant market reactions and stock p...
Vijay Kedia reveals multibagger playbook: How the superstar picks stocks using RISE strategyVijay Kedia’s investment approach is built as much around discipline as opportunity. He is willing to buy stocks after sharp declines but r...
Global Market: SB Energy to sell up to $500 million worth of shares to Japanese investors ahead of US IPOSB Energy, backed by SoftBank, plans to raise up to $500 million from Japanese investors through a share sale as it prepares for a US listi...
Slow the AI race? Investors weigh the potential costCalls to rein in the development of ever more powerful AI models are fuelling fears over the massive capital outlays in the sector -- and t...
Microsoft to triple data centre capacity: What it means for investorsMicrosoft is planning a major expansion of its global data centre capacity to meet rising AI and cloud demand. While its backlog and valuat...
ETMarkets Smart Talk | AI, defence, power: Investors need to be selective as valuations turn expensive, says Aditya KhemaniAditya Khemani, Head of Equities at Invesco Mutual Fund, believes investors need to be particularly selective at this stage. He cautions ag...
Jefferies says Adani Enterprises is the ‘platform behind platforms’ with 4 major growth leversJefferies retained a Buy rating on Adani Enterprises with a Rs 3,830 target, citing its infrastructure incubation model and strong growth p...