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US stocks enter seasonally strong Q4 with bond yields, AI spending in focusUS stocks enter Q4 with strong seasonal support, but rising Treasury yields, elevated valuations and heavy AI spending create risks. The S&...- AI deals seen driving medium-term growth as Indian IT sector faces muted Q2: ReportIndia's IT services sector is likely to see muted performance in the second quarter of FY27, but increasing traction in artificial intellig...
- TCS, Infosys and other IT stocks in focus after Accenture Q4 revenue, outlook beat estimatesIndian IT stocks including TCS and Infosys are in focus following Accenture's strong Q4 results and above-estimate revenue guidance. While ...
- US Stock Market prediction for Monday, October 5: S&P 500, Nasdaq, Dow Jones, Russell 2000 investors eye positive trading today, top stocks to watch outUS Stock Market prediction: As the fourth quarter kicks off, the stock market is already on pace for a solid year. The benchmark S&P 500 as...
- IT Q2 preview: Muted growth, steady margins likely; deal conversion, AI deflation in focusResearch advisory UnearthInsight expects the top-five IT companies to grow 0.5-1% quarter-on-quarter in the second quarter of FY27, with li...
- AI's race to transform the world before the money runs outCumulative spending globally on data centers alone could top $30 trillion by 2050, according to a projection by PwC, almost matching the va...
- Valuations of IT stocks already capture most of AI disruption risk: Chintan HariaThe Nifty IT index’s 25% fall in 2026 may have already priced in much of the threat from AI. Chintan Haria of ICICI Prudential AMC sees sel...
- IT Q2 review: Muted growth, steady margins likely; deal conversion, AI deflation in focusIndia's leading IT firms are projected to exhibit modest revenue growth and stable margins for the second quarter. Analysts anticipate that...
- AI's race to transform the world before the money runs outInvestment in AI technology continues to rise, surpassing historical investments seen in railways and the internet. Major AI firms are expe...
- Wall Street Week Ahead: Spiking bond yields, midterms, earnings to test US stocks' typical fourth-quarter strengthAs the fourth quarter commences, US stocks traditionally experience a positive trajectory. Nonetheless, investors face hurdles such as clim...
- Global equity funds draw $34.76 billion, log second straight week of inflowsGlobal equity funds attracted $34.76 billion in the week through September 30, marking a second straight week of inflows as optimism around...
- Global factory activity boosted by AI spending boomAs AI investments surge, manufacturing activity in Europe and Asia grows noticeably. India boasts significant expansion in its manufacturin...
- Temasek comfortable with current AI spending levels, executive saysSingapore's Temasek is not worried about the massive levels of spending from hyperscalers powering the AI buildout, its executive said on T...
- GCCs build FDE chops in-house to claw back millions in AI spendsThe shift could see GCCs bring $200-300 million worth of FDE-style consulting work in-house across the top 50 mature centres, a report call...
- Anthropic's IPO prospectus sharpens focus on AI valuationsAnthropic is betting that AI will reshape the global economy more profoundly than industrialization, electricity and the internet, accordin...
- Anthropic eyes $518 billion AI buildout; backed by 80% non-cancellable dealsThe AI startup said it plans to spend at least $111.1 billion with Google , $110 billion with Amazon and $31.4 billion with Microsoft under...
- Anthropic IPO: 5 points to know behind its $2 trillion bet, $42 billion loss and warning of existential AI risks to humanityAnthropic’s possible IPO: A draft of Anthropic’s S-1 filing leaked to Reuters provides the clearest look yet at the economics behind fronti...
- AI bubble to burst sooner than expected? Michael Burry believes it would take only one season of revenue disappointmentMichael Burry has accelerated his bearish outlook on AI stocks, shifting toward leveraged put options and expecting an earlier bubble burst...
- AI spending growth seen slowing sharply by 2028, marking shift towards software: Morgan StanleyMorgan Stanley expects the next 6-12 months to be a transition period, with opportunities broadening beyond semiconductor and infrastructur...
- AI boom raises ‘too-big-to-fail’ concerns as ecosystem expands, says Kansas Fed's Jeff SchmidKansas City Federal Reserve President Jeff Schmid has expressed concerns about the interconnectedness of the artificial intelligence indust...
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