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Falling crude, stable macros set stage for India's next growth phase: Aditya KondawarIndia's equity markets face a crucial earnings season with supportive macroeconomics, yet IT sector sentiment is dampened by AI uncertainti...02 Jul, 2026, 10.45 AM IST- India's premium has almost entirely disappeared now: Ben Powell, BlackRockBlackRock's Ben Powell is increasingly optimistic about Indian equities following a period of underperformance. He believes foreign investo...02 Jul, 2026, 05.40 AM IST
- Meta stock: Why are Facebook, Instagram, WhatsApp shares are rising today at U. S Stock Market?Meta has poured hundreds of billions of dollars into data centers and AI chips.01 Jul, 2026, 08.38 PM IST
- 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, ...01 Jul, 2026, 11.34 AM IST
- Rs 19 lakh crore shocker! TCS, Infosys & 2 IT giants crash 50% from peak: Is the absolute worst yet to come?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...01 Jul, 2026, 09.04 AM IST
- Dragon trails on AI bullet train as stocks shed most since 2001Chinese stocks are experiencing a significant downturn in 2026, with the MSCI China Index plummeting 15%, marking its worst performance glo...01 Jul, 2026, 08.19 AM IST
- Magnificent humanityPope Leo's encyclical, 'Magnifica Humanitas', champions human dignity amidst AI advancements, reminding us of our inherent worth beyond pro...30 Jun, 2026, 11.38 PM IST
- 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...30 Jun, 2026, 06.53 PM IST
- RBI flags AI stock boom as financial stability risk, says Indian banks remain resilientIndia's central bank has identified soaring AI stock valuations globally as a financial stability risk, warning of potential market spillov...30 Jun, 2026, 05.30 PM IST
- 'AI FOMO': Why this Google techie left the tech giant even after getting Rs 9.5 crore salaryA former Google account executive, Yousuf Imran, quit his high-paying job after earning nearly $1 million, citing fears of layoffs and the ...30 Jun, 2026, 04.13 PM IST
- Pankaj Tibrewal sees stronger top-line growth driving India's next earnings cycleIndian companies are poised to navigate input cost pressures and sustain growth, with the upcoming earnings season expected to be the next ...30 Jun, 2026, 01.47 PM IST
- US stocks may be headed for a sharp correction, warns Andrew Freris amid AI spending boomMarket strategist Andrew Freris warns Wall Street's rally is built on shaky ground, citing weak earnings and excessive AI enthusiasm. He ad...30 Jun, 2026, 12.16 PM IST
- Why business impact is becoming the new measure of AI innovationThe ET Most Innovative AI Product Awards 2026 recognise AI solutions that have moved beyond experimentation to deliver measurable business ...30 Jun, 2026, 09.43 AM IST
- India tops Taiwan to reclaim fifth spot in global market capitalisationIndia has surged back to the fifth spot globally in market capitalization, surpassing Taiwan. This marks India's second ascent in recent we...30 Jun, 2026, 05.44 AM IST
- China, India see top firms lose market cap share in AI lagMajor stock markets in China, India, and Hong Kong are lagging in the global AI race, with top companies now holding a smaller market share...29 Jun, 2026, 01.00 PM IST
- AI chip rally faces reality check, but bubble fears may be overdone: Adrian MowatSouth Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attri...29 Jun, 2026, 10.58 AM IST
- Australia's Firmus Technologies strikes AI access deal with NvidiaFirmus said the deal would see it buy Nvidia infrastructure and sell Nvidia‑powered cloud services to "AI Native" customers, among others...28 Jun, 2026, 07.38 PM IST
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