AWS and Microsoft want to embed thousands of their own engineers at client companies to help them capitalize on artificial intelligence, wh...

BlackRock's Ben Powell is increasingly optimistic about Indian equities following a period of underperformance. He believes foreign investo...

DBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...

India's central bank has identified soaring AI stock valuations globally as a financial stability risk, warning of potential market spillov...

Market strategist Andrew Freris warns Wall Street's rally is built on shaky ground, citing weak earnings and excessive AI enthusiasm. He ad...

TVS Motor Company anticipates a complex yet exciting future, aiming to meet market expectations in India despite potential weather disrupti...

Macquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...

South Korea's chip industry is poised for a significant boost amidst soaring demand for AI components. Analysts highlight this as a crucial...

South Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attri...

Wall Street stocks fell on Friday, capping a roller-coaster week for tech stocks as traders fretted that valuations may be entering bubble ...

Global stock markets are experiencing a cautious rebound following a tech sell-off, fueled by AI spending and hawkish US interest rate sign...

Zoho founder Sridhar Vembu dismisses the massive AI data center buildout as a potential bubble, contrasting IBM CEO Arvind Krishna's concer...

New Federal Reserve Chair Kevin Warsh may follow Alan Greenspan's approach of not intervening in financial bubbles, a strategy that led to ...

Masayoshi Son, SoftBank's CEO, dismissed concerns about an AI bubble, calling it an "insult to AI" and emphasising its nascent stage with v...

Databricks is significantly boosting its presence in India, recognising it as a key market for growth and revenue. This expansion is fueled...

Global finance expert Aswath Damodaran warns AI's massive infrastructure spending, funded by debt, poses a greater risk than the dot-com cr...

AI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of mis...