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AI SECTOR VALUATION
UBS CEO says AI investors had been pricing for 'perfection' until sector's sharp correction- Anthropic wants to create new billionaires through its IPO, but American voters are growing tired of Big Tech's wealth explosion
- Market may deliver bumper returns by next Diwali as valuations and earnings align, says Raamdeo Agrawal
- PSBs, pharma and defence: HDFC Securities CEO names Samvat 2083’s dark horsesHDFC Securities MD and CEO Dhiraj Relli identifies public sector banks, pharmaceuticals and defence as potential outperformers in Samvat 20...08 Nov, 2026, 01.09 PM IST
- Nifty bulls reclaim 25,000 mark as FIIs step up India buying: 5 factors that will determine D-Street's fate next weekIndian equities rallied nearly 9% last week as the Nifty reclaimed 25,000 and the Sensex gained 8.82%. FIIs bought Rs 45,960 crore, while D...08 Nov, 2026, 12.13 PM IST
- How to invest this Diwali: ICICI Prudential AMC’s Chockalingam Narayanan shares his Samvat 2083 playbookAs investors prepare for Samvat 2083, the focus is shifting towards companies with strong earnings and cash flows. ICICI Prudential AMC sug...08 Nov, 2026, 10.20 AM IST
- Largecaps over SMIDs: Ambit’s Nitin Bhasin and Bharat Arora share their Samvat 2083 strategyAs we step into the new Samvat, investors are advised to take a more cautious stance with their portfolios. The focus should be on large-ca...07 Nov, 2026, 12.23 PM IST
- Risk-off mood sweeps European stocks as AI concerns deepenEuropean markets saw a 1% dip as a wave of selloffs hit insurance stocks following a Democratic victory, raising concerns around the stabil...07 Nov, 2026, 09.35 AM IST
- Nifty’s 8% surge this week is the best since January 2021. Are bulls here to stay?Nifty surged 8% this week, marking its biggest weekly gain since January 2021, as foreign investors returned to Indian equities. Strong Q2 ...06 Nov, 2026, 03.34 PM IST
- $5 billion in 5 days! Why FIIs are suddenly shopping Indian stocks non-stop this DiwaliForeign institutional investors have poured nearly $5 billion into Indian equities in five trading sessions, marking a sharp reversal after...06 Nov, 2026, 01.26 PM IST
- Largecaps could finally have their day in Samvat 2083, says TCG AMC’s Shahzad MadonLargecaps, which have lagged mid- and smallcaps for much of 2026, could finally regain market leadership in Samvat 2083 as investors turn t...06 Nov, 2026, 12.45 PM IST
- China, Hong Kong stocks fall as US tech rout sparks AI bubble fearsChinese and Hong Kong stocks took a hit as American tech shares slumped overnight, fueling worries about the durability of the artificial i...06 Nov, 2026, 11.45 AM IST
- Was Michael Burry right about the AI bubble? Wall Street loses $2 trillion as AI and chip stocks plunge: Why are Tesla, Palantir, AMD, Broadcom and SanDisk crashing?Michael Burry's warning about an AI bubble is back in focus as Wall Street loses more than $2 trillion in market value. On Thursday, Novemb...05 Nov, 2026, 10.48 PM IST
- Upbeat earnings bolster case for India stocks as Asia waversIndian equities are outperforming Asian peers, supported by stronger-than-expected corporate earnings, improving valuations and renewed for...05 Nov, 2026, 08.52 AM IST
- AI bubble is coming, and there is no way out! Aswath Damodaran explains what investors should do before the crash beginsValuation expert Aswath Damodaran believes an AI bubble is inevitable and investors cannot avoid its impact entirely. In a recent podcast, ...04 Nov, 2026, 09.47 PM IST
- Nikkei slides to 3-month low as AI stocks tumble on US election jittersJapan's Nikkei index took a hit as AI-driven stocks plummeted following the aftermath of the US elections, raising alarms over potential De...04 Nov, 2026, 09.07 AM IST
- Wall Street's hidden bargains: 10 US largecap stocks trading at historic discount for investorsAt least 10 US large-cap stocks trade at 47%-63% discounts to sector valuations, according to Vested Finance. Comcast leads the list, along...03 Nov, 2026, 08.33 PM IST
- European shares fall as tech stocks slide, Middle East tensions weighEuropean shares declined as technology stocks led losses amid concerns over AI valuations and escalating US-Iran tensions. Rising oil price...03 Nov, 2026, 05.26 PM IST
- Record-breaking FII selling may have peaked, says Nomura. Why the Nifty target could riseFIIs may be nearing the end of their record selling spree in Indian equities as outflows ease, earnings beat expectations and valuations fa...03 Nov, 2026, 11.14 AM IST
- US Midterm elections, Apple earnings, jobs data to test Wall Street after AI routWall Street faces a pivotal week as US midterm elections, major corporate earnings and October jobs data test investor sentiment. Recent AI...02 Nov, 2026, 09.37 AM IST
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