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
Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...
27 Jun, 2026, 04.58 PM IST
Kunal Shah’s WhatsApp win; India bourses insulated from AI boomIn bagging the top job at WhatsApp, Cred’s Kunal Shah has done what no Indian entrepreneur could do. This and more in today’s ETtech Top 5.
23 Jun, 2026, 07.58 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
Investors expecting 15-20% returns may be disappointed: Rajeev ThakkarInvestors should brace for lower nominal equity returns, as corporate profit growth moderates, according to PPFAS Mutual Fund's Rajeev Thak...
23 Jun, 2026, 11.13 AM IST
Kunal Shah heads to Meta; New-age IPO playbookHappy Tuesday! Kunal Shah has taken over as WhatsApp's chief, while Meta backs Cred in a major funding deal. This and more in today’s ETtec...
23 Jun, 2026, 08.07 AM IST
After cloud spending, IT companies see 'token maxxing' as AI's next cost challengeIT firms are flagging a new AI challenge: 'token maxxing,' where companies prioritize AI usage metrics over actual business results. This t...
22 Jun, 2026, 06.06 PM IST
Nvidia's Jensen Huang pledges AI will boost manufacturing jobsThe factory represents a fundamental test of whether, as Huang believes, AI will be a source of job creation instead of a technology that s...
17 Jun, 2026, 08.25 AM IST
Falling crude, stronger rupee could boost earnings outlook for India: Deepak ShenoyIndian stocks are poised for a favorable period. Falling crude oil prices and a strengthening rupee offer support. Macroeconomic conditions...
16 Jun, 2026, 10.40 AM IST
Tokenomics 2.0: The battle against AI costsStaggering token spending is forcing Indian firms to explore ways to rein in AI cost. This is where open-source models, small language mode...
16 Jun, 2026, 06.00 AM IST
Fable 5: Anthropic's latest AI model could transform IT, but at a costAnthropic's Fable 5 AI model showcases advanced agentic coding, capable of autonomous complex task completion and outperforming benchmarks....
11 Jun, 2026, 06.00 AM IST
Anthropic’s Fable 5 draws mixed reactions from early usersAnthropic's new AI model, Claude Fable 5, is here. Early users see big improvements in handling complex tasks like software development and...
10 Jun, 2026, 07.37 PM IST
China Inc deploys 'quiet' layoffs as Beijing promotes AI adoptionChinese companies are quietly implementing AI-driven layoffs and reducing graduate hiring to boost productivity, while carefully avoiding g...
10 Jun, 2026, 11.48 AM IST
Enterprise AI Adoption Enters a New Phase as Companies Shift Focus From Access to ROIFor the past two years, enterprises have encouraged employees to adopt AI tools at scale. Now, some of the biggest corporate users of AI ar...
05 Jun, 2026, 01.58 PM IST
India’s AI edge will come from talent, not compute, says Snowflake CEOSnowflake CEO Sridhar Ramaswamy believes India's AI advantage lies in its talent and innovation under constraints, not just infrastructure....
02 Jun, 2026, 10.30 PM IST
Claude AI Down Today Reason: Why Anthropic's AI is not working today? What's the latest quota updateClaude AI Outage Reason: Claude AI experienced widespread disruptions today, with users on paid Pro and Max plans facing rapid quota exhaus...
02 Jun, 2026, 01.30 PM IST
Chinese AI models surge in 2026: Is JPMorgan data signaling a global shift away from US AI dominance?Chinese AI models are no longer just regional competitors. They are rapidly becoming a global artificial intelligence force. New JPMorgan d...
28 May, 2026, 06.21 PM IST