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AI INVESTMENT CYCLE
Global AI stocks fall as industry chiefs call for slowing developmentAnthropic CEO Dario Amodei, in a lengthy essay shared on X on Saturday, called on AI companies to slow the rate at which they advance model...- AI infrastructure struggling to keep pace with surging demand; real economy holds bigger opportunity: Goldman SachsAt the same time, the technology industry is debating whether to slow the pace of AI development. Anthropic CEO Dario Amodei advocated slow...
- Commodity Talk| “The conversation is shifting from ‘Can I trade commodities?’ to ‘What role should commodities play?’: Sunil KatkeGold has already established itself as a strategic asset for Indian investors, but the opportunity is increasingly extending to silver, cop...
- ETMarkets Smart Talk | AI, defence, power: Investors need to be selective as valuations turn expensive, says Aditya KhemaniAditya Khemani, Head of Equities at Invesco Mutual Fund, believes investors need to be particularly selective at this stage. He cautions ag...
- BRICS 2026: PM Modi sits down with Putin, talks $100 bn trade by 2030; Plan to deepen defence, energy, nuclear tiesIndia and Russia agreed to expand industrial collaboration across manufacturing and critical minerals. They aim to reach a $100 billion bil...
- Automated chip design, physical AI lead startup activity across APAC: AWS execOn the sidelines of the StradVision media tour in Seoul, Tiffany Bloomquist, AWS's head of startups for Asia Pacific and Japan, said these ...
- Apple's surprise price twist for old iPhone models exposes smartphone price painIn the wake of the iPhone 18's debut, Apple has made notable price hikes on its older iPhone models in India. This decision is largely infl...
- India’s banks could turn legacy tech into an AI advantage: BCGIndian banks may transform legacy systems into an AI advantage. Institutions with fewer old systems can directly adopt AI-first operations....
- New-age industries fuelling India's capex cycle, says SBI chiefCorporate spending on infrastructure projects is increasing across India. New sectors like data centers and green hydrogen are driving cred...
- $4 billion CIO Nimesh Chandan spots 4 bullish signals for Indian stocks. What changed?India’s stock market is poised for a broader recovery as four core cycles—macroeconomics, corporate earnings, credit growth, and market sen...
- Business outlook 2027: 7 growth opportunities Indian CXOs should watchIndia is entering 2027 with growth opportunities spread across manufacturing, technology, exports, infrastructure, and emerging consumer ma...
- ET Alpha Wealth Summit: Decoding the next market cycle and where opportunities lieET Alpha Wealth Summit 2.0 will feature veteran investor Prashant Jain decoding the next market cycle and the opportunities it could presen...
- ET Masterclass: Why AI skills and financial literacy are becoming essential for the next generationLearning is becoming less about collecting qualifications and more about building skills that can be used in real situations. The experienc...
- India in multi quarter growth upcycle, says Morgan Stanley; sees Sensex at 89,000 by June 2027Morgan Stanley sees India entering a multi-quarter growth upcycle, supported by improving investments, monetary policy and domestic demand....
- Infosys, HCLTech, TCS, other IT stocks drop up to 3% as Fed rate hike worries return. Here's whyIndian IT stocks dropped on Monday as stronger-than-expected US jobs data revived concerns over a September Federal Reserve rate hike. The ...
- India's cyclical recovery faces risks; oil supply shock, AI capex may hit corporate margins from Q2FY27: ReportIndia’s economic recovery faces growing risks from the oil supply shock, fading domestic stimulus and slowing AI investment, Nuvama Institu...
- GST returns, overseas investments, off-market stock deal come under AISThe Income Tax Department is set to enhance its Annual Information Statement by incorporating additional data. This revision extends to GST...
- Can Big Tech’s $1-trillion AI bet pay off? Jefferies explains why it remains bullishJefferies remains bullish on Big Tech’s $1-trillion AI investment despite near-term financial pressure. Rising customer backlogs, strong cl...
- NAREDCO Maharashtra to host Real Estate & Infrastructure Investors’ Summit 2026 (REIIS 2026) in MumbaiTheme ‘Re-Defining India’s Growth Story’ to Focus on Strategic Capital, AI Innovations, Infrastructure, and Global Investment Partnerships
- Indian IT companies may see growth recovery from FY27 as AI spending shifts to enterprise adoptionIndian IT firms anticipate robust growth starting FY27. Global technology spending will shift towards AI deployment and integration. This t...
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