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AI IN CAPITAL MARKETS
AI in Hungary could unlock productivity gains of €15 billion: McKinseyMcKinsey projects AI could boost Hungary's productivity by €15 billion by 2030, helping close the gap with European neighbours. However, la...- Sarvam: When US slams the door, India begins to find its own openingSarvam AI’s rise to a $1.5 billion valuation after raising $234 million marks a major milestone for India’s push toward AI sovereignty. The...
- US Stock Market: SpaceX IPO sparks debate over index inclusion rules and investor riskSpaceX's market debut sparks debate on how stock indexes should include mega-cap newcomers. Nasdaq added the company, while S&P 500 held ba...
- Our capital-raise is large for India but quite small in global context: Sarvam’s Vivek RaghavanIn an interview with ET, Sarvam cofounder Vivek Raghavan said the company would use the capital to build compute infrastructure, train and ...
- Beyond Vedanta: The other Anil Agarwal stock that just exploded 500% on AI boomSterlite Technologies, a Vedanta-backed optical fibre manufacturer, has witnessed an extraordinary 500% surge in its stock value in 2026, d...
- Indian VCs turn to US AI startups in search of bigger returnsIndian VC firms are increasingly backing AI startups founded by non-Indians, drawn by the promise of higher returns, writes Swathi Moorthy.
- Former Tech Mahindra executive Rajashree R joins VC firm Kalaari CapitalFormer Tech Mahindra executive Rajashree R has joined venture capital firm Kalaari Capital, bringing nearly two decades of IT sector experi...
- Sarvam raises $234 million led by HCLTech at $1.5 billion valuationIndia's Sarvam AI has secured $234 million in a funding round led by HCLTech, valuing the homegrown AI startup at $1.5 billion. This invest...
- Global Markets: AI supply chain bets propel Asian hedge funds to stellar performanceAsia-focused hedge funds delivered outsized returns in 2026 by riding the artificial intelligence boom across semiconductors and related te...
- CEA Anantha Nageswaran says AI stock valuations definitely in a bubbleIndia's Chief Economic Advisor V Anantha Nageswaran warns that artificial intelligence stock valuations are a bubble. He believes the narra...
- AI euphoria to end? Chris Wood warns mega IPOs, bond pressures may trigger tech correctionJefferies strategist Christopher Wood has warned that the AI-driven stock rally may face a near-term correction amid rising bond yields, cr...
- Sebi to issue guidelines on responsible use of AI in capital markets, chief Pandey saysIndia's market regulator, SEBI, is creating rules for artificial intelligence in financial markets. SEBI chief Tuhin Kanta Pandey announced...
- World's first trillionaire: SpaceX premium debut briefly hands Elon Musk historic statusElon Musk briefly touched a trillion-dollar net worth as SpaceX shares surged on its Wall Street debut, though his wealth later settled bel...
- India likely past peak outflows, AI gap its advantage, Lighthouse Canton saysDomestic benchmarks Nifty 50 and Sensex are down about 11% and 13% so far in 2026, respectively, after fears of AI-led disruption tanked th...
- ET Alpha Wealth Summit | 'India's AI index beat Mag-7 plus Nvidia': Hiren Ved says stop mourning FII exits and start investing smarterIndia is in an 'Opportunity Kaal', not an AI drought, and that companies using AI aggressively will leave rivals behind within five years, ...
- Signs of worry: Is SpaceX's $75 billion IPO ringing the bell of market top?SpaceX's upcoming IPO at a staggering valuation is sparking debate. Investors wonder if this massive listing signals the peak of the curren...
- The conviction in India continues to be very high: Citi's Achintya ManglaIndia is a significant market for Citi, with growth expected in AI, energy, and data-center infrastructure. Foreign investors are currently...
- US stocks: Oppenheimer launches Wall Street's first coverage of SpaceX with bullish outlookBrokerage Oppenheimer has started covering SpaceX. They issued an 'outperform' rating and set a price target of $190. This is ahead of the ...
- Oracle's AI spending blows past estimates, raising worries over growing debtOracle, which has major deals to build data centers for customers such as Meta Platforms and OpenAI, is working to position itself as a ma...
- Super Micro Computer to raise $7 billion in equity offerings to meet AI server demandAI infrastructure firms have seen accelerated demand as tech companies and cloud providers ramp up investments in data centers to support ...
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