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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...
Energy security is not just about power generation, it’s about controlling the systems behind itAs electricity becomes the backbone of AI, industry, and transportation, energy security will increasingly depend on controlling the techno...
Jio IPO: Spectrum acquisition, among 7 risks investors need to know about India’s largest offerThe IPO comes at a time when Jio's operating performance remains robust. For the March quarter of FY26, the telecom giant reported a 13% ye...
Lower oil prices open door for MPC to time policy normalisation: ICICI ResearchFalling oil prices and easing geopolitical tensions have improved India's inflation outlook, giving the Monetary Policy Committee room to d...
AI boom heading for a dot-com-style bust? ‘Dean of Valuation’ Aswath Damodaran warns correction could be more painful than 2008Global finance expert Aswath Damodaran warns AI's massive infrastructure spending, funded by debt, poses a greater risk than the dot-com cr...
SpaceX gets investment-grade ratings with stable outlook from top agenciesThe consensus signals broad confidence in SpaceX's financial stability, as the company moves forward with a costly and ambitious AI push ...
ET Alpha Wealth Summit | Wealthy Indians are quietly shifting money into gold, global stocks and AI infrastructure; Rajesh Saluja explains whyIndian investors are shifting focus from maximizing returns to building resilient portfolios. Experts advise diversification across assets ...
Find the best point of exit to sell PSUsGovernment disinvestment is off to a good start this fiscal year. Small stake sales in public sector undertakings are generating revenue. T...
Raghuram Rajan's warning to India after Hormuz shock: Build bigger oil reserves, diversify fasterGlobal economic shocks from trade disruptions and geopolitical tensions are reshaping resilience, according to Raghuram Rajan. He stresses ...
India's steel capacity utilisation to stay above 90% on strong demand: KotakIndia's steel sector is booming, with demand showing impressive growth and factories running at high capacity. While steel prices have dipp...
How India can win in a rewired global economyIndia is poised to gain from global supply chain shifts. Strategic neutrality and domestic focus are key. The nation must build robust buff...
Banks, fintechs join forces to fight money laundering, terror financing under new platformIndia's financial sector has launched a new platform called ARIFAC. This brings together banks, NBFCs, payment firms, insurers, and other e...
When environmental rules stall housing, not pollutionIndia's environmental clearance process often delays urban housing projects, raising costs and slowing jobs without improving protection. A...
French spies drop AI giant Palantir over US overreliance fearsFrance is moving away from American AI technology for its intelligence services. The government announced it will stop using Palantir's dat...
Qatar plans to rapidly restart LNG production after Hormuz opensQatar plans to quickly ramp up liquefied natural gas production to nearly full capacity within two months of the Strait of Hormuz reopening...
World's top miners BHP, Rio Tinto see India emerging as steel's next growth frontier beyond ChinaGlobal mining giants BHP and Rio Tinto are focusing on India for future steel demand. India's rapid urbanisation and infrastructure project...
Vedanta Aluminium, Oil & Gas and Power shares fall up to 5% on Day 2. What should investors do?Shares of newly demerged Vedanta entities saw a dip post-listing. Investors are now weighing long-term opportunities, with Vedanta Aluminiu...
El Nino may hit India's monsoon, rice and maize output: FAOIndia faces a potential threat as El Nino begins. The Food and Agriculture Organization warns of a weakened summer monsoon. This could stre...
Highly dangerous plutonium offers no quick fix to US nuclear fuel crunchAmerica is exploring turning surplus plutonium into nuclear fuel for new reactors. This move aims to meet rising power demands, particularl...
Jefferies upgrades Aegis Vopak shares to Buy, says correction overdone. Here’s whyShares of Aegis Vopak Terminals gained after Jefferies upgraded the stock to Buy despite lowering its target price to Rs 240. The brokerage...