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AI INVESTMENT IN EMERGING MARKETS
AI investment in emerging markets must go beyond models to ecosystems: ReportArtificial intelligence is poised to revolutionize economies, but emerging markets must cultivate local ecosystems to truly benefit, a Worl...
Investors looking for shelter from AI storm are turning to IndiaIndian equities are emerging as a stable investment choice amidst global market volatility, particularly as the AI rally cools. While previ...
AI's biggest winners may be the engineers who don't write codeIndia's AI data-centre industry is witnessing explosive growth, leading to an unprecedented demand for mechanical and electrical engineers ...
Every enterprise is investing in AI; very few can prove their impactEvery enterprise now has an AI strategy, but few can prove it works. As adoption becomes universal, execution becomes the real differentiat...
OpenAI offers 5% stake to Trump administration: reportThe proposed arrangement would involve other U.S. AI companies handing over a similar stake to the government, The Financial Times reporte...
NuVentures invests in the US-based LinqAlpha, an AI-powered investment research firmFounded by former MIT PhDs and Golman Sachs Analysts Jacon Choi, Subeen Pang, Jin Kim, and Hojun Choi in 2023, the startup uses AI agents t...
India's premium has almost entirely disappeared now: Ben Powell, BlackRockBlackRock's Ben Powell is increasingly optimistic about Indian equities following a period of underperformance. He believes foreign investo...
Meta stock: Why are Facebook, Instagram, WhatsApp shares are rising today at U. S Stock Market?Meta has poured hundreds of billions of dollars into data centers and AI chips.
AI sovereignty hinges on domestic compute, governance capacity: UN AI panelThe report, published by the Independent International Scientific Panel on AI, which was established by the UN General Assembly last year a...
Every enterprise is competing to define the future of AI. Is yours ready to be recognised?As enterprise AI shifts from proof of concept to proven impact, recognition is becoming a mark of credibility, not just achievement. The ET...
Global Market: Samsung, SK Hynix double down on AI chip boom with massive investment push despite oversupply risksSouth Korean chip giants Samsung and SK Hynix are investing trillions to boost memory chip production, fueled by soaring AI demand. This am...
Global Market: BlackRock turns cautious on emerging market stocks, upgrades euro zone bondsThe BlackRock Investment Institute has turned more cautious on emerging market equities and hard-currency debt, while upgrading euro zone g...
Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycleSouth Korean tech giants Samsung and SK Hynix are investing billions in AI chip production, a move lauded by President Lee Jae Myung. While...
US stocks may be headed for a sharp correction, warns Andrew Freris amid AI spending boomMarket strategist Andrew Freris warns Wall Street's rally is built on shaky ground, citing weak earnings and excessive AI enthusiasm. He ad...
Tata Communications announces strategic subsea cable investments between India and SingaporeTata Communications is significantly boosting its subsea cable network between India and Singapore, investing in new fiber capacity to enha...
US Stock Market: Economic resilience collides with expensive valuations on Wall StreetThe US economy shows surprising strength with robust job growth and consumer spending, yet Wall Street is faltering. Investors are wary of ...
The AI boom won't burst all at once. It will pop in 'rolling bubbles': MacquarieMacquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...
China, India see top firms lose market cap share in AI lagMajor stock markets in China, India, and Hong Kong are lagging in the global AI race, with top companies now holding a smaller market share...
ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...
ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEOGlobal markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGir...