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AI INVESTMENT CYCLE
AI investment cycle may have peaked, Jefferies warns; raises India allocation to 14%According to a recent Jefferies report, global investment in artificial intelligence appears to be facing a mid-cycle correction. Although ...
Equities, debt or gold? Kalpen Parekh lays out the right asset allocation approach this DiwaliInvestors should prioritize asset allocation instead of merely chasing recent gains. The ongoing market consolidation offers a chance for l...
US stocks today: Nasdaq rebounds from tech rout but extends weekly losing streak to four weeksUS stocks rebound as chipmakers recover from Thursday's steep selloff, but the Nasdaq records its fourth consecutive weekly decline. Nvidia...
Investors in other markets would be envious of India multiples: Rich Handler, chief executive of JefferiesJefferies CEO Rich Handler believes Indian equities remain reasonably valued despite the market correction and says easing long-term capita...
$5 billion in 5 days! Why FIIs are suddenly shopping Indian stocks non-stop this DiwaliForeign institutional investors have poured nearly $5 billion into Indian equities in five trading sessions, marking a sharp reversal after...
Bloodbath in Nasdaq, Kospi and Nikkei but why Nifty is an oasis of peace amid global routA global AI-led tech selloff has battered US and Asian markets, wiping out $3 trillion from S&P 500 companies. However, Indian equities are...
Nasdaq tumbles over 3% as tech stocks extend selloff after Democrats sweep midterms; Tesla plunges 9%, chipmakers slideUS stocks faced a sharp decline on Thursday, particularly in technology shares, amid concerns over regulatory scrutiny. The Nasdaq Composit...
US midterm election impact: What it means for investors in equities, bonds and goldThe US midterm election outcome could influence equities, bonds, gold and emerging market flows, but its direct market impact may remain li...
Democratic victories threaten to slow US data-centre expansion, ease bond yields: ICICI Bank reportThe US midterm election results have put 141 GW of planned data-centre capacity at risk of tighter policy restrictions, potentially slowing...
Global Market Today: Asian stocks rise as oil slides after US midterm electionsBenchmark indexes rose in Japan and Australia, pushing the MSCI Asia Pacific Index up by 0.3%. That was after the S&P 500 Index jumped 1.6%...
AI deployment accelerating, but enterprises becoming more discerning: Freshworks CEO Dennis WoodsideThe Nasdaq-listed software-as-a-service (SaaS) company reported a 14% year-on-year increase in revenue to $245.4 million for the July-Septe...
Chip startup Agrani Labs looks to raise $108 million from Peak XV, Google, SamsungPeak XV Partners is leading the round and is expected to contribute more than half of the total funding. Google, HCL Tech, Samsung Ventures...
India gains as global investors move away from AI-linked stocks: Goldman SachsIndian equities outperformed the Asia-Pacific region in the MXAPJ index by 7 percentage points last month, making the country one of the be...
Retailer Zalando launches AI shopping agent as margins squeezedZalando has launched its inaugural AI shopping agent, aiming to refine its online retail experience significantly. This innovative platform...
FPI G-Sec outflows nearly halve to Rs 5,400 crore in OctoberForeign portfolio investors reduced their selling of Indian government securities and equities in October compared to September. Despite th...
FPI buying returns to Dalal Street as global investors rethink AI betsForeign portfolio investors have shifted from aggressive selling to net buying of Indian equities recently. They invested nearly $1.2 billi...
Hospital balance sheet: How AI could cut costs and improve efficiencyAs hospitals grapple with soaring costs in drugs, supplies, and labor, the integration of AI emerges as a vital necessity.
Intel stock plunges 30% as weak PC demand and AI costs trigger global chip selloffIntel shares plunged 30% after the chipmaker issued a weak fourth-quarter revenue forecast and warned of negative cash flow for the year. T...
Global Market: South Korean stocks tumble over 5% as AI spending concerns hit chipmakersSouth Korean shares plunged as a selloff in semiconductor stocks intensified amid concerns over the sustainability of global AI investments...
Big Tech’s AI push faces a $1 trillion profit test, says UBSUBS Global Research indicates that major cloud companies must generate an additional $1 trillion in operating profits by 2031. They are exp...