AI capex cycle likely to end with market pushback, not spending cuts: JefferiesGlobal brokerage Jefferies suggests the AI investment boom might falter not due to tech giants cutting spending, but investor impatience fo...
05 Jul, 2026, 12.13 PM IST
After Operation Sindoor, trust in 'made-in-India' defence platforms got enhanced: Rajnath SinghDefence Minister Rajnath Singh highlighted a significant boost in confidence for "made-in-India" defence platforms following Operation Sind...
04 Jul, 2026, 03.45 PM IST
Reliance market value now equals India's top five IT companies combinedA sharp selloff in Indian IT stocks has reduced the combined market capitalisation of the top five IT firms to nearly match Reliance Indust...
04 Jul, 2026, 10.49 AM IST
Global stocks mostly rise as beaten-down tech enjoys bounceAsian and European stock markets surged Friday, buoyed by a rebound in tech shares and diminished expectations of imminent US interest rate...
04 Jul, 2026, 09.15 AM IST
Nokia: How a forgotten stock from Finland doubled investors wealth in AI comeback storyNokia shares have doubled in 2026 as investors increasingly view the company as an AI infrastructure player. Strong cloud and AI orders, br...
03 Jul, 2026, 05.41 PM IST
Smart investing: 11 stocks that retail investors bought for 3 quarters delivered up to 380% returnsSmart investing paid off for many retail investors who consistently increased their stake in 11 select stocks over three quarters. These co...
03 Jul, 2026, 04.32 PM IST
VC fundraising hits wall; WhatsApp’s new privacy headacheIndian VC firms are facing their hardest fundraising year in a decade as LPs tighten filters and demand cash returns. This and more in toda...
01 Jul, 2026, 02.50 PM IST
Inside Oyo’s FY26 profit; Gaming founders seek GST reprieveOyo parent Prism, which filed its updated IPO papers, reported a strong profit in the April-December period, courtesy of an unlikely source...
30 Jun, 2026, 07.21 PM IST
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...
30 Jun, 2026, 06.53 PM IST
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 ...
30 Jun, 2026, 09.43 AM IST
India tops Taiwan to reclaim fifth spot in global market capitalisationIndia has surged back to the fifth spot globally in market capitalization, surpassing Taiwan. This marks India's second ascent in recent we...
30 Jun, 2026, 05.44 AM IST
Microsoft shares head for worst month since 2000 as AI concerns wipe out $570 billionMicrosoft shares are heading for their worst month since 2000, falling 17% in June as concerns over heavy AI spending and delayed returns e...
29 Jun, 2026, 07.54 PM IST
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
Chinese AI, chip firms are driving an onshore IPO reboundChina's tech IPOs are experiencing their strongest year since 2023, driven by Beijing's push for self-reliance in chip and AI sectors amid ...
26 Jun, 2026, 02.08 PM IST
Global chip stocks surge as blowout Micron results reignite AI rallyGlobal chip stocks experienced a significant rally on Thursday, fueled by Micron Technology's stellar financial results and optimistic outl...
25 Jun, 2026, 07.50 PM IST
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...
24 Jun, 2026, 09.37 PM IST
Oil, AI and chips: The new resource race redrawing markets and nationsThe leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...
24 Jun, 2026, 11.01 AM IST