AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan GarnerForeign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...
03 Jun, 2026, 11.36 AM IST
PhysicsWallah dials down schools push after investor uneasePhysicsWallah is shifting its K-12 expansion strategy to an asset-light, online-led model, moving away from capital-intensive school operat...
03 Jun, 2026, 06.00 AM IST
Reforms, AI capex peaking could revive interest in India: Candace Browning, BofA Global ResearchBofA Global Research head Candace Browning anticipates India will benefit from a West Asia crisis resolution and the peak of global AI cape...
02 Jun, 2026, 05.41 AM IST
Hitachi Energy India eyes bigger slice of data centre boom with 'grid-to-rack' pushHitachi Energy India aims for a significant share of the booming Indian data centre market. The company plans to capture 30% of the industr...
29 May, 2026, 05.52 PM IST
Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts belie...
28 May, 2026, 10.41 AM IST
Meta layoffs hit India; Local VCs eye Wispr Flow fundingHappy Wednesday! Tech major Meta has quietly axed a dozen India roles as part of its latest global AI-era reset. This and more in today's E...
27 May, 2026, 07.35 AM IST
TRAI, network clarity, please?India's digital future hinges on 5G network slicing. This technology allows for dedicated network segments, promising enhanced services for...
27 May, 2026, 12.30 AM IST
BofA sees foreign exodus from Dalal Street extending into 2027Indian stocks are underperforming globally. Foreign investors are unlikely to return before 2027 or 2028. This is due to earnings downgrade...
22 May, 2026, 11.38 AM IST
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...
22 May, 2026, 09.27 AM IST
Lenskart, Ola’s Q4 scorecards; Visa maze for laid-off techiesLenskart has posted a sharp jump in its March-quarter revenue even as profit dipped marginally. This and more in today’s ETtech Top 5.
20 May, 2026, 08.03 PM IST
Red alert: 15 stocks most vulnerable to FII selling as DIIs refuse to step inForeign institutional investors have divested approximately $53 billion from Indian equities since September 2024, leading to significant o...
18 May, 2026, 09.35 AM IST
ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...
12 May, 2026, 06.42 PM IST
Tata Electronics' $30 billion fab bet; Ather's Q4 revenue surgeTata Electronics CEO Randhir Thakur lays out the group’s big swing in fabs, advanced packaging and more in an interaction with ET. This and...
04 May, 2026, 08.15 PM IST
AI spending boom soars but no returns for big tech giants, warns Jefferies’ Chris WoodRising AI investments by global tech giants are straining cash flows, with capex nearing record levels relative to operating cash flow. Des...
02 May, 2026, 02.42 PM IST
Myseum takes flight after Allbirds in fresh AI rebrand waveCompanies are shifting focus to artificial intelligence. Allbirds, a footwear maker, saw a significant stock surge after announcing a pivot...
16 Apr, 2026, 08.15 PM IST
Earnings vs signals: Q4 results may matter more than they lookThe March quarter earnings season arrives at an inflection point, with stable numbers masking underlying economic shifts. Escalation of the...
15 Apr, 2026, 03.59 PM IST
India bull Chris Wood likes Pakistan stock market around IMF bailout cyclesJefferies strategist Christopher Wood says Pakistan offers high-beta opportunities around IMF bailout cycles, even as India remains his cor...
10 Apr, 2026, 10.44 AM IST