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Beyond Nvidia: The hidden winners of the AI investment boomThe real money in the AI build-out is being made where physical capacity can't keep pace with capital, argues Subho Moulik, Founder & CEO a...- Match Your AI Strategy to Your Organization’s RealityArtificial intelligence is often hailed as a game changer, but too many firms discover that their bold AI pilots collapse when their operat...
- Chip toolmaker ASML expected to shine light on capacity and China challengesThe Netherlands-based business is Europe's most valuable listed company with a market capitalisation of €610 billion ($696 billion) after t...
- SK Hynix shares jump in marquee US debut as AI euphoria persistsSK Hynix's Nasdaq debut saw its shares jump significantly after a large share sale. This event signals strong investor enthusiasm for chip ...
- SK Hynix shares jump 14% in debut on US stock market riding on AI waveSK Hynix shares surged 14% in their Nasdaq debut after a $26.5 billion offering, highlighting strong investor demand for AI-linked chip sto...
- Morgan Stanley warns AI chip rally may be running out of steamMorgan Stanley's Lisa Shalett warned semiconductor stocks may be overvalued as hyperscalers increasingly develop lower-cost proprietary AI ...
- 25% chance of Sensex hitting 1 lakh in next 1 year: Morgan Stanley's Ridham DesaiMorgan Stanley's Ridham Desai sees a 25% chance of the Sensex touching 1 lakh within the next year, driven by stronger earnings and improvi...
- Cos keen to take bite of AI, but security and RoI hold them from sinking teethIndustry captains say AI adoption is less about choosing latest frontier model, more about redesigning workflows and building resilience
- Sticky inflation clouds rate outlook, but AI and earnings keep markets resilient: Santosh RaoThe AI-driven market rally is expanding beyond tech, with healthcare, financials, and transportation sectors showing robust participation, ...
- 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...
- 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...
- India Inc keen to take bite of AI, but RoI and security hold it from sinking teethIndian businesses are eager to adopt AI but face hurdles in scaling projects securely and profitably. Leaders emphasize that successful AI ...
- South Korean president to unveil massive AI and chip investment driveLee will preside over the event, framed as a national "great leap" due to be unveiled around 0500 GMT, his office said, with ministries c...
- Cred’s Kunal Shah is WhatsApp’s new CEOCred founder Kunal Shah will join WhatsApp as its global head after Meta announced a nearly $900 million investment in the fintech firm. Th...
- L’Oréal acquires Innovist in big D2C deal; Dhan’s FY26 profit shrinksL’Oréal has bought Innovist to claw back momentum in India’s hyper-competitive beauty market. This and more in today’s ETtech Top 5.
- Retail investors’ bond rush; Rapido’s angels exitHappy Thursday! Retail participation in corporate bonds is surging as platforms ramp up awareness efforts. This and more in today’s ETtech ...
- ET Alpha Wealth Summit | Kotak's Nilesh Shah bets on India's electrification story over next decade; flags AI as the wildcardIndia's energy self-sufficiency is a decade-long investment theme, driven by aggressive electrification to reduce import dependence. Expert...
- US-Iran peace deal: Is it enough to end the 2-year drought for Nifty bulls, bring FIIs back?A US-Iran peace framework has sparked a sharp rally in Indian markets, sending crude oil prices lower, strengthening the rupee and promptin...
- Global Markets: AI supply chain bets propel Asian hedge funds to stellar performanceAsia-focused hedge funds delivered outsized returns in 2026 by riding the artificial intelligence boom across semiconductors and related te...
- Apple stocks: Why are AAPL shares down? Morgan Stanley sounds warning over Siri AI updateAI update to Apple's Siri voice assistant unveiled on Monday garnered lacklustre reviews, spurring caution among investors who have seen te...
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