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AI SPENDING 2026
US Stock Market: Barclays, Stifel lift S&P 500 year-end targets on stronger earnings outlookMajor financial firms Barclays and Stifel have boosted their S&P 500 year-end targets to 7,800, signaling strong confidence in corporate pr...24 Jun, 2026, 10.05 AM IST- Global Market Today: Asia stocks rebound from tech selloff, Kospi jumpsAsian markets saw a cautious rebound Wednesday after a significant tech-led global selloff, reigniting worries about the AI rally's sustain...24 Jun, 2026, 06.47 AM IST
- AI will amplify, not replace companies that adapt fast: Nandan NilekaniInfosys is aggressively pursuing the AI-first services market, projecting a $300-400 billion opportunity by 2030. Chairman Nandan Nilekani ...24 Jun, 2026, 12.56 AM IST
- AI will amplify IT services demand, not replace it: Infosys chairman Nandan NilekaniInfosys is aggressively pursuing the AI-first services market, projecting a $300-400 billion opportunity by 2030. Chairman Nandan Nilekani ...23 Jun, 2026, 11.01 PM IST
- US Stocks | AI chip slump extends on Wall St as SanDisk sinks 12%, Micron drops 9% and AMD falls 5%Wall Street witnessed a significant downturn in semiconductor stocks Tuesday, impacting major AI beneficiaries. Memory chipmakers like SanD...23 Jun, 2026, 08.29 PM IST
- No Nifty returns in 2 years? Axis AMC’s Shreyash Devalkar reveals where he's investing nowDespite muted index returns and significant FII outflows, the Indian equity market's underlying economy shows resilience with healthy earni...23 Jun, 2026, 03.33 PM IST
- As AI adoption grows, token consumption comes under close scrutinyBusinesses are facing hefty AI bills, prompting a shift from simply counting AI tokens to scrutinising their actual value. Companies are no...23 Jun, 2026, 01.53 PM IST
- 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...23 Jun, 2026, 09.53 AM IST
- Indonesia plans to embed AI in key programmes, including $15 billion free-meal drive, document showsIndonesia's progress on AI has been slow when compared with Singapore and Malaysia. They are pushing to establish themselves as developme...22 Jun, 2026, 02.02 PM IST
- As new tech shines, market takes rest on old cushions: Devina MehraForget the hype around tech giants like Mag 7 and MANGOS. Current market data reveals a shift, with US small-cap and old-economy stocks lik...22 Jun, 2026, 05.53 AM IST
- Rs 40,000 crore gone in minutes! Why Infosys shares crashed 9% to hit lowest level in almost 6 yearsInfosys share price: Infosys shares plummeted 9% to a near 6-year low, losing nearly Rs 40,000 crore in market cap. This follows Accenture'...19 Jun, 2026, 01.55 PM IST
- Explained: Why Accenture's warning sparked a Rs 1.35 lakh crore meltdown for TCS, Infosys, other IT stocksIndian IT majors faced a brutal sell-off, losing Rs 1.35 lakh crore after Accenture's revenue guidance cut. Structural fears around AI repl...19 Jun, 2026, 01.50 PM IST
- ET Most Innovative AI Product Awards 2026: The next retail breakthrough may already be in your pocketET Most Innovative AI Product Awards 2026 spotlights the products quietly reshaping retail. From improving product discovery and customer e...18 Jun, 2026, 05.01 PM IST
- Jabil raises annual profit forecast amid strong data center demandJabil has raised its profit forecast for 2026, fueled by a surge in demand from AI-powered data centers. This boom in infrastructure invest...17 Jun, 2026, 05.49 PM IST
- Companies need flexibility, choice as AI becomes a geopolitical issueIndia is one of the fastest growing markets for Databricks, and last year the firm announced a $250 million investment in India to ramp up ...17 Jun, 2026, 12.58 PM IST
- Microsoft sued by shareholders over expenses, cloud business, AIAbout $357 billion of market value was erased, and Microsoft's stock suffered its biggest one-day decline in nearly six years.16 Jun, 2026, 07.29 AM IST
- Explained: Why Oracle shares crashed 10% in extended trading despite earnings beatOracle shares fell sharply in after-hours trading despite beating earnings estimates, as investors reacted to aggressive AI spending plans ...11 Jun, 2026, 12.08 PM IST
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