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ELEVATED AI CAPEX
SpaceX at $100 would imply zero AI value, Morgan Stanley saysSpaceX shares have fallen significantly, nearing a valuation that ignores its artificial intelligence business. Morgan Stanley analysts bel...27 Jul, 2026, 11.31 PM IST- Why Jefferies’ Chris Wood, billionaire John Paulson say gold’s long term bull market is just getting startedDespite gold's recent pullback from record highs, Jefferies' Chris Wood and billionaire investor John Paulson believe the long-term bull ma...25 Jul, 2026, 11.46 AM IST
- Mukesh Ambani’s long game: How Reliance could turn a 3-year spending spree into Rs 90,000 crore of free cash flowReliance Industries could generate nearly Rs 90,000 crore in cumulative free cash flow over FY26-FY28 as its heavy investment cycle eases, ...24 Jul, 2026, 11.21 AM IST
- Midcap, smallcap rally has eroded margin of safety, rotate to largecaps: Axis Direct's Rajesh PalviyaAxis Direct suggests a selective shift towards large-cap stocks now. Mid and small caps show stretched valuations after their recent surge....23 Jul, 2026, 09.00 AM IST
- Analysis-AI investment boom puts Big Tech's free cash flow under pressureBig tech firms are investing heavily in artificial intelligence infrastructure. Their capital expenditures may soon exceed free cash flow g...22 Jul, 2026, 10.37 AM IST
- UTI AMC's V Srivatsa warns against midcap valuation, says risk-reward better in largecapsThe mid cap also is expected to grow in similar lines and trades at 50% premium to large caps. While the longer-term outlook for mid cap is...21 Jul, 2026, 08.46 AM IST
- Wall Street banks are having their best trading year since 2009. Does that mean a crash is coming?Wall Street banks are on track for record trading revenue, driven by AI investing, dealmaking and active markets rather than crisis conditi...17 Jul, 2026, 06.51 PM IST
- Wall Street banks see AI 'super cycle' set to boost deals, financingInvestment banks have reaped strong fees from AI-related deals, including SK Hynix's $26.5 billion ADR offering and SpaceX's record $86 bil...14 Jul, 2026, 11.33 PM IST
- Stocks priced for ‘sunshine and rainbows’ now face earnings testWall Street enters the second-quarter earnings season with expectations near record highs, leaving companies with little room for disappoin...12 Jul, 2026, 10.42 AM IST
- Crude oil correction could be India's next big market trigger: Rohit SeksariaIndian equities are poised for a positive shift as falling crude oil prices ease inflation and currency concerns, according to Sundaram Mut...02 Jul, 2026, 10.22 AM IST
- The surprising reason India's most expensive stocks often keep risingIndian stocks defy logic, with expensive companies consistently outperforming. This trend, observed over 15 years, sees sectors like defenc...02 Jul, 2026, 09.43 AM IST
- AI driving credit risk, may threaten jobs and tax revenues in developed economies: FitchFitch Ratings highlights AI and massive digital infrastructure spending as significant global credit risks. While AI promises efficiency, i...01 Jul, 2026, 09.20 AM IST
- S&P 500, Dow Jones and Nasdaq close the first half of 2026 higher as chip stocks lead Wall Street: Here's why the US stock market ended June strongS&P 500, Dow Jones and Nasdaq today June 30: US markets concluded the first half of 2026 on a high note, with the S&P 500, Dow Jones, and N...01 Jul, 2026, 04.28 AM IST
- The AI boom won't burst all at once. It will pop in 'rolling bubbles': MacquarieMacquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...29 Jun, 2026, 04.18 PM IST
- Missed the FII U-turn? 6 stocks turned multibagger after foreign investors corrected their mistakeForeign institutional investors (FIIs) reversed their selling trend in six select Indian stocks, turning them into multibaggers. Bajaj Cons...25 Jun, 2026, 09.32 AM IST
- Investors expecting 15-20% returns may be disappointed: Rajeev ThakkarInvestors should brace for lower nominal equity returns, as corporate profit growth moderates, according to PPFAS Mutual Fund's Rajeev Thak...23 Jun, 2026, 11.13 AM IST
- Behind India's Rs 5.5 lakh crore FII selloff lies a hidden list of 84 multibagger winnersForeign institutional investors have sold Indian stocks worth Rs 5.5 lakh crore. However, a hidden list reveals 84 stocks where FIIs have a...16 Jun, 2026, 10.13 AM IST
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