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Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex raceBig Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 billion in Q2 agai...
Chandrasekaran's successor at Tatas will have to start off with a three-way, Rs 29,000-cr tightrope walkThe new chairman of Tata Sons faces a myriad of financial hurdles and strategic choices. Air India’s transformation hinges on hefty investm...
HAL shares gain 2% after Q1 earnings beat estimates. Nomura, other brokerages hike target priceIn the first quarter of FY27, Hindustan Aeronautics showcased a robust 15% rise in net profit, prompting brokerages to adjust their target ...
ETMarkets Smart Talk | Maturing AI trade could redirect global capital towards diversified growth markets like India: Ritesh TaksaliTaksali points out that FPIs invested around ₹20,000 crore in Indian equities in July, followed by another ₹12,921 crore in the first week ...
France Heatwave Shock: What’s really driving the €15 billion economic toll?France faces enormous economic costs from ongoing summer heatwaves and drought. These combined direct and indirect losses are estimated bet...
Post Chandrasekaran, the head that wears the Tata crown won't rest easyAs N. Chandras ekaran prepares to step down, Tata Sons faces a pivotal succession dilemma. The new chairman will take the reins of iconic b...
HAL Q1 Results: Net profit rises 15% YoY to Rs 1,590 crore, revenue up 14%HAL Shares Q1 Results : Hindustan Aeronautics reported an impressive fifteen percent increase in net profit for the first quarter, showcasi...
ideaForge Technology shares drop over 9% in two days. JM Financial downgrades ratingideaForge Technology shares fell 9.5% over two days after JM Financial downgraded the stock to Add from Buy, citing valuation concerns foll...
India targets 10-fold clean fuel output jump in next 5-10 years to curb importsIndia aims for a tenfold increase in compressed biogas production over the next decade. The government plans to address supply chain uncert...
ideaForge Technology shares slide 5% after Q1 gross profit margin falls 49%ideaForge Technology shares fell after its Q1 gross profit margin declined to 49% from 62% a year ago and 68% in the previous quarter. Gros...
After ethanol in petrol, it’s now Bio-CNG’s turn: Govt’s Rs 23,731 crore push could change what powers your CNG car in the years aheadIndia is set to unveil the GOBARdhan scheme, targeting a significant rise in Compressed Biogas production. By transforming agricultural was...
Dynamatic Technologies shares soar 9% after Q1 profit jumps 93% YoY to Rs 21 crore; outlook stays strongDynamatic Technologies shares surged 12% after the company reported a near-doubling in Q1 FY27 net profit to Rs 20.79 crore. Revenue rose 1...
Leap India raises Rs 743.6 crore from 32 anchor investors ahead of IPO launchThe anchor allocation witnessed participation from some of the world’s most prominent institutional investors, including the Monetary Autho...
Competition leading to a lot more experimentation: Orkla MDOrkla India sees increased competition driving innovation and experimentation in food products. The company reported revenue growth and imp...
Allcargo Logistics shares rally 15% after Q1 profit jumps 258% YoY to Rs 31 croreAllcargo Logistics shares surged over 15% after the company reported a 258% year-on-year jump in Q1FY27 profit before tax and its highest-e...
HAL shares jump over 6%, extend gains for second straight session. What did its annual report reveal?HAL shares surged over 6% after the company’s annual report highlighted a robust order book of Rs 2.55 lakh crore for FY26, offering 7-8 ye...
ETMarkets Smart Talk| Large caps offer stability, but alpha lies in selective mid- and small-caps: Rakesh VyasWhile the near-term outlook remains clouded by inflation concerns and margin pressures, Rakesh Vyas, CIO & Portfolio Manager at Quest Inves...