Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...
28 Jun, 2026, 10.33 AM IST
US stocks fall as report of OpenAI IPO delay causes jittersWall Street stocks fell on Friday, capping a roller-coaster week for tech stocks as traders fretted that valuations may be entering bubble ...
26 Jun, 2026, 07.38 PM IST
The AI boom is wobbling, but the bubble hasn't burstGlobal stock markets are experiencing a cautious rebound following a tech sell-off, fueled by AI spending and hawkish US interest rate sign...
25 Jun, 2026, 07.07 PM IST
'We will talk in 5 years': Sridhar Vembu reacts to IBM CEO Arvind Krishna's statement on 'multi-trillion dollar AI data center bubble'Zoho founder Sridhar Vembu dismisses the massive AI data center buildout as a potential bubble, contrasting IBM CEO Arvind Krishna's concer...
25 Jun, 2026, 10.18 AM IST
Elon Musk loses trillionaire status as SpaceX rally fadesElon Musk's net worth has dipped below the trillion-dollar mark following a significant slump in SpaceX and Tesla shares. Just weeks after ...
24 Jun, 2026, 06.33 PM IST
India among top AI-ready nations, one of world's least concentrated equity markets: J.P. MorganIndia has emerged as one of the top countries in artificial intelligence (AI) readiness, trailing only the U.S. and China, while remaining ...
24 Jun, 2026, 12.12 PM IST
Why Fed's bubble blind spot is cause for anxietyNew Federal Reserve Chair Kevin Warsh may follow Alan Greenspan's approach of not intervening in financial bubbles, a strategy that led to ...
24 Jun, 2026, 11.52 AM IST
Talk of a bubble is an 'insult to AI' says SoftBank's SonMasayoshi Son, SoftBank's CEO, dismissed concerns about an AI bubble, calling it an "insult to AI" and emphasising its nascent stage with v...
24 Jun, 2026, 11.46 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
K-Drama on Tech Street: AI rout hits global marketsTechnology stocks experienced a significant downturn, pulling major indices lower as a sharp selloff in Korean chipmakers raised concerns a...
24 Jun, 2026, 06.35 AM IST
AI stocks are in a 'blowoff top' phase but the game isn't over yet: Jonathan SchiesslGlobal tech and AI stocks are undergoing a necessary correction, not a collapse, according to Westminster Asset Management's Jonathan Schie...
23 Jun, 2026, 05.21 PM IST
US bond yields back to 'normal'; AI needs a reality check, says Ed YardeniVeteran strategist Ed Yardeni views the recent rise in Treasury yields and the AI stock correction as healthy market adjustments, not crisi...
23 Jun, 2026, 11.19 AM IST
AI spending boom could trigger sharper downturn than dotcom crash: Professor Aswath DamodaranValuation expert Aswath Damodaran warns the AI boom's massive capital expenditure, largely debt-funded, could lead to a more painful downtu...
20 Jun, 2026, 07.46 PM IST
AI boom heading for a dot-com-style bust? ‘Dean of Valuation’ Aswath Damodaran warns correction could be more painful than 2008Global finance expert Aswath Damodaran warns AI's massive infrastructure spending, funded by debt, poses a greater risk than the dot-com cr...
20 Jun, 2026, 10.19 AM IST
Nifty IT crashes 6% to 3-year low as Infosys, HCL Tech, other IT stocks crash up to 9%. Time to buy the dip?The Nifty IT index slumped over 6% to a three-year low after Accenture’s guidance cut triggered a sharp sell-off in Infosys, TCS, HCLTech a...
19 Jun, 2026, 12.00 PM IST
ETMarkets Smart Talk | AI is real, but AI valuations are not; we are in the FOMO stage of the bubble: Carnelian’s Manoj BahetyAI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of mis...
19 Jun, 2026, 09.00 AM IST
CEA Anantha Nageswaran says AI stock valuations definitely in a bubbleIndia's Chief Economic Advisor V Anantha Nageswaran warns that artificial intelligence stock valuations are a bubble. He believes the narra...
14 Jun, 2026, 05.34 PM IST