Oil near $100, gold plateaus, AI fuels a global capex boom: Hitesh Jain on what investors need to knowHitesh Jain of Yes Securities outlines a market of ambiguity for crude oil, caught between geopolitical tensions and potential easing. He c...
AI boom keeping markets elevated despite geopolitical noise: Mark MatthewsFinancial markets are increasingly prioritizing artificial intelligence-driven growth and corporate earnings over geopolitical tensions, ac...
Rate cuts unlikely in near term as inflation stays sticky: Richard HarrisGlobal market expert Richard Harris anticipates minimal changes to U.S. monetary policy, emphasizing the Fed's independence. He notes that ...
US chipmakers hit record highs as Intel turbocharges AI rallyAmerican chip stocks hit new peaks on Friday. Intel's strong revenue forecast boosted optimism about the ongoing AI boom. The semiconductor...
Anurag Singh says AI rally overheated but far from a dotcom-style bubbleMarket expert Anurag Singh argues the AI boom isn't a dotcom-era bubble, citing established tech giants funding investments from profits. W...
No firm is immune if AI bubble bursts, Google CEO Sundar Pichai tells BBCAlphabet CEO Sundar Pichai has cautioned about a potential artificial intelligence bubble. He believes no company will escape unscathed if ...
Nvidia vanishing cream for AI makeupSoftBank sold Nvidia shares for billions to invest in OpenAI. This move intensifies focus on AI funding. While SoftBank sees AI revenue as ...
Investors use dotcom era playbook to dodge AI bubble risksAs US stocks have hit successive records and AI chipmaker Nvidia's valuation has surged beyond $4 trillion, professional investors have bee...
Experts warn AI could trigger next global stock market crash — here’s what might happenExperts are warning that the stock market could face a big crash because of the high prices of AI company shares. Many believe AI stocks ar...
Is the AI boom becoming a bubble? Why Goldman, JPMorgan, IMF are sounding the alarmGlobal financial leaders — including Goldman Sachs, JPMorgan, the IMF, and the Bank of England — are warning that the AI-driven stock marke...
Cisco moment - will Jensen Huang-led Nvidia fuel an AI bubble? Top analysts deeply concerned and say thisAI stock market bubble: A top Wall Street strategist is sounding the alarm about a potential AI bubble. Lisa Shalett of Morgan Stanley warn...
DeepSeek’s frugal model shows a more profitable, market-rewarding GenAIsolution than Tech-Bro AIThe generative AI ecosystem is seeing a major shift with the rise of Hangzhou-based DeepSeek, challenging US tech giants. DeepSeek's specia...
Apple shares hit lowest since June 2021 on iphone supply concernsTech fell broadly on Tuesday, with the Nasdaq 100 down 1.5%. The group is facing its worst December performance since the dotcom era as inv...
A dotcom era pioneer in India readies second startup Netcore Cloud for an IPORajesh Jain's Netcore Cloud, a SaaS startup, is targeting an IPO within the next nine to 12 months.
- Re or salaries? IT profit margin shrinks
In a closer look, profit margin of Infy, TCS, HCL Tech & Wipro were all lower in 2006-07 compared with 2001-02.
- CEOs on the move: Industrial, fin sectors see highest churn
The din over global movement of top management has surpassed the earlier peak recorded in the boom days of the dotcom era.
- Dotcom 2.0: Cos are in it for the long haul
The phrase is more than accurate for dotcom companies, which witnessed a boom in the late 1990s and a subsequent bust thereafter.