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HOW AI COMPANIES ARE IMPACTING US BOND MARKET
US in talks with AI companies for voluntary model standardsThe U.S. government is in advanced talks with AI companies to create voluntary standards for the release of new models, with an announcemen...- India's premium has almost entirely disappeared now: Ben Powell, BlackRockBlackRock's Ben Powell is increasingly optimistic about Indian equities following a period of underperformance. He believes foreign investo...
- Oaktree-backed ITG jumps in Nasdaq debut, signaling strong AI infrastructure demandThe debut adds to signs that investor appetite for companies supporting the AI buildout remains robust, as hyperscalers and technology fir...
- Decoding BPM 3.0 at the intersection of agility, adaptability, and AIThe dawn of BPM 3.0 is here and it is marked by what industry experts term as “process reimagination”. For the three-and-a-half to close to...
- India eyes open source, homegrown AI amid access curbs on frontier modelsIndia is championing open-source and homegrown AI models to counter potential access restrictions on advanced frontier technologies. The IT...
- 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...
- Fermac AI Systems and RockyEmbed: Advancing India's AI FutureFermac AI Systems is an Indian AI company developing innovative AI solutions and industry-focused training programs. Its flagship model, Ro...
- World's three largest memory chipmakers sued in US over DRAM supply shift to AI memoryA class-action lawsuit has been filed in the US against Samsung, SK hynix, and Micron, accusing them of restricting traditional DRAM supply...
- US Stock Market: Economic resilience collides with expensive valuations on Wall StreetThe US economy shows surprising strength with robust job growth and consumer spending, yet Wall Street is faltering. Investors are wary of ...
- Why business impact is becoming the new measure of AI innovationThe ET Most Innovative AI Product Awards 2026 recognise AI solutions that have moved beyond experimentation to deliver measurable business ...
- TVS Motor looking ahead with 'measured optimism': CMD Sudarshan VenuTVS Motor Company anticipates a complex yet exciting future, aiming to meet market expectations in India despite potential weather disrupti...
- 'One-time opportunity': South Korea bets big on AI boomSouth Korea's chip industry is poised for a significant boost amidst soaring demand for AI components. Analysts highlight this as a crucial...
- AI hasn't changed marketing's role, only how it delivers: Publicis Sapient CMOArtificial intelligence is revolutionizing marketing, but core responsibilities like driving growth and building customer relationships rem...
- Tech equity sales renew AI debt-binge worriesTech giants are aggressively selling stock, raising billions, signaling a potential spending spree. While this boosts balance sheets, it al...
- ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...
- Micron overtakes Meta in market value amid relentless AI infrastructure demandMicron Technology has surpassed Meta Platforms in market valuation for the first time, driven by a strong AI-fueled rally. The memory chip ...
- The AI boom is wobbling, but the bubble hasn't burstGlobal stock markets are experiencing a cautious rebound following a tech sell-off, fueled by AI spending and hawkish US interest rate sign...
- AI creates biggest cybersecurity opportunity in years: Zscaler CEOCybersecurity faces a monumental opportunity and challenge with advanced AI models now identifying software flaws at lightning speed. Zscal...
- Musk’s SpaceX adds billions in debt while cutting interestElon Musk's SpaceX has successfully issued $25 billion in investment-grade bonds, a move that consolidates debt from X and xAI while loweri...
- US bond yields back to 'normal'; AI needs a reality check, says Ed YardeniVeteran strategist Ed Yardeni views the recent rise in Treasury yields and the AI stock correction as healthy market adjustments, not crisi...
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