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AI INVESTMENT THEME
AI trade enters a new phase: Why DBS favours AI adopters over capex-heavy playersDBS says the AI investment theme is entering a selective phase as investors focus on companies converting AI adoption into productivity, st...- Death of the ‘obvious scam’: How AI is making cyberattacks look like normal emailsAI is making cyberattacks harder to detect as attackers use legitimate accounts, real conversations and familiar business workflows to evad...
- Stock selection key as earnings and valuation gaps widen: Tata MF’s Chandraprakash PadiyarStock selection will be critical for investors as earnings and valuation gaps widen across large-, mid- and small-cap stocks, according to ...
- ETMarkets NRI Talk | AI’s 30x sales premium: Apurva Sheth on OpenAI, Anthropic and the valuation debateOpenAI and Anthropic are reportedly commanding valuations that translate into roughly 30-38 times price-to-sales, compared with around 3.7 ...
- Beyond listed stocks: MSEI rallies 125%, Zepto retreats 48%; here’s how other pre-IPO names faredThe unlisted-share market has seen wide price swings in 2026, with MSEI more than doubling its indicative value, while Zepto has nearly hal...
- Jefferies’ Chris Wood calls energy India’s best structural growth story; names Hitachi Energy as picks-and-shovels playChristopher Wood, the global head of equity strategy at Jefferies, identifies India's energy sector as a promising arena for growth, driven...
- IPO multibagger ESDS shares hit 5% lower circuit as Q1 net profit more than halves. Time to sell?Newly-listed ESDS Software Solution hit the 5% lower circuit at Rs 1,758 after Q1 FY27 net profit fell 57% sequentially to Rs 29.3 crore. D...
- Maharashtra delegation woos AI, tech investment at Singapore conferenceA Maharashtra government delegation participated in the Tech in Asia conference held in Singapore. Delegates highlighted opportunities in a...
- India, US discuss boosting AI economy through energy, digital infrastructure at UNGAA roundtable discussing US-India partnership in artificial intelligence and energy was hosted by the Indian Consulate. The event gathered o...
- Billionaire Harsh Goenka uses a baby monkey to explain Nifty's performance and investors' frustrationHarsh Goenka recently used a humorous video of a baby monkey repeatedly slipping back down a slide to capture the frustration of Indian sto...
- ET Alpha Summit 2.0: Mapping global capital flows to identify the next big opportunityGlobal capital is constantly shifting across markets, sectors and asset classes as investors respond to growth, interest rates, valuations ...
- YuVerse takes its last-mile AI proposition to Global Fintech FestAt GFF 2026, YuVerse launched four AI products— Yu1, YuBuild, YuBuild Studio and YuFlux—spanning document-to-decisioning, conversational AI...
- Global Market: China tightens scrutiny of humanoid robot IPOs amid valuation concernsChina is slowing humanoid-robot IPO plans as regulators scrutinise soaring valuations and government-linked revenue, pushing companies to d...
- Global funds, same tech bet? The diversification trap Indian investors may missMany Indian investors mistakenly believe they diversify their portfolios by adding foreign countries. However, numerous global indices ofte...
- US Market: Fed rate path, oil prices and AI concerns to shape Wall Street this weekUS investors are set to focus on Federal Reserve rate signals, Middle East tensions, oil prices and Treasury yields this week. Attention wi...
- China slows humanoid robot IPO rush as hype outruns realityChinese regulators are putting the brakes on a rush of humanoid-robot companies seeking listings, people familiar with the matter said, as ...
- AI investment, government borrowing drive global cost of capital higher: Goldman SachsGoldman Sachs says the global cost of capital is rising as AI infrastructure spending pushes companies to borrow more while governments als...
- Wall Street Week Ahead: Investors focus on rate path, AI slowdown after Fed hikeAs the new week approaches, US stock investors are set to prioritize developments in interest rates and Middle Eastern unrest. Attention wi...
- 2026’s Best IPO: 325% gain in 7 sessions and now a third consecutive 5% lower circuit. What’s next for investors?ESDS Software Solutions has surged 325% in seven sessions after listing at a 76% premium, but the rally is now losing steam as the stock hi...
- AI, algorithms and human judgement: The future of portfolio managementAI is moving beyond technology and reshaping how investors analyse markets, manage risk and construct portfolios. As algorithms become incr...
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