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AI MARKET DISRUPTION
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...
- AI investment boom may fuel financial risks: BISThe Bank for International Settlements (BIS) has cautioned about the financial dangers linked to the rapid growth of AI, pointing to issues...
- Don't let AI chip off the old blockThe soaring demand for memory chips driven by artificial intelligence is leading to significant shortages that are affecting various indust...
- US stocks: US market ends lower as tech stocks weigh on sentimentWall Street ended lower on Friday, with AI chip stocks experiencing a significant downturn while Moderna and other healthcare companies sur...
- Global giants commit over $90 billion investment in India amid geopolitical uncertaintyGlobal giants are pouring over USD 90 billion into India, signaling strong confidence in its long-term growth despite global uncertainties....
- AI unlikely to trigger 'Job Apocalypse', it may create uneven workforce disruption: Goldman Sachs ReportA Goldman Sachs report suggests that concerns regarding an impending 'AI job apocalypse' may be overstated. Over the next decade, while AI ...
- AI levels the playing field as IT giants target mid-market gameWith the disruption that artificial intelligence has brought, mid-market companies have now accelerated tech spending, creating scalable op...
- Xbox to raise console prices worldwide from AugustGroups representing automakers, retailers, electronics firms and others had warned earlier this month that the increasing demand for memo...
- Indian tech’s Nifty share shrinks to record low on AI worriesIndia’s IT sector is losing dominance in the Nifty 50 as AI disruption fears trigger sustained selling. Its index weight has dropped to a r...
- India's growth story, not AI trade reversal, will drive foreign flows: Sameer DalalIndia's economic strength, not AI's decline, will drive foreign capital inflows, according to Sameer Dalal. He believes AI's market correct...
- AI stocks are in a 'blowoff top' phase but the game isn't over yet: Jonathan SchiesslGlobal tech and AI stocks are undergoing a necessary correction, not a collapse, according to Westminster Asset Management's Jonathan Schie...
- A new bunch of AI spin-offs ripe for the pickingIndian tech unicorns are transforming their internal AI tools into independent businesses, mirroring successes like Amazon Web Services and...
- Global Market: Standard Chartered bullish on Asia ex-Japan equities, sees strong AI-led growthStandard Chartered upgraded Asia ex-Japan equities to overweight, expecting the region to post the strongest earnings growth globally in 20...
- SpaceX falls for third day, erases $600 billion in market valueSpaceX shares have seen a significant drop, losing hundreds of billions in value over three days. This decline follows the company's announ...
- Tech, crypto firms to help tackle illegal wildlife tradeAnnouncement made as part of a business forum convened by Prince William and The Royal Foundation's United for Wildlife during London Cli...
- AI, AI Sir! Indian execs back in the classroom for a fresh chapterOnline education companies such as Coursera, Eruditus, upGrad and Simplilearn are reporting a sharp rise in enrolments over the past year $...
- US Stock Market: Accenture’s AI transformation faces investor skepticism as stock plunges; CEO Julie Sweet remains confidentAccenture's shares plunged nearly 20% after its fiscal third-quarter results revealed weaker-than-expected bookings and a softer outlook. C...
- Data centres, AI infra become IT's next growth betIndia's software services industry is finding new growth in data centers and AI. Companies like HCLTech, TCS, Accenture, and Cognizant are ...
- India's Wipro opens AI centre for Anthropic's Claude in BengaluruWipro has launched a new AI hub in Bengaluru. This centre focuses on Anthropic's Claude models. It aims to help businesses adopt AI more wi...
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