AI bubble to burst sooner than expected? Michael Burry believes it would take only one season of revenue disappointmentMichael Burry has accelerated his bearish outlook on AI stocks, shifting toward leveraged put options and expecting an earlier bubble burst...
29 Sep, 2026, 03.55 PM IST
- Peak XV’s Surge programme selects 18 startups for 12th cohort after revamp
The new cohort announcement comes as the VC firm revamps Surge, bringing it closer to the firm’s broader early-stage investment practice an...
29 Sep, 2026, 01.23 PM IST
Anthropic’s Road to IPO: Funding, valuation, Claude growth and legal battlesAnthropic is preparing for a closely watched U.S. IPO after rapid growth in funding, valuation and revenue. The Claude maker faces legal an...
29 Sep, 2026, 12.59 PM IST
AI trade enters a new phase: Why DBS favours AI adopters over capex-heavy playersDBS says the AI investment theme is entering a selective phase as investors focus on companies converting AI adoption into productivity, st...
28 Sep, 2026, 06.59 PM IST
AI in portfolio management: How technology is reshaping the manager’s roleArtificial intelligence is reshaping investment research and portfolio management, from screening stocks and analysing data to identifying ...
28 Sep, 2026, 04.39 PM IST
AI spending growth seen slowing sharply by 2028, marking shift towards software: Morgan StanleyMorgan Stanley expects the next 6-12 months to be a transition period, with opportunities broadening beyond semiconductor and infrastructur...
28 Sep, 2026, 02.11 PM IST
Data centre IPO hopefuls brave tougher market as investor scrutiny growsThe Singapore-based company develops and operates data centers for cloud and AI customers. It plans to make its filing with the US Securiti...
27 Sep, 2026, 07.20 PM IST
AI startup Black Forest Labs urges optimism from Europe despite safety fearsEurope needs to view artificial intelligence with more optimism -- despite growing warnings about its dangers -- or risk falling further be...
27 Sep, 2026, 04.41 PM IST
AI, semiconductors, quantum to drive India's next infrastructure push: FM SitharamanUnion Finance Minister Nirmala Sitharaman highlighted the need for investment in AI, semiconductor chips, and quantum technology. She state...
26 Sep, 2026, 05.56 PM IST
Better AI won’t fix bad company data: Fuel Cycle’s Daryush LaqabCompanies are increasingly deploying AI agents, but data quality remains a significant challenge in their effectiveness. Around 40% of larg...
25 Sep, 2026, 02.43 PM IST
AI infrastructure investment seen surging to $769 billion in 2026 amid growing safety concernsThe estimate is based on nearly $384 billion invested in the first half of 2026 and assumes the current pace continues through the year. It...
25 Sep, 2026, 01.28 PM IST
Big AI reset ahead? Chris Wood doubts hyperscalers’ $990 bn capex estimates, highlights India’s reverse AI trade advantageJefferies’ Chris Wood expects the AI investment narrative to face a major reset, questioning whether Meta, Alphabet, Amazon and Microsoft c...
25 Sep, 2026, 01.01 PM IST
US Market: Meta shares rebound as Muse AI agent fuels revenue hopesMeta shares have rebounded as investor optimism grows around Muse, its AI agent aimed at creating revenue beyond advertising. The company f...
25 Sep, 2026, 09.54 AM IST
SoftBank's growing bets on AI and semiconductor assetsFounder and Chief Executive Masayoshi Son is aiming to establish SoftBank as the world's leading AI platform with investments across the se...
24 Sep, 2026, 05.07 PM IST
SoftBank taps bond market for $11.1 billion to fund AI betsSoftBank has raised $11.1 billion through dollar- and euro-denominated bonds to fund its artificial intelligence investments, including the...
24 Sep, 2026, 10.59 AM IST
SoftBank taking orders for $10 billion in bonds to fund OpenAI investment, term sheet showsSoftBank Group Corp is taking investor orders for a $10 billion dollar bond deal to help fund its OpenAI investments, according to a term s...
23 Sep, 2026, 08.58 AM IST
Global Market: SoftBank launches $10 billion bonds to fund OpenAI investmentSoftBank Group is raising $11 billion through dollar- and euro-denominated bonds to fund its $10 billion investment in OpenAI, replacing br...
21 Sep, 2026, 01.29 PM IST