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AI ASSET VALUATIONS
AI asset valuations pose global risk, but cyber threat biggest concern for central banks: RBI Governor- ETMarkets Smart Talk| Rising US yields could hit expensive mid, smallcaps harder: Harish Krishnan
- Nvidia share price jumps nearly 30 per cent in 2026 as world's most valuable company heads for USD 6 trillion market value
- Global Market: BOJ's Uchida warns AI boom could trigger market correctionShinichi Uchida, the Deputy Governor of the Bank of Japan, underscored the significant influence of artificial intelligence on the financia...05 Oct, 2026, 11.18 AM IST
- MF Tracker: Nippon India Taiwan Equity Fund tops 1-year return chart with 118% gains. Can the strong performance continue?The Nippon India Taiwan Equity Fund has achieved impressive returns exceeding 118% over the last year, driven largely by Taiwan's booming t...05 Oct, 2026, 10.47 AM IST
- Menlo Ventures on AI slowdown; Ola Electric CEO pledges stakeHappy Monday! Menlo Ventures, an early Anthropic backer, says the real AI constraint is compute, not a slowdown in frontier models. This an...05 Oct, 2026, 07.36 AM IST
- AI's race to transform the world before the money runs outCumulative spending globally on data centers alone could top $30 trillion by 2050, according to a projection by PwC, almost matching the va...04 Oct, 2026, 05.07 PM IST
- RBI Governor Sanjay Malhotra flags rising financial risks, warns against complacency as West Asia conflict adds to inflation pressureSanjay Malhotra highlighted the need for vigilance regarding financial vulnerabilities at the Kautilya Economic Conclave. He emphasized tha...03 Oct, 2026, 12.39 PM IST
- Indian stocks face a cyclical correction, not a deeper earnings reset: Mahindra Manulife MF CIOMarkets are also digesting a range of near-term uncertainties, including energy price volatility, geopolitical tensions and the potential i...03 Oct, 2026, 12.33 PM IST
- Betting syndicate seeks to ride AI wave, ED suspects over ₹2,000 crore funnelled abroad as ‘AI investments’ED’s Parimatch probe first unearthed betting syndicate’s ‘AI investment’ modus. The Enforcement Directorate suspects illegal betting networ...03 Oct, 2026, 10.59 AM IST
- AI's race to transform the world before the money runs outInvestment in AI technology continues to rise, surpassing historical investments seen in railways and the internet. Major AI firms are expe...03 Oct, 2026, 10.46 AM IST
- Nikhil Kamath has a '100' funding message for startups: Zerodha co-founder backs post urging startups to raise enough money to stay comfortable for “a year or two” as “next year could be bad”Nikhil Kamath advice for startups: The Zerodha co-founder expressed agreement with a warning that startups should raise capital soon due to...02 Oct, 2026, 09.59 PM IST
- Nvidia's bet that its chips can finance the AI boom gets a Wall Street reality checkBy Saeed Azhar, Max A.- Nvidia's mammoth financing plan has opened a debate on Wall Street about how much its advanced chips and the infras...02 Oct, 2026, 08.03 AM IST
- Agrani in talks to raise Rs 800-850 crore from Samsung, 360 One, Peak XVThe Bengaluru-based company is also looking to apply for around Rs 120-130 crore under the government-backed Research, Development and Inno...02 Oct, 2026, 06.00 AM IST
- Predicting FII flows akin to predicting mood swings: DSP MF CIO Anish TawakleyAt any point in time the market is influenced by multiple factors and it is impossible to attribute performance across those factors. I foc...01 Oct, 2026, 08.23 AM IST
- US SEC proposes wider retail investor access to private assets amid risk concernsThe SEC has proposed new rules to expand access to private assets typically available only to wealthy investors. These rules aim to allow m...30 Sep, 2026, 11.55 PM IST
- Bank of England sees growing risk that dangers from AI and debt will materialiseThe Bank of England has identified rising risks in the financial system linked to geopolitical factors and AI debt. Central bank officials ...30 Sep, 2026, 03.24 PM IST
- Market veterans favour value plays over crowded, expensive themesMarket experts project cautious optimism for Indian equities as valuations become less demanding and earnings growth aligns. Large-cap stoc...29 Sep, 2026, 08.07 AM 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
- ETMarkets NRI Talk | AI’s 30x sales premium: Apurva Sheth on OpenAI, Anthropic and the valuation debateOpenAI and Anthropic are reportedly commanding valuations that translate into roughly 30-38 times price-to-sales, compared with around 3.7 ...28 Sep, 2026, 09.53 AM IST
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