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INFRASTRUCTURE FOR CYCLING
IT deals face rejig as clients force new terms for AI gainsWhile contract renegotiations have typically taken place just ahead of the time of renewal across the $315 billion software services indust...- Tata Motors CV can cross 1 million vehicles after Iveco deal: N Chandrasekaran at AGMTata Motors Commercial Vehicles anticipates exceeding one million annual sales post-Iveco acquisition, projecting a global top-four ranking...
- Enterprise SaaS becomes 'condition for survival' in Indian BFSI as demand outpaces frictionFinancial services in India are embracing Enterprise SaaS as a survival necessity, driven by regulatory demands and customer expectations. ...
- For investors with ability – and patience to wait 3 years, not 3 months: 6 large-cap stocks with upside potential of up to 33%The interesting point about the large-cap space today is not that prices have collapsed. In most cases, they have not. The more important c...
- 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...
- Germany hit by record temperatures as heatwave moves eastEurope is grappling with a severe heatwave, with Germany recording a new record temperature of 41.3°C. This sweltering weather, linked to n...
- Germany, Poland poised for soaring temperatures as heatwave moves eastA scorching heatwave, responsible for numerous deaths across Western Europe, is now bearing down on Germany and Poland with temperatures ne...
- Startup seed rounds double as VCs turn more selectiveIndian startups are securing significantly larger seed and early-stage funding rounds, nearly doubling their average cheque size. This tren...
- India well-poised for rapid growth despite risks from West Asia war and El Nino: ITCDespite facing geopolitical instability and weather-related challenges, India's economy is expected to grow robustly at 6.9% in FY27. This ...
- Supplier gaps, invoice compliance, credit access continue to hit 5 in 10 MSMEs: SurveyMSMEs are embracing digital procurement for better pricing and efficiency, yet face persistent hurdles in supplier management and payments.
- Best German Proverb of the day: "Peace creates wealth, wealth creates arrogance, arrogance brings war, war brings poverty." A life lesson on the price of prideBest Proverb of the day: The German proverb "Peace creates wealth, wealth creates arrogance, arrogance brings war, war brings poverty" illu...
- Samsung readies $648 billion bet, report says, as AI boom reshapes South KoreaThe investment, which would include AI data centers, batteries and displays, will be announced at a meeting with President Lee Jae Myung at...
- VCs pivot to EV infra & energy storage in new $65 million funding waveSeveral Indian battery-tech and energy transition startups are actively seeking to raise approximately $65 million, signaling a potential r...
- Commodity correction offers buying opportunity; defence, banking remain long-term bets: Dharmesh KantMarket expert Dharmesh Kant sees commodity corrections as buying opportunities, with the broader cycle intact due to global demand and Indi...
- The Adani stock Morgan Stanley thinks could benefit most from India’s infrastructure pushMorgan Stanley has initiated coverage on Adani Enterprises with an Overweight rating and a target price of Rs 3,638, implying a 23% upside....
- 3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...
- Software-hardware loop fuelling all new AI super cycleWhile energy and cooling challenges persist, a lot more hardware requirements are expected to emerge, Synopsys CIO Sriram Sitaraman told ET...
- Young, loss-making startups keep OFS portion lean as investor scrutiny growsNew-age, loss-making startups are prioritising large fresh issue components in their IPOs to fund growth, a shift from the 2021-22 cycle. I...
- US Stock Market: Micron earnings to test strength of AI-fuelled Wall Street rallyThe U.S. stock market's AI-fueled rally faces a crucial test with Micron Technology's upcoming earnings report. Investors are keenly watchi...
- AI spending boom could trigger sharper downturn than dotcom crash: Professor Aswath DamodaranValuation expert Aswath Damodaran warns the AI boom's massive capital expenditure, largely debt-funded, could lead to a more painful downtu...
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