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AI INVESTMENT ANALYSIS
ET Alpha Wealth Summit 2.0: How portfolio management is evolving with AIThe ET Alpha Wealth Summit 2.0 is scheduled for October 8, 2026, in Mumbai. This event will gather various investment professionals includi...- 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...
- MF Tracker: Nippon India Taiwan Equity Fund tops 1-year return chart with 118% gains. Can the strong performance continue?The Nippon India Taiwan Equity Fund has achieved impressive returns exceeding 118% over the last year, driven largely by Taiwan's booming t...
- Menlo Ventures on AI slowdown; Ola Electric CEO pledges stakeHappy Monday! Menlo Ventures, an early Anthropic backer, says the real AI constraint is compute, not a slowdown in frontier models. This an...
- SoftBank’s Masayoshi Son has rare cautionary note on AI safetyIn a recent statement, Masayoshi Son underscored the critical importance of international unity in managing the safety risks associated wit...
- The missing middle in Asia’s finance puzzle: AVPN CEO on MSMEs, capital and capabilityFrom MSME finance and AI skilling to blended capital and climate investment, AVPN CEO Naina Subberwal Batra explains why coordination is be...
- US stocks: Nasdaq rises while S&P, Dow dip as softer inflation cools Fed hike betsOn Wednesday, inflation data led to mixed market movements, with the Nasdaq increasing slightly. The Dow and S&P 500 faced declines, althou...
- Anthropic IPO prospectus reveals deep reliance on Amazon, Google for sales and computeAnthropic plans a highly anticipated IPO and seeks a valuation of approximately $2 trillion. The company reported a sharp increase in reven...
- Anthropic IPO explained: $2 trillion valuation, ballooning net loss, AI risks and other details in leaked IPO papersAnthropic is preparing for a potential IPO as its revenue surges, but losses and infrastructure commitments balloon. The AI company has als...
- India’s Decisive Decade: 7 Business trends every CEO should watchIndia's business landscape is changing quickly, with AI, manufacturing, services, cybersecurity and new markets creating fresh opportunitie...
- Vertex in funding talks with RapidCanvas, Supernova to sharpen AI focus: SourcesThe investor is looking to sharpen its focus on AI after consumer investments in India, they said. Vertex is likely to invest around $20 mi...
- Lessons from Chinese AI Firms on Owning Customers’ HabitsAs U.S. AI firms compete in an escalating race for superior models, bigger benchmarks, and more advanced features, Chinese companies are pu...
- IT firms cut H-1B reliance; Anthropic flags AI risks in IPO filingTop Indian IT firms have sharply cut H-1B visa filings as rules tighten. This and more in today’s ETtech Top 5.
- China is building a new rulebook for dealing with the US — tariffs are only the beginning of a much broader resetChina and the United States have established a reciprocal framework for tariff reductions on approximately $30 billion of goods from each s...
- Seligman Ventures doubles capital to $1 billion as AI boom revives hardware betsSeligman Investments has doubled the deployable capital of its venture arm to $1 billion less than a year after launching it, betting that ...
- AI in portfolio management: How technology is reshaping the manager’s roleArtificial intelligence is reshaping investment research and portfolio management, from screening stocks and analysing data to identifying ...
- Your Talent Strategy Has to Keep Up with Your AI TransformationThe entry-level job pipeline is thinning globally, and the consequences of eliminating these types of roles in favor of AI are compounding....
- Why is Oracle’s debt suddenly flashing warning signs? Its 8% bond yield raises a bigger question about who will finance the trillion-dollar AI data-center boomBond investors are actively hedging against Oracle. The cost to insure the software company's debt reached a record high this week. Its 6.7...
- Better AI won’t fix bad company data: Fuel Cycle’s Daryush LaqabCompanies are increasingly deploying AI agents, but data quality remains a significant challenge in their effectiveness. Around 40% of larg...
- As the coding boom fades, computer science grads focus on AI skills in choppy job marketThe elevated jobless rate in the field - at around 7.1% for recent computer science and computer engineering graduates, according to an Ass...
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