The Magnificent Seven are underperforming as investors question whether massive AI spending will generate adequate returns. With $2.3 trill...

India's equity markets face a crucial earnings season with supportive macroeconomics, yet IT sector sentiment is dampened by AI uncertainti...

Indian equities are poised for a positive shift as falling crude oil prices ease inflation and currency concerns, according to Sundaram Mut...

BlackRock's Ben Powell is increasingly optimistic about Indian equities following a period of underperformance. He believes foreign investo...

Meta has poured hundreds of billions of dollars into data centers and AI chips.

India's top IT firms, including TCS and Infosys, have seen their market value plummet by at least 50% from peak levels, erasing nearly Rs 1...

India's central bank has identified soaring AI stock valuations globally as a financial stability risk, warning of potential market spillov...

A former Google account executive, Yousuf Imran, quit his high-paying job after earning nearly $1 million, citing fears of layoffs and the ...

Indian companies are poised to navigate input cost pressures and sustain growth, with the upcoming earnings season expected to be the next ...

Market strategist Andrew Freris warns Wall Street's rally is built on shaky ground, citing weak earnings and excessive AI enthusiasm. He ad...

The ET Most Innovative AI Product Awards 2026 recognise AI solutions that have moved beyond experimentation to deliver measurable business ...

Ramprakash Ramamoorthy, director of AI research, Zoho, which is running its own data centre, said the compute cost has gone up significantl...

India has surged back to the fifth spot globally in market capitalization, surpassing Taiwan. This marks India's second ascent in recent we...

Major stock markets in China, India, and Hong Kong are lagging in the global AI race, with top companies now holding a smaller market share...

South Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attri...

Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...

South Korean regulatory actions are prompting a reassessment of AI semiconductor valuations, though experts see this as a healthy correctio...