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AI STOCKS CORRECTION
AI valuation bubble could burst, bringing foreign investors back to India: Ambareesh Baliga- Bitcoin falls to $82,000 as OpenAI revenue concerns and geopolitical tensions trigger nearly $1 billion in crypto liquidations
- Friday heavy lifting saves Nifty from record nine weeks of losses. Can bulls take charge now?
- Explained: Why IT stocks ignored Donald Trump’s PERM suspension to gain Rs 70,000 crore in one dayIT stocks rallied up to 4% on Friday, adding Rs 70,000 crore in market capitalisation, despite the US suspension of a labour certification ...09 Oct, 2026, 01.55 PM IST
- US stocks: US market ends lower, off record highs, as Treasury yields climbThe recent trading session on Wall Street saw a decline as US Treasury yields surged, sparking fears over inflation and the escalating debt...08 Oct, 2026, 01.40 AM IST
- ETMarkets Smart Talk| Rising US yields could hit expensive mid, smallcaps harder: Harish KrishnanIn an interaction with Kshitij Anand of ETMarkets, Harish Krishnan, CIO – Equity, Aditya Birla Sun Life AMC, discusses the risks and opport...07 Oct, 2026, 11.52 AM IST
- Four horsemen of economic trouble? RBI governor flags the risks spooking the worldThe RBI raised the repo rate 25 bps to 5.50%, its first hike in nearly four years, and shifted its stance to calibrated tightening. Governo...07 Oct, 2026, 11.35 AM IST
- Nifty’s 8-week rout sparks relief rally hopes, but the big bottom may be farOnly 12% of NSE 500 stocks are trading above their 20-day moving averages, while just 16% are above their 50-day averages, conditions simil...05 Oct, 2026, 03.50 PM IST
- ESDS Software shares hit 5% lower circuit, crash nearly 30% in 6 sessions. What's behind the selloff?ESDS Software shares hit the 5% lower circuit on Monday, extending their losing streak to six sessions and taking the decline to nearly 30%...05 Oct, 2026, 12.18 PM IST
- Global Market: BOJ's Uchida warns AI boom could trigger market correctionShinichi Uchida, the Deputy Governor of the Bank of Japan, underscored the significant influence of artificial intelligence on the financia...05 Oct, 2026, 11.18 AM IST
- 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&...05 Oct, 2026, 10.18 AM IST
- BOJ says AI boom may have eased financial conditions, warns of market risksBank of Japan Deputy Governor Shinichi Uchida said the global AI boom may have eased financial conditions by stoking demand and boosting as...05 Oct, 2026, 09.43 AM IST
- India could see rebound in investor interest when AI-led rally slows: S NarenGiven the current market dynamics, investors are encouraged to reassess their asset allocation strategies. The evolving US AI landscape com...05 Oct, 2026, 06.31 AM IST
- After Nifty’s longest losing streak in 25 years, what should investors do now?After Nifty’s longest weekly losing streak in 25 years, analysts advise caution as the index trades below its 200-week moving average. The ...04 Oct, 2026, 06.20 PM IST
- 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...04 Oct, 2026, 03.47 PM IST
- IT sector faces another muted quarter as pricing pressure, geopolitics weigh on growth: ReportIndia's IT sector is expected to see limited growth in Q2FY27 due to various pressures and headwinds. Predictions indicate large-cap firms ...04 Oct, 2026, 08.50 AM IST
- Indian stocks face a cyclical correction, not a deeper earnings reset: Mahindra Manulife MF CIOMarkets are also digesting a range of near-term uncertainties, including energy price volatility, geopolitical tensions and the potential i...03 Oct, 2026, 12.33 PM IST
- Quant Mutual Fund says investors should stay agile in portfolio allocation amid market shiftsThe fund house noted that the geopolitical crisis in the Middle East had entered its eighth month and resulted in severe disruptions to glo...03 Oct, 2026, 11.55 AM IST
- 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...29 Sep, 2026, 03.55 PM IST
- 'Big Short' investor Michael Burry hates the AI trade, but the bear is bullish on these stocksMichael Burry has taken full positions in five beaten-down stocks: QXO, Sprouts Farmers Market, Build-A-Bear, Birkenstock and MercadoLibre,...28 Sep, 2026, 02.00 PM IST
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