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GEOPOLITICS AND AI
US stocks today: S&P 500, Nasdaq decline as tech sector falls, US prepares to impose more Iran sanctionsWall Street’s S&P 500 and Nasdaq declined on Monday, dragged down by a sharp sell-off in technology and semiconductor stocks.Investors reac...- Tech doesn't disrupt in its own right, it disrupts when it's widely deployed: David Bach President, IMDAI presents significant business opportunities and challenges, necessitating employee upskilling and careful data governance. Technology's ...
- ET World Leaders Forum: India can benefit from global shifts if it adapts quickly, says Bain & Company chairman Manny MacedaIndia can benefit from global shifts driven by AI, geopolitical tensions, tariffs, energy security and changing capital flows, but it must ...
- US stocks today: US stocks slip as Iran tensions test rally in a high-stakes week for marketsWall Street started the week under pressure as Iran tensions, rising Treasury yields and Nvidia earnings weighed on sentiment. The S&P 500 ...
- Midcap IT likely to see better H2, AI-led deflation weighs on FY27 growth: Anand RathiIndia's midcap IT services sector could see improved deal conversion and operating leverage in the second half of FY27, but revenue growth ...
- Global Market: European shares edge lower as investors await Iran sanctions detailsEuropean shares edged lower on Monday as technology stocks came under pressure, while investors awaited US sanctions on Iran, Nvidia’s resu...
- Global Market: Alibaba rout drags China, Hong Kong markets lower amid AI spending concernsChina and Hong Kong stocks fell sharply on Monday, led by technology shares, after Alibaba’s $10.2-billion share placement revived concerns...
- How companies evaluate and judge AI will decide winners: BCG CEO Christoph SchweizerIndia is well-positioned to productively adopt artificial intelligence technology. CEOs must combine technical understanding with human lea...
- ET WLF: India's growth story holds firm as AI boom redirects global capitalGlobal capital is temporarily drawn to massive US AI investments. India's long-term growth prospects remain strong despite this shift. Demo...
- ET World Leaders Forum: Global business rewires for a world of geopolitics, AI and energy shiftsGlobal business executives recognize a significant shift in globalization, focusing now on security and resilience over mere efficiency. Th...
- Space, AI and other tech integration to shape a nation's geopolitical future: Minister ShekhawatPrivatisation of space is the "democratisation of space opportunities," Shekhawat asserted at the event, organised by the Space Application...
- AI volumes may outweigh revenue deflation for IT sector by FY30: ReportCLSA said the industry is facing "multiple macro/micro headwinds", but expects AI to eventually create new growth opportunities. It said AI...
- India's private credit funds increasingly turn to AI for deal sourcing, underwriting: EYIndian private credit funds are adopting artificial intelligence for deal sourcing and analysis. Most funds use AI moderately for data anal...
- PSU banks offer highest alpha potential; IT faces uncertainty: Omniscience CapitalIndia’s domestic economy remains resilient, with healthy revenue and earnings growth despite geopolitical uncertainties, according to OmniS...
- Why Jefferies’ Chris Wood sees gold as the second-best hedge amid Iran war and fiscal risksJefferies’ Christopher Wood sees gold as the second-best hedge for investors amid rising geopolitical and fiscal risks linked to the Iran c...
- ET World Leaders Forum: Action alert! Curtains rise today in Delhi; PM Modi to address global leadersPrime Minister Narendra Modi will headline the Economic Times World Leaders Forum this Friday. Global business leaders and policymakers wil...
- Hong Kong Exchange posts record profit as AI, tech IPO boom drives fundraisingHong Kong Exchanges and Clearing posted record first-half 2026 results, with profit rising 24% to HK$10.6 billion. Strong IPO activity, par...
- Mobility will stay resilient despite geopolitical shocks: VFS Global CEOVFS Global is positioning itself for substantial growth in the realms of visa processing and citizen services. By harnessing the power of a...
- US Stock Market: Fed uncertainty, oil prices in focus as earnings sustain market optimismInvestors enter the week focused on interest rates, inflation and geopolitical risks, while strong corporate earnings support equities. The...
- Corporate India’s biggest risk may be thinking about tomorrow with yesterday’s ideas: Independent director’s Linkedin post sparks debateCorporate governance may be struggling to keep pace with the speed at which business risks are changing, independent director Richa Arora h...
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