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Nomura expects IT firms to see 'anaemic' growth in FY27. Here are latest target prices for Infosys, TCS, and othersNomura expects subdued near-term growth for Indian IT companies as macro uncertainty and weak tech spending weigh on demand ahead of Q1 ear...- The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
- RBI flags AI stock boom as financial stability risk, says Indian banks remain resilientIndia's central bank has identified soaring AI stock valuations globally as a financial stability risk, warning of potential market spillov...
- US stocks today: US stocks end higher as Iran tensions ease; major tech-related shares jumpUS stocks closed sharply higher with the Dow hitting a record close as easing US-Iran tensions lifted sentiment. Tech stocks led gains, wit...
- ITR filing 2026: Foreign income and overseas assets? Avoid these 7 costly disclosure mistakesReturning Indians face new tax filing complexities. Foreign retirement accounts now necessitate the more detailed ITR-2, moving away from t...
- 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...
- The hidden reason global capital is looking beyond India for future growthForeign investors are reallocating capital away from India towards markets like Taiwan and South Korea that offer stronger exposure to AI a...
- 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...
- US Stocks: Nasdaq, S&P end lower as tech megacap declines outweigh upbeat chip outlookIndian markets saw a mixed close on Thursday. While the Nasdaq and S&P dipped due to Big Tech's AI spending concerns, the Dow edged higher....
- U. S Stock Market today: Alphabet stock price up, Micron Technology, Sandisk, Cerebras Systems share prices jump, FedEx shares drop. Top stocks to follow on Wednesday at Wall StreetU.S. Stock Market indexes S&P 500, Nasdaq were set for a positive opening on Wednesday while Dow Jones may witness volatile trading today.
- US Stock: S&P, Nasdaq end lower on semiconductor selloff as AI spending concerns mountIndian markets mirrored global trends as major indices, including the Nasdaq and S&P 500, closed at over a week's low on Tuesday. Semicondu...
- US Stocks Today | Chip stocks plunge, but bargain-hunters stem losses in other tech namesUS chip stocks experienced a significant tumble, impacting the broader market and wiping out billions in value. While tech giants like Nvid...
- US Stocks | AI chip slump extends on Wall St as SanDisk sinks 12%, Micron drops 9% and AMD falls 5%Wall Street witnessed a significant downturn in semiconductor stocks Tuesday, impacting major AI beneficiaries. Memory chipmakers like SanD...
- Global Market Today: Asian stocks dip at open as oil edges higherAsian markets opened lower as oil prices inched up, with investors closely monitoring US-Iran peace talks. Despite positive initial reports...
- As new tech shines, market takes rest on old cushions: Devina MehraForget the hype around tech giants like Mag 7 and MANGOS. Current market data reveals a shift, with US small-cap and old-economy stocks lik...
- Will Jio IPO finally get a date today? What to expect from Mukesh Ambani at RIL AGMReliance Industries shareholders eagerly await Mukesh Ambani's address at the 49th AGM, seeking a definitive Jio IPO date as the company's ...
- Quote of the Day by Sundar Pichai: ‘Be impatient, It will create the progress the…’ Google CEO on growth and progressSundar Pichai, a prominent tech leader, rose from India to lead Google and Alphabet. His journey highlights ambition and innovation, shapin...
- Business quote of the day by Google CEO Sundar Pichai: “As a leader, it is important to not just see your own success, but focus on the success of others” What business owners can learn from Sundar Pichai's mindsetGoogle CEO Sundar Pichai emphasizes that leaders must focus on others' success. True leadership means helping teams grow and reach their po...
- Signs of worry: Is SpaceX's $75 billion IPO ringing the bell of market top?SpaceX's upcoming IPO at a staggering valuation is sparking debate. Investors wonder if this massive listing signals the peak of the curren...
- Positive quote of the Day by Sundar Pichai: Google CEO's quote on finding happiness in any situation and why it starts with your attitudeQuote of the Day: Google CEO Sundar Pichai's birthday has once again brought back the focus to his wisdom. He believes happiness is about a...
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