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AI INVESTMENT CYCLE
US Stock Market: Wall Street investment banking revival gains momentum as IPOs, M&A fuel deal boomWall Street's investment banking recovery is gathering momentum, driven by a rebound in IPOs, M&A deals and corporate debt issuance. The si...
Global growth set to slow to 2.5% and India 'will lose a step too': Moody's AnalyticsMoody's Analytics expects global growth to slow to 2.5% in 2026, saying India too "will lose a step" amid a broader moderation in activity....
Nvidia partners with Japan robotics firms on AI developmentNvidia announced a partnership with Japanese companies like Fanuc and Yaskawa Electric. This collaboration aims to advance robotics and art...
Global Market: TSMC likely to post record Q2 profit as AI chip demand powers growthTaiwan Semiconductor Manufacturing Co. is expected to report another record quarterly profit. Robust global demand for artificial intellige...
To Thrive in the AI Era, Companies Need Agent ManagersAs autonomous AI agents move from experimentation to execution, companies are discovering they need a new kind of leader to manage them. Dr...
Is Wall Street heading towards a massive crash by 2026-end? Here's what history may be hinting atStrong US stock gains in '26 are being overshadowed by historical midterm election volatility, AI valuation concerns and bearish warnings. ...
Wall Street banks see AI 'super cycle' set to boost deals, financingInvestment banks have reaped strong fees from AI-related deals, including SK Hynix's $26.5 billion ADR offering and SpaceX's record $86 bil...
Goldman Sachs profit tops estimates on trading boom, corporate deal spreeGoldman Sachs has reported robust profits for the second quarter, surpassing analysts' predictions. The firm's equities revenue soared to u...
Elevation Capital closes $500 million India fund; to back startups building on AI’s app layerThrough its ninth India fund, Elevation will back early-stage startups building AI-led businesses tackling India's large, operationally com...
Global Market: South Korea targets AI-led growth, raises 2026 GDP forecast to five-year high; chip stocks in focusSouth Korea has raised its 2026 GDP growth forecast to 3%, the fastest pace in five years, backed by an AI and semiconductor-led investment...
SK Hynix US-listed shares slip nearly 8% as Nasdaq debut euphoria coolsSK Hynix’s US-listed shares fell nearly 8% after a strong Nasdaq debut, as investors booked profits in AI-linked chip stocks. The decline t...
Will Google be Berkshire CEO Greg Abel's best stock pick after predecessor Warren Buffett's Apple bet?After taking over the reign as Berkshire Hathaway CEO in January this year, Greg Abel began putting the company’s record cash pile of nearl...
Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and ChinaChristopher Wood of Jefferies warns that the AI trade is showing signs of fatigue as investors seek cheaper value opportunities. With India...
SK Hynix makes US debut today. Will investors sell Micron to buy the AI memory leader?SK Hynix begins US trading after a $26.5 billion ADR sale, expanding investor access to its AI memory chip business. The Nasdaq listing cou...
120,000 tech jobs cut in 2026 as AI drives Big Tech's reset; India's IT could be nextGlobal technology layoffs are resurfacing in 2026, driven by artificial intelligence adoption. Companies are restructuring teams and automa...
TCS braces for muted June quarter earnings; AI outlook and deal pipeline in focusTata Consultancy Services anticipates slower revenue and profit growth for June 2026 quarter. Client decision cycles are elongating, impact...
Meesho, Dailyhunt investor B Capital closes $500 million early-stage fundThe new fund will invest mainly in seed, Series A, and Series B rounds across technology, healthcare, energy, and frontier technology compa...
25% chance of Sensex hitting 1 lakh in next 1 year: Morgan Stanley's Ridham DesaiMorgan Stanley's Ridham Desai sees a 25% chance of the Sensex touching 1 lakh within the next year, driven by stronger earnings and improvi...
AI capex cycle likely to end with market pushback, not spending cuts: JefferiesGlobal brokerage Jefferies suggests the AI investment boom might falter not due to tech giants cutting spending, but investor impatience fo...
AI chip demand stays strong, but component shortages emerge as next challenge: NomuraThe artificial intelligence (AI) boom is entering a new phase where the biggest challenge is no longer demand for AI chips but shortages of...