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FUTURE AI GROWTH
Anthropic vs OpenAI: How Claude maker’s growth is challenging ChatGPT ahead of IPOAnthropic has seen significant revenue growth, reaching $16.29 billion in the first half of 2026. OpenAI continues to expand its business m...
Anthropic IPO: 5 jaw-dropping numbers investors need to know about $1.5 trillion public offerAnthropic’s planned IPO could test investor appetite for AI amid a potential $1.5 trillion valuation. Revenue growth, substantial losses, $...
US growth boosted by AI, but no sign of a turning point higherEconomists estimate the growth potential of the US economy to be around 2%, whereas President Donald Trump aspires to double it. Business i...
US stocks face crucial test as AI earnings, Fed meeting loomUS stocks face a crucial week as earnings from Alphabet, Microsoft and Amazon coincide with the Federal Reserve’s policy decision. Investor...
L&T Technology Services signs five-year deal with Nokia for R&D support in IndiaL&T Technology Services (LTTS) on Monday announced a five-year contract with Nokia to support its engineering and research and development ...
Talent, compute and R&D key to India's AI ambitions: ReportIndia will need to strengthen its talent pool, research and development (R&D) capabilities, computing infrastructure and data systems to tr...
AI efficiencies shield Q2 IT margins from transatlantic macro headwindsHCLTech’s margin rose 131 basis points quarter-on-quarter to 18.2%, Tech Mahindra’s increased 40 basis points to 14.8%, Wipro’s climbed 50 ...
India must bolster tech, economic resilience: Dean Grandy, KPMG's global head for government and public sectorIndia is encouraged to boost its domestic technology capabilities and economic resilience to face geopolitical tensions. Strengthening self...
Piyush Goyal asks ministry to identify AI-proof jobs, eyes handlooms, handicrafts and tourism, says India can lead in traditional sectorsUnion Minister Piyush Goyal is guiding efforts to identify AI-proof professions that leverage India's skilled labor force. He emphasized th...
Anthropic IPO: What should investors consider when valuing the AI company? Aswath Damodaran explainsAnthropic is on track for an IPO expected in mid-November, reporting impressive revenues of $16.3 billion. However, the company faces a sta...
Bank of Japan warns of risks from AI market shock, cyberattacks"If expectations regarding the profitability of AI-related investment were to decline, shocks could be amplified, mainly through portfolio ...
Global Market: Anthropic presses ahead with November IPO as AI listings face delaysAnthropic is preparing for a potential mid-November IPO despite market volatility, rising interest rates and concerns over AI spending. Wit...
Treasuries see best day in over a year as AI selloff revives haven demandUS Treasury bonds surged as a sharp selloff in AI-linked stocks revived demand for safe-haven assets. Treasury yields posted their biggest ...
Tesla shares slip as capex cut clouds Musk’s AI, robotics ambitionsTesla's shares dipped by 2% after it reduced its capital spending forecast for 2026, now predicting $20 billion instead of the previous $25...
Why sovereign AI is critical to India’s next growth leap?India has already created considerable momentum. The priority now is to connect government initiatives, industry investments, academic rese...
Gold, global equities, largecaps, midcaps and smallcaps: Samco CEO Jimet Modi’s five-way portfolio formulaWith India’s stock market caught between expensive mid- and smallcaps and largecaps that lack strong growth drivers, Samco Securities found...
Nikhil Kamath says AI valuations show signs of a bubble: ReportKamath said many AI companies in the United States lack a truly defensible moat, raising questions about how durable their advantages will ...
Ahead of massive IPOs, AI companies are sketching plans to share their wealthOn Sunday, Anthropic said it would commit 5% of its shares to the Anthropic Public Benefit Fund, a new entity within the company, pending a...
Global Market Today: Asian shares, US futures rise on AI-trade revivalThe MSCI Asia Pacific Index climbed 0.6% with shares gaining in South Korea and Japan. The Kospi Index rose 1.9%, rebounding after one of t...
US Market: Wall Street’s AI rally faces test as Meta earnings loomWall Street’s AI-driven rally faces a crucial test as Meta, semiconductor makers and major companies report quarterly earnings. Investors w...