Falling crude, stable macros set stage for India's next growth phase: Aditya KondawarIndia's equity markets face a crucial earnings season with supportive macroeconomics, yet IT sector sentiment is dampened by AI uncertainti...
02 Jul, 2026, 10.45 AM IST
The surprising reason India's most expensive stocks often keep risingIndian stocks defy logic, with expensive companies consistently outperforming. This trend, observed over 15 years, sees sectors like defenc...
02 Jul, 2026, 09.43 AM IST
India's premium has almost entirely disappeared now: Ben Powell, BlackRockBlackRock's Ben Powell is increasingly optimistic about Indian equities following a period of underperformance. He believes foreign investo...
02 Jul, 2026, 05.40 AM IST
European markets ride oil tailwinds, but can they challenge Wall Street’s tech supremacy?European equities are rallying as lower crude prices following the Iran ceasefire improve the region’s near-term outlook, easing inflation ...
01 Jul, 2026, 03.21 PM IST
AI driving credit risk, may threaten jobs and tax revenues in developed economies: FitchFitch Ratings highlights AI and massive digital infrastructure spending as significant global credit risks. While AI promises efficiency, i...
01 Jul, 2026, 09.20 AM IST
Rs 19 lakh crore shocker! TCS, Infosys & 2 IT giants crash 50% from peak: Is the absolute worst yet to come?India's top IT firms, including TCS and Infosys, have seen their market value plummet by at least 50% from peak levels, erasing nearly Rs 1...
01 Jul, 2026, 09.04 AM IST
India eyes open source, homegrown AI amid access curbs on frontier modelsIndia is championing open-source and homegrown AI models to counter potential access restrictions on advanced frontier technologies. The IT...
30 Jun, 2026, 06.57 PM IST
RBI flags AI stock boom as financial stability risk, says Indian banks remain resilientIndia's central bank has identified soaring AI stock valuations globally as a financial stability risk, warning of potential market spillov...
30 Jun, 2026, 05.30 PM IST
US Stock Market: Economic resilience collides with expensive valuations on Wall StreetThe US economy shows surprising strength with robust job growth and consumer spending, yet Wall Street is faltering. Investors are wary of ...
30 Jun, 2026, 09.45 AM IST
India tops Taiwan to reclaim fifth spot in global market capitalisationIndia has surged back to the fifth spot globally in market capitalization, surpassing Taiwan. This marks India's second ascent in recent we...
30 Jun, 2026, 05.44 AM IST
AI chip rally faces reality check, but bubble fears may be overdone: Adrian MowatSouth Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attri...
29 Jun, 2026, 10.58 AM IST
US stocks | Micron overtakes Meta, Tesla in market value amid relentless AI infrastructure demandMemory chip giant Micron Technology has surpassed Meta Platforms in market valuation for the first time, driven by a robust AI-fueled surge...
26 Jun, 2026, 12.42 PM IST
ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEOGlobal markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGir...
26 Jun, 2026, 09.00 AM IST
UK overtakes India in global unicorn rankings as AI-driven valuations surge: HurunIndia has dropped to fourth place globally in unicorn rankings, with the UK now holding third position. While the US and China lead, India'...
25 Jun, 2026, 08.47 PM IST
Global chip stocks surge as blowout Micron results reignite AI rallyGlobal chip stocks experienced a significant rally on Thursday, fueled by Micron Technology's stellar financial results and optimistic outl...
25 Jun, 2026, 07.50 PM IST
Elon Musk loses trillionaire status as SpaceX rally fadesElon Musk's net worth has dipped below the trillion-dollar mark following a significant slump in SpaceX and Tesla shares. Just weeks after ...
24 Jun, 2026, 06.33 PM IST
US Stocks | AI chip slump extends on Wall St as SanDisk sinks 12%, Micron drops 9% and AMD falls 5%Wall Street witnessed a significant downturn in semiconductor stocks Tuesday, impacting major AI beneficiaries. Memory chipmakers like SanD...
23 Jun, 2026, 08.29 PM IST