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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...- Psychology says people who store food, groceries or supplies for any kind of lockdown-like situation aren't always overreacting: What this preparedness behavior can revealPsychology says people who store food, groceries or supplies for any kind of lockdown-like situation aren't always acting out of fear. Psyc...
- Vocus plans $343 million Sydney-Melbourne fibre link to meet AI demandMacquarie-backed Vocus is set to invest A$500 million in a new fibre network connecting Sydney and Melbourne by 2029. This pioneering ducte...
- The AI boom won't burst all at once. It will pop in 'rolling bubbles': MacquarieMacquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...
- Amazon’s rapid delivery push triggers $15 billion rout for Eternal, SwiggyEternal and Swiggy have pioneered India’s 10-minute delivery space, but rising competition is intensifying pressure. Blinkit and Instamart ...
- Crude oil prices crash 42% from April’s $126 peak. More downside coming?Global oil markets are stabilizing after months of turmoil caused by the Strait of Hormuz closure and war damage. Crude prices have plummet...
- Australia shares close at two‑month high on Middle East optimismThe Australian stock market experienced a remarkable uplift on Wednesday, reaching a two-month peak, thanks to the impressive performances ...
- Adani Energy buys IntelliSmart in Rs 3,050-cr deal, becomes India's largest smart metering platformAdani Energy Solutions Ltd (AESL) has acquired IntelliSmart Infrastructure Pvt Ltd for Rs 3,050 crore, significantly expanding its smart me...
- Adani Power or NTPC? Macquarie initiates coverage on 3 power stocks, hikes target prices for 3 othersAs rising temperatures drive electricity demand across India, Macquarie sees the power sector entering a broad regulatory and operational r...
- Muted returns on market bets steer funds back to banksAs per RBI data, bank deposits stood at Rs 256.9 lakh crore as of May 15, 2026, registering a year-on-year growth of 12.2% - well above the...
- FIFA 2026: Brokerages bet on sector winners as soccer World Cup set to kick offThe 2026 FIFA World Cup will bring billions to host nations. Analysts expect a surge in spending on hotels, airlines, and retail. Beer sale...
- Hidden beneath the Sahara, satellite scans uncovered 260 circular mass graves filled with cattle and human remains of a 6,000-year-old nomadic eliteNew discoveries in Eastern Sudan reveal a lost nomadic civilization. Archaeologists found 260 ancient cemeteries, showcasing large grave mo...
- Macquarie initiates 'Underperform' rating on Meesho, sees 25% downside. Here's whyMacquarie has initiated coverage on Meesho with an ‘Underperform’ rating and a target price of Rs 125, implying nearly 25% downside. The br...
- China and Hong Kong users unable to access SpaceX website, IPO documentsSpaceX's website and IPO marketing documents are inaccessible in Hong Kong and mainland China, potentially limiting investor participation ...
- Inox Clean Energy buys Vena's India energy business for Rs 6,000 croreInox Clean Energy is acquiring Vena Energy India's 6 GW renewable energy portfolio. This deal significantly expands Inox Clean's operationa...
- India's tougher grid rules unsettle investors, test clean energy ambitionsIndia's new power grid rules are causing concern among clean energy investors, who say stricter penalties for solar and wind projects would...
- The $4.50 gas economy: Fewer nights out, more belt-tighteningAs fuel prices continue to rise, many American families are feeling the financial crunch. With budgets tightening, people are cutting back ...
- RPSG, Inox, Hexa bid for Enel's renewable energy projects in IndiaThe three firms submitted their bids last week in the ₹3,000 crore enterprise value range for Enel's India business comprising renewable en...
- Vi shares double investments in 1 year. Here’s what analysts from Macquarie, JPMorgan, other global brokerages sayVodafone Idea shares have surged over 100% in a year. Analysts from Macquarie, JPMorgan, and other global brokerages offer mixed views. Whi...
- INOXGFL leads race for Vena's India biz buyout; Proposed deal may give Rs 4,500-5,000 crore enterprise valueINOXGFL Group is poised to acquire Vena Energy's Indian renewable energy business. The deal is valued between ₹4,500-5,000 crore. This move...
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