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AI TECHNOLOGY CYCLE OPPORTUNITIES
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...
Trump names Jay Clayton as AI czar to lead America's ‘Super Intelligence Force’US President Donald Trump has named DNI chief Jay Clayton as his AI czar, tasking him with leading a new White House “Super Intelligence Fo...
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...
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...
ET Alpha Wealth Summit 2.0: Date, venue, speakers, agenda and registrationThe ET Alpha Wealth Summit 2.0 set to be held on October 8 at ITC Maratha in Mumbai. Leading investment experts will convene to discuss tre...
Jay Clayton: The man Trump may put in charge of America’s AI raceUS President Donald Trump is expected to name Director of National Intelligence Jay Clayton as the White House's new AI czar, CNN reported,...
Global M&A deal rush fades in third quarter as rising borrowing costs biteGlobal mergers and acquisitions activity saw a notable decline in the third quarter, totaling $993 billion. This figure marks a 41% decreas...
IT companies forecast to post muted second quarterSector leader Tata Consultancy Services and its nearest rival, Infosys, are projected to report weak numbers for the three months ending Se...
Lord’s Mark secures MHRA registration for dialysis device, plans UK expansionLord's Mark Industries Limited has successfully secured regulatory registration from the MHRA for its innovative haemodialysis machine, pav...
AI deflation, weak demand to keep large IT growth muted in Q2FY27; mid-tier to outperform: KotakIndia's large IT companies are anticipated to report subdued growth in Q2FY27 due to AI-led deflation and weak demand. Mid-tier firms are l...
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...
AI trade enters a new phase: Why DBS favours AI adopters over capex-heavy playersDBS says the AI investment theme is entering a selective phase as investors focus on companies converting AI adoption into productivity, st...
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...
India’s healthcare AI opportunity could become the next big investment storyThe digital rails are ready. India now needs patient capital and founders ambitious enough to build on them.
a16z’s Raghuram isn't writing off India AI yet; insurers weigh new rulesHappy Monday! a16z’s Raghu Raghuram said India can build frontier AI companies by using its talent. This and more in today’s ETtech Morning...
Too early to write India off in the global AI race: Andreessen Horowitz’s Raghu RaghuramIndia has few frontier AI model companies and limited computing capacity, but according to a16z managing partner Raghu Raghuram, the countr...