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AI VALUATION FEARS
Jefferies’ Chris Wood says it’s time to diversify beyond AI. Where should investors look now?Jefferies’ Chris Wood is urging investors to diversify beyond AI as earnings growth for global AI stocks is expected to slow sharply and va...18 Oct, 2026, 01.01 PM IST- Rising borrowing costs signal funding risks for global AI expansion: Jefferies reportAs the financial markets grapple with emerging pressures, substantial investments in artificial intelligence infrastructure are evident. Co...17 Oct, 2026, 04.34 PM IST
- Rising borrowing costs signal funding risks for global AI expansion: ReportFinancial markets are facing elevated credit risks, particularly for firms operating in the artificial intelligence infrastructure sector. ...17 Oct, 2026, 03.14 PM IST
- US stocks: US market ends down sharply; worries about AI trade and high oil prices weighWall Street faced a sharp decline on Friday as AI-related technology stocks came under renewed pressure. Concerns regarding debt-laden AI i...17 Oct, 2026, 01.38 AM IST
- US stocks: S&P 500 muted as AI concerns hit chip stocks; bank gains lift DowThe S&P 500 showed little movement as semiconductor stocks decreased due to AI-related concerns and market pressures. Gains in banking stoc...16 Oct, 2026, 08.42 PM IST
- From worst to best: How IT stocks staged a Rs 2.6 lakh crore revival this weekIndian IT stocks staged a sharp comeback this week, adding Rs 2.6 lakh crore in market value as the sector gained 12% to become the best-pe...16 Oct, 2026, 01.09 PM IST
- US stocks: Nasdaq slides toward one-month low as AI selloff deepens, inflation pressures buildOn Thursday, the Nasdaq index fell sharply, hitting near a near-month low amid rising concerns about how increasing interest rates might im...15 Oct, 2026, 09.08 PM IST
- Global Market: Asian currencies slide as hot US inflation fuels Fed rate hike bets; won hits two-week lowEmerging Asian currencies weakened as hotter-than-expected US inflation revived Federal Reserve rate hike concerns, boosting the dollar and...15 Oct, 2026, 03.43 PM IST
- Global Market: European shares fall as global tech selloff, rate fears weigh on sentimentEuropean shares faced a decline as technology stocks led the losses amid global selloffs and rising borrowing costs. The pan-European STOXX...15 Oct, 2026, 03.06 PM IST
- AI cloud unicorn Neysa eyes 2027-end IPO, plans new Nvidia, AMD chips and own data centresCofounder and CEO Sharad Sanghi told ET AI the firm is seeing demand from Indian customers and global companies looking to use India as a c...15 Oct, 2026, 12.31 PM IST
- Rs 82,500 crore rally in 3 days: Why TCS, HCL Tech, other IT stocks jumped up to 12% in 3 days and will the boom last?Indian IT stocks have rebounded sharply. The Nifty IT index has risen 8%, adding Rs 82,500 crore to the sector’s market capitalisation. The...15 Oct, 2026, 12.25 PM IST
- Global Market: Japan’s Nikkei plunges nearly 5% as AI stocks tumble on CoreWeave debt concernsJapan’s Nikkei 225 plunged, while the broader Topix fell 2.5%, as AI-linked stocks led a broad selloff. Sentiment was hit by concerns over ...15 Oct, 2026, 09.56 AM IST
- Behind AI industry's call for independent reviews, a fight over what gets made publicExperts have said independence of evaluators is a concern as Anthropic and OpenAI choose who gets to carry out the reviews. Reuters is repo...13 Oct, 2026, 04.06 PM IST
- AI traders behaving like casino gamblers? What made chip trade toxic and why that’s good news for IndiaGlobal AI stock enthusiasm hit a roadblock as South Korea's Kospi plunged 7.4% on chip competition concerns and Broadcom's warning on AI sp...13 Oct, 2026, 11.51 AM IST
- Existential threats join bubble fears as AI mood sobers at Singapore forumsDuring conferences in Singapore, significant apprehensions regarding the dangers of artificial intelligence emerged among investors and pol...07 Oct, 2026, 05.47 PM IST
- PTC shares soar nearly 34% after Schneider Electric agrees to $22.6 billion buyoutIn a strategic move, Schneider Electric has agreed to acquire PTC for $22.6 billion in cash. The acquisition reflects ongoing shifts in the...05 Oct, 2026, 11.41 PM IST
- Schneider Electric to buy US software firm PTC for $22.6 billionFrench energy and software group Schneider Electric said Monday that it would buy PTC, a US-based maker of software for industrial clients,...05 Oct, 2026, 04.42 PM IST
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