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AI CAPEX INDIA
India’s ‘anti-AI’ trade hides 42 AI-enabler stocks that rallied 60% already: Goldman SachsIndia’s Nifty has declined 12% in 2026, but Goldman Sachs’ basket of 42 AI enablers has surged 60%. Power, data centres and semiconductor c...- ETMarkets Smart Talk| India less vulnerable to US rate shocks, but expensive midcaps remain at risk: Amar K AmbaniIndian equities are better positioned to withstand global rate shocks due to strong domestic liquidity, but expensive mid- and small-cap st...
- EQT Group plans to invest $50 billion in India by 2030: Jean Eric Salata, ChairmanSwedish buyout firm EQT plans to invest $50 billion in India over the next four years, roughly twice the $26 billion it has invested since ...
- GE Vernova, CG Power, other power capex stocks tumble up to 16% in 2 days amid global AI caution. What's ahead?Power capex stocks such as GE Vernova T&D India, CG Power, Hitachi Energy and TD Power Systems fell up to 16% over two sessions amid growin...
- Gorilla investing and 34% return: How Mihir Vora made Trust Smallcap Fund top performerTrust Smallcap Fund has emerged as the best performing fund in its category over the past year, delivering a 34% return as investors reasse...
- ETMarkets Smart Talk | Don’t mistake record highs for a broad rally: Why mid- and smallcaps are becoming increasingly selective, says N. ArunaGiriWith smallcaps also trading at significantly higher valuations than in previous cycles, the key question for investors is whether the curre...
- Oracle begins new round of layoffs: ReportPer documents accessed by the publication, emails were sent to impacted employees across multiple departments. They were offered four week ...
- AI’s trillion-dollar question: What happens if the boom slows?AI leaders urge a slowdown in advanced model development for safety measures. This call has caused significant market reactions and stock p...
- ETMarkets Smart Talk | Defence, power, EMS, AI proxies: Why FOMO is driving parts of the mid- and smallcap rally, says V SrivatsaThe valuation gap is becoming difficult to ignore. While the Nifty 50 is trading at around 21 times earnings, the Nifty Midcap and Smallcap...
- ETMarkets Smart Talk | AI, defence, power: Investors need to be selective as valuations turn expensive, says Aditya KhemaniAditya Khemani, Head of Equities at Invesco Mutual Fund, believes investors need to be particularly selective at this stage. He cautions ag...
- Indian Bank to enter life insurance business, soon to seek board nodIndian Bank plans to enter life insurance and asset management sectors soon. The bank is seeking board approval for these proposed new vent...
- New-age industries fuelling India's capex cycle, says SBI chiefCorporate spending on infrastructure projects is increasing across India. New sectors like data centers and green hydrogen are driving cred...
- Largecap safety trade? 8 Nifty stocks test investor patience with losses for two yearsOver the past two years, eight Nifty stocks have experienced declines, with notable IT giants like TCS and Infosys pressured by shifts in c...
- India in multi quarter growth upcycle, says Morgan Stanley; sees Sensex at 89,000 by June 2027Morgan Stanley sees India entering a multi-quarter growth upcycle, supported by improving investments, monetary policy and domestic demand....
- Infosys, HCLTech, TCS, other IT stocks drop up to 3% as Fed rate hike worries return. Here's whyIndian IT stocks dropped on Monday as stronger-than-expected US jobs data revived concerns over a September Federal Reserve rate hike. The ...
- Nifty 30,000 target still on track; why Elara’s Harendra Kumar prefers IT, power and smallcapsWe are telling people that this is the right time to look at the market constructively. Historical evidence suggests that this is the time ...
- Hindustan Unilever shares in focus as Capital Markets Day outlines growth levers; what are Goldman Sachs and Nomura saying?Hindustan Unilever’s Capital Markets Day outlined a strategy focused on consumption-led growth, premiumisation, market-making and new growt...
- India's cyclical recovery faces risks; oil supply shock, AI capex may hit corporate margins from Q2FY27: ReportIndia’s economic recovery faces growing risks from the oil supply shock, fading domestic stimulus and slowing AI investment, Nuvama Institu...
- Sterlite Tech shares hit 5% upper circuit as firm targets Rs 20,000 crore revenue by FY29 amid booming AI demandSterlite Technologies shares hit a 5% upper circuit after unveiling ambitious FY29 growth targets, including Rs 20,000 crore revenue and gl...
- India could be a big winner in AI data centre boom, but power demand may be the catchIndia is set to gain significantly from the global AI data centre expansion. Demand for local cloud infrastructure and sovereign AI is driv...
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