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AI HYPE
Once-hot AI trade leaves Korean stocks struggling for buyersSouth Korea's stock market is facing a significant downturn after a dominant run in the global AI sector, as the Kospi has dropped 22% sinc...- AI can pick the fund, but can it stop you from selling at the bottom?The software can analyse thousands of funds and figure out that the three or four you are researching have almost identical portfolios. How...
- Degree in one hand, AI course in the other: College students aren’t waiting for classrooms to catch up with jobsAmid rapid technological advancements, college students are embracing online learning platforms like Coursera and Simplilearn to equip them...
- Ruchir Sharma’s India scorecard: How it fares on his 10-rule benchmarkRuchir Sharma says India remains a middling investment story rather than a clear outperformer, with strengths in demographics, inflation an...
- India’s healthcare AI opportunity could become the next big investment storyThe digital rails are ready. India now needs patient capital and founders ambitious enough to build on them.
- Too early to write India off in the global AI race: Andreessen Horowitz’s Raghu RaghuramIndia has few frontier AI model companies and limited computing capacity, but according to a16z managing partner Raghu Raghuram, the countr...
- VCs hungry for kitchen startups; Vala Afshar’s blueprint for India’s AI futureHappy Thursday! Venture capital investors are betting on the premiumisation wave wafting into Indian kitchens. This and more in today’s ETt...
- AI firms like Anthropic can slow down, but can't ask others while they keep building: Zoho's Sridhar VembuSridhar Vembu emphasised the responsibility of AI companies to address safety while continuing development. He criticised firms that advoca...
- iPhone 18 Pro Max review: Built for creators, refined for everyoneThe iPhone 18 Pro Max focuses on practical upgrades for creators, with a variable-aperture camera, stronger sustained performance and longe...
- ETMarkets Smart Talk | Anthropic, SpaceX, US stocks: Viram Shah on how Indian investors can access global opportunitiesThe global investment opportunity set is getting wider for Indian investors. From high-profile AI companies such as Anthropic to blockbuste...
- ETMarkets Smart Talk | Fed, inflation, rupee: How investors should navigate India’s 7%+ bond yields, says Vineet AgrawalWith the 10-year government bond yield moving above 7%, investors are once again facing a key question: is this an opportunity to lock in a...
- Global Market: China tightens scrutiny of humanoid robot IPOs amid valuation concernsChina is slowing humanoid-robot IPO plans as regulators scrutinise soaring valuations and government-linked revenue, pushing companies to d...
- China slows humanoid robot IPO rush as hype outruns realityChinese regulators are putting the brakes on a rush of humanoid-robot companies seeking listings, people familiar with the matter said, as ...
- ETMarkets Smart Talk | Higher US rates could accelerate capital flight from EMs, but India remains better insulated: Rajesh PalviyaRajesh Palviya, Head of Research at Axis Direct, believes another US rate hike could tighten global financial conditions, strengthen the do...
- ETMarkets PMS Talk | ‘A narrative has to be supported by numbers’: Anil Rego on finding real multibaggers of the futureRego says the firm’s multibagger framework looks for emerging leaders where earnings could potentially double over the next three to five y...
- ETMarkets Smart Talk | From Anthropic to SpaceX: Mehul Vora on AI valuations, IPO hype and investor risksThe excitement around AI and high-profile IPOs is undeniable—but the bigger question is whether valuations are being driven by current busi...
- ETMarkets Smart Talk | Don’t chase growth at any valuation; rising US yields can pressure P/E multiples: Manish KumarMidcap and smallcap stocks are hitting record highs, but rising valuations and higher US Treasury yields could challenge the rally. ICICI P...
- One AI issue unites Republicans and Democrats: Data centre limitsAmericans increasingly worry about artificial intelligence's environmental effects. Many citizens are concerned about data centers' local e...
- Global AI stocks fall as industry chiefs call for slowing developmentAnthropic CEO Dario Amodei, in a lengthy essay shared on X on Saturday, called on AI companies to slow the rate at which they advance model...
- Will Wall Street crash today? Nasdaq futures tumble nearly 2% as AI stocks plungeNasdaq futures fell as OpenAI and Anthropic leaders urged slower AI development for safety. Investor Michael Burry criticized these warning...
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