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AI STOCKS
AI valuation bubble could burst, bringing foreign investors back to India: Ambareesh BaligaA potential downturn in AI stock evaluations could pivot foreign investments back to Indian markets soon. Analysts suggest that India's con...- IT stocks surge despite US immigration curbsOn Friday, Indian IT stocks experienced an impressive surge, spearheaded by a remarkable 4.2% jump in Tata Consultancy Services shares. Thi...
- Satya Nadella reinvented Microsoft with the cloud - now, can his AI strategy make it more valuable than Apple by 2027Microsoft, under CEO Satya Nadella, is aiming to strengthen its AI growth story amidst rising competition. The company is moving from fixed...
- Why are US stocks rallying despite Fed rate shock? Aswath Damodaran explains in the context of AIUS stocks have defied a sharp rise in Treasury yields as AI-led earnings growth offsets pressure from higher interest rates, says valuation...
- Explained: Why IT stocks ignored Donald Trump’s PERM suspension to gain Rs 70,000 crore in one dayIT stocks rallied up to 4% on Friday, adding Rs 70,000 crore in market capitalisation, despite the US suspension of a labour certification ...
- Why is Broadcom stock falling despite strong AI demand?Broadcom shares fall despite strong AI demand as concerns over OpenAI’s financing, revenue outlook and elevated spending expectations weigh...
- Global Market: Japan’s Nikkei falls as AI concerns, global bond market stress weighJapan’s Nikkei 225 fell 1.06% as AI-sector concerns, elevated global borrowing costs and rising oil prices weighed on investor sentiment. W...
- India IT set for fourth year of weak growth on geopolitics, AI risksAs HCL Technologies Ltd. and Tech Mahindra Ltd. unveil their latest reports, investors are keenly observing the situation, particularly giv...
- Global Market Today: Asian stocks drop on tech jitters, oil edges lowerThe MSCI Asia Pacific equities index edged 0.1% lower early Friday. Japan’s Nikkei fell over 1%, with Softbank Group Corp. declining more t...
- OpenAI revenue shock sends Nvidia, Oracle and CoreWeave stocks lower today. Here's what happenedOpenAI’s annualized revenue reached about $50 billion at the end of September, nearly $20 billion below earlier reports. The update sent Nv...
- Tech stocks drag Nasdaq lower on report of OpenAI revenue fall, high yieldsUS equity indexes fell, influenced by megacap technology stocks and concerns regarding OpenAI's revenue performance. The Nasdaq 100 and S&P...
- PLTR stock jumps 4% after Goldman Sachs upgrades Palantir to Buy with $230 target, but the valuation debate is far from overPalantir stock jumps after Goldman Sachs upgrade: Palantir Technologies shares rose Thursday after Goldman Sachs upgraded the stock to Buy ...
- Global Market: TSMC third-quarter revenue jumps 50% as AI chip demand surgesTSMC reports record third-quarter revenue, beating estimates as surging AI demand drives strong growth in advanced chips, while the chipmak...
- Will US stock market face a major shift? Michael Burry warns of 270 days and Ray Dalio says AI bubble is near bursting - what investors need to knowU.S. stocks fell after the S&P 500 and Nasdaq hit fresh highs. Michael Burry pointed to a six-to-nine-month “denial” phase, while Ray Dalio...
- Four horsemen of economic trouble? RBI governor flags the risks spooking the worldThe RBI raised the repo rate 25 bps to 5.50%, its first hike in nearly four years, and shifted its stance to calibrated tightening. Governo...
- US Market: Software stocks hit 2026 highs as AI disruption fears easeUS software stocks have reached fresh 2026 highs as stronger earnings expectations and growing adoption of AI ease fears of disruption. Str...
- Global Market: Japanese shares fall as AI stocks retreat after sharp rallyJapanese shares slipped on Wednesday as investors booked profits after a sharp recent rally, with technology and semiconductor stocks leadi...
- Nvidia share price jumps nearly 30 per cent in 2026 as world's most valuable company heads for USD 6 trillion market valueNvidia stocks, market cap: Elon Musk's SpaceX is seeking to raise $40 billion in a financing effort led by asset manager Apollo Global Mana...
- US software stocks scale fresh 2026 highs as AI disruption worries fadeUS software stocks are touching fresh 2026 highs, supported by a sharp rise in earnings expectations, which according to several analysts i...
- Global Market: Japan’s Nikkei jumps 2.5% to 3-month high as AI stocks rallyJapan’s Nikkei surged 2.53% to a three-month high, led by AI and chip stocks following Wall Street gains. Advantest and Tokyo Electron rall...
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