Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
10 Jun, 2026, 10.01 AM IST
SpaceX aims to launch orbital AI computing tests by end of next yearDuring two investor presentations ahead of the IPO, both featuring President Gwynne Shotwell and Chief Financial Officer Bret Johnsen, Spac...
10 Jun, 2026, 07.10 AM IST
India scores 6-7/10 on growth durability, but the real problem runs deeper, says Nomura's Aurodeep NandiIndia's strong GDP growth hides underlying fragilities. Economist Aurodeep Nandi warns that without boosting domestic demand and investing ...
09 Jun, 2026, 05.29 PM IST
India a major growth market for Celonis, says senior execThe Germany-based company said it already serves 260 global capability centres (GCCs) in India, counting companies such as Mercedes-Benz, H...
09 Jun, 2026, 12.50 PM IST
Explained: How AI mania has thrown India Inc out of MSCI EM's top 10 and world's top 100 listIndian companies are no longer in the top 10 of the MSCI Emerging Markets Index. A surge in AI stocks has shifted global capital. Taiwan an...
09 Jun, 2026, 12.18 PM IST
US lawmakers urge tighter rules on contract chipmakers supplying Chinese firms' overseas unitsThis comes after the Trump administration last week moved to halt a potential loophole that may have led companies to export advanced chi...
09 Jun, 2026, 08.40 AM IST
US stocks | Alphabet taps Intel to make three million in-house chips: ReportNvidia has not placed an order with Intel yet, but has been evaluating whether the company's technology can be used to make a processor tha...
08 Jun, 2026, 10.02 PM IST
Intel Foundry comeback! Is a bigger Intel stock surge ahead? INTC shares surge 9.16% today as Google’s 3 million TPU order and Nvidia testing fuel Intel’s AI revivalIntel stock is back in focus. INTC shares surged 9.16% after reports that Google ordered more than 3 million TPU AI chips from Intel for 20...
08 Jun, 2026, 08.09 PM IST
West Bengal's electronics factory push; Fed jitters hit TCSWest Bengal is exploring ways to expand electronics manufacturing under EMC 2.0. This and more in today's ETtech Top 5.
08 Jun, 2026, 07.40 PM IST
AI isn’t just for large enterprises: Xebia's Anand Sahay on why MSMEs could be AI’s biggest winnersAs India accelerates its sovereign AI ambitions, the focus is shifting from infrastructure to outcomes, how businesses can harness AI to im...
08 Jun, 2026, 10.23 AM IST
India's cybersecurity talent gap grows as skills prove hard to findIndia faces a critical cybersecurity talent shortage, with nearly 39,000 unfilled positions, especially in emerging fields like IoT and blo...
08 Jun, 2026, 06.00 AM IST
India can win in AI deployment despite lagging in advanced chips: Neelkanth MishraIndia can create significant economic value by deploying artificial intelligence to solve real-world problems in healthcare, education, and...
07 Jun, 2026, 06.07 PM IST
US economy remains strong, India must accelerate reforms and AI adoption: Ajay SrivastavaMarket veteran Ajay Srivastava highlights the U.S. economy's robust performance, contrasting it with Indian investors' perceptions. He emph...
04 Jun, 2026, 02.07 PM IST
Fed's Warsh inherits economy increasingly squeezed by inflationNew Fed Chair Kevin Warsh faces a challenging economy. Rising inflation, fueled by the Iran war's impact on energy and goods, is squeezing ...
04 Jun, 2026, 07.14 AM IST
India leading the pack in AI adoption: Microsoft’s Puneet ChandokIndia is leading Copilot's rapid adoption, with a 250% year-on-year growth in deployment. Major IT firms like Infosys, TCS, and Wipro are s...
03 Jun, 2026, 06.00 AM IST
Palo Alto Networks warns AI-powered cyberattacks could overwhelm enterprises within months: Meerah RajavelPalo Alto Networks warns that advanced AI-powered cyberattacks could become widely accessible within months, significantly lowering the bar...
02 Jun, 2026, 08.45 AM IST
SoftBank to invest €75 billion in 5 GW French AI centresSoftBank Group is set to invest up to $87 billion in France to build 5 gigawatts of AI data center capacity, aiming to establish the countr...
01 Jun, 2026, 06.19 AM IST