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Valuations of IT stocks already capture most of AI disruption risk: Chintan HariaThe Nifty IT index’s 25% fall in 2026 may have already priced in much of the threat from AI. Chintan Haria of ICICI Prudential AMC sees sel...- IT Q2 review: Muted growth, steady margins likely; deal conversion, AI deflation in focusIndia's leading IT firms are projected to exhibit modest revenue growth and stable margins for the second quarter. Analysts anticipate that...
- From 'lower middle class' Tamil family, he missed IIT Madras CSE by 0.01, was rejected by MIT. Today, he is the CEO of $20 billion AI startupAravind Srinivas, from a financially lower-middle-class Tamil family, missed Computer Science at IIT Madras by 0.01 CGPA and was later reje...
- 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...
- Wall Street Week Ahead: Spiking bond yields, midterms, earnings to test US stocks' typical fourth-quarter strengthAs the fourth quarter commences, US stocks traditionally experience a positive trajectory. Nonetheless, investors face hurdles such as clim...
- AI earnings shield US stocks, but bond risks rise: Jefferies' WoodUS equities have largely remained strong, aided by robust earnings growth driven by the AI capital expenditure cycle. Rising bond yields an...
- Tier-2 IT firms likely to lead Q2FY27 growth despite Gen-AI, geopolitical challenges: ReportThe report said the overall demand environment remained largely stable during the quarter, but weakened in September amid rising geopolitic...
- Nifty valuations near post-Covid lows. Alchemy Capital’s Alok Agarwal explains what investors should buy nowNifty valuations have reset sharply from 2024 levels and are now near post-Covid lows, says Alchemy Capital’s Alok Agarwal. He sees the nex...
- Micron stock has surged 275% this year; MU earnings beat Wall Street estimates as AI demand fuels $60 billion-$63 billion revenue outlookMU stock today: Micron reported better-than-expected earnings, resulting in a significant stock increase for the company this year. The com...
- SEC exposes $15 million alleged scam: How WhatsApp groups, AI trading promises and fake SEC claims lured investorsThe SEC has charged multiple entities over two alleged investment scams totaling more than $15 million. The agency says WhatsApp groups, AI...
- Synopsys shares jump on robust growth outlook, OpenAI and AWS dealsSynopsys shares jumped 10% on Thursday after the chip-design software maker forecast fiscal 2027 revenue and profit above analysts' estimat...
- Finance ministry sees Q2 FY27 GDP growth at 7.3%, flags trade, crude and AI risksThe finance ministry expects India’s real GDP to grow 7.3% in Q2 FY27, above the RBI’s 6.4% forecast, but warned that global uncertainties ...
- US Stock Market predictions for Quarter 4: November midterm elections 2026, list of factors, concerns that will drive Wall Street investors, S&P 500, Nasdaq in final quarterUS Stock Market investors are gearing up for the final quarter of 2026 as November Mideterm elections loom large. Will S&P 500 and Nasdaq m...
- Global Market: Japan’s Nikkei hits six-week high as chip stocks rally on AI optimismJapan's Nikkei share average soared to a six-week peak, buoyed by chip sector stocks after favorable earnings guidance from Micron Technolo...
- Micron earnings: AI chip demand drives fresh memory boomMicron reported record revenue and profit, beating expectations, while strong AI data-centre demand drives memory sales. Robust HBM demand,...
- AI pressure, client caution cloud Indian IT earnings in September quarterIndia's top IT firms are bracing for underwhelming earnings as they revise annual revenue growth expectations downward. The duel of AI-indu...
- India's tech sector faces 53-60% talent gap in GenAI, cloud: ReportIndia's tech industry is growing fast, but the supply of AI-ready talent is not keeping pace, as TeamLease Digital's 'Digital Skills & Sala...
- Goldman Sachs identifies 42 Indian stocks riding AI build-outSeveral Indian companies are emerging as significant players in the AI infrastructure sector, according to Goldman Sachs. These 'AI Enabler...
- 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...
- Global AI trade could revive after recent pullback, JP Morgan saysThe recent pullback in the global AI trade has improved investor positioning, made valuations attractive and could spur a re-engagement, pa...
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