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AI MARKET GROWTH
US Stocks: Micron, Intel and other chip stocks fall up to 11% after record-breaking rallyChip stocks experienced a significant downturn, with major AI rally leaders seeing sharp profit-taking after a record quarter. The VanEck S...- No longer magnificent? How Apple, Microsoft and other Mag 7 stocks are crumbling under AI pressureThe Magnificent Seven are underperforming as investors question whether massive AI spending will generate adequate returns. With $2.3 trill...
- Paisalo Digital bets on AI and Nvidia chips to double its loan book in 3 yearsPaisalo Digital is aggressively pursuing a technology-first strategy, aiming to double its loan book in three years while maintaining a hea...
- 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...
- 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...
- Oaktree-backed ITG jumps in Nasdaq debut, signaling strong AI infrastructure demandThe debut adds to signs that investor appetite for companies supporting the AI buildout remains robust, as hyperscalers and technology fir...
- Meta names Alex Schultz first chief data officerMeta is reshuffling its leadership to bolster its AI and data strategy. Alex Schultz, previously Chief Marketing Officer, is now the compan...
- Everforth bets on India's GCC boom, AI demand to drive growthUS technology services firm sees India's maturing GCC ecosystem and AI-led digital engineering demand as key growth drivers after its rebra...
- How Agentic AI Is Growing — and how enterprises can make the best of itEnterprise software has spent the last two years shifting from AI that answers to AI that acts. Agentic AI - systems that plan multi-step w...
- Sticky inflation clouds rate outlook, but AI and earnings keep markets resilient: Santosh RaoThe AI-driven market rally is expanding beyond tech, with healthcare, financials, and transportation sectors showing robust participation, ...
- The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
- RBI flags AI stock boom as financial stability risk, says Indian banks remain resilientIndia's central bank has identified soaring AI stock valuations globally as a financial stability risk, warning of potential market spillov...
- 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 ...
- Why business impact is becoming the new measure of AI innovationThe ET Most Innovative AI Product Awards 2026 recognise AI solutions that have moved beyond experimentation to deliver measurable business ...
- India tops Taiwan to reclaim fifth spot in global market capitalisationIndia has surged back to the fifth spot globally in market capitalization, surpassing Taiwan. This marks India's second ascent in recent we...
- Microsoft shares head for worst month since 2000 as AI concerns wipe out $570 billionMicrosoft shares are heading for their worst month since 2000, falling 17% in June as concerns over heavy AI spending and delayed returns e...
- 'One-time opportunity': South Korea bets big on AI boomSouth Korea's chip industry is poised for a significant boost amidst soaring demand for AI components. Analysts highlight this as a crucial...
- AI chip rally faces reality check, but bubble fears may be overdone: Adrian MowatSouth Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attri...
- AI hasn't changed marketing's role, only how it delivers: Publicis Sapient CMOArtificial intelligence is revolutionizing marketing, but core responsibilities like driving growth and building customer relationships rem...
- Anthropic hires Orange's AI chief amid Europe pushOrange's Chief AI Officer, Steve Jarrett, is departing the French telecom giant to join U.S. AI startup Anthropic. He will be based in Pari...
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