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Anthropic’s Fable 5 takedown triggers India Inc push for AI self-relianceA US directive suspending access to Anthropic's AI models has spurred India Inc's push for self-reliance in AI infrastructure. Technology l...- Stocks, gold or debt? Rs 2.7 lakh crore fund manager who predicted bullion boom on where to invest nowManish Banthia, CIO-Fixed Income at ICICI Prudential AMC, who correctly predicted the gold rally in 2023, now sees little value in adding f...
- ET Alpha Wealth Summit Masterclass | India scores 6-7/10 on growth durability, but the real problem runs deeper, says Nomura's Aurodeep NandiIndia's strong GDP growth hides underlying fragilities. Economist Aurodeep Nandi warns that without boosting domestic demand and investing ...
- ET Alpha Wealth Summit | "Don't buy the consumption story blindly", Sakshi Gupta of HDFC Bank issues a warning most investors are ignoringHDFC Bank's Sakshi Gupta sees India's growth as resilient but incomplete, rating it a 6 out of 10. While acknowledging strong GDP, she caut...
- ET Alpha Wealth Summit | We are in Sankat Kaal, and in this Sagar Manthan, our job is to look for the next generation of winners: Saurabh MukherjeaIndia's economic future lies with manufacturing exporters, not consumer companies. Saurabh Mukherjea predicts this shift will drive earning...
- ET Alpha Wealth Summit | India's next decade: AI is an enabler, not a threat; investor expectations the real risk: Kailash KulkarniIndia's growth is diversifying beyond single sectors, with trade deals and manufacturing exports emerging as key drivers. Experts at the ET...
- The conviction in India continues to be very high: Citi's Achintya ManglaIndia is a significant market for Citi, with growth expected in AI, energy, and data-center infrastructure. Foreign investors are currently...
- US stocks: Oracle shares tumbles 12% as hefty AI spending, debt plans spook investorsOracle faced a sharp decline in stock prices on Thursday, triggering alarms among investors who are anxious about the company’s escalating ...
- Citi cuts Nifty target to 26,000 on El Nino, AI risks, picks one stockCiti Research lowered its Nifty target due to rising earnings risks linked to geopolitical tensions and other macro concerns. However, it r...
- Order book growth keeps Persistent Systems on trackPersistent Systems shares are rising, buoyed by optimism in the technology sector and advancements in artificial intelligence. The company ...
- Indian employers turn cautious for July-September quarter amid global uncertainties: ReportLooking ahead to the July-September period, India's hiring scene is poised for a slowdown as employers adopt a wait-and-see stance amidst g...
- India back at no.6 in m-cap league after Korea stock routIndia has reclaimed its position as the sixth largest economy by market capitalization. This shift occurred as South Korea's market cap saw...
- Jobs outlook may cool down in Sept quarter amid economic woesIndia's employment outlook is set to soften in July-September 2026, with 59% of employers anticipating hiring increases, down from 74% in t...
- Q4 FY26 earnings: Metal companies lead growth, backed by robust volumes and favourable pricing trendsET Wealth presents an 8-quarter earnings assessment report of various sectors. The year-on-year net profit growth for 18 sectors is present...
- Global Markets Watch: Tumbling tech darlings slam brakes on AI rallyAsian stocks experienced a significant plunge as investors exited AI-linked shares amid concerns of an overheated market. Disappointing out...
- 'AI won't just moderate posts, it will curate reality': Former White House AI czar David Sacks warns against govt control of AIDavid Sacks, chair of the President's Council of Advisors on Science and Technology and former White House AI and Crypto Czar, has criticiz...
- India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar SinhaIndia is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector ...
- Fed's Warsh inherits economy increasingly squeezed by inflationNew Fed Chair Kevin Warsh faces a challenging economy. Rising inflation, fueled by the Iran war's impact on energy and goods, is squeezing ...
- AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan GarnerForeign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...
- AI will expand opportunities for Indian IT; luxury housing demand remains strong: BofA SecuritiesAI presents significant new revenue streams for Indian IT services, despite job displacement concerns. Experts believe AI will expand beyon...
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