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AI INDUSTRY DISRUPTION
Inside The Decisive Decade for Leaders: A masterclass for India's most influential decision-makersAs AI, geopolitical shifts and disruption redefine leadership, The Decisive Decade for Leaders brings together CEOs, CXOs, board members, p...- Blue-Chip Blues: A quarter of India's top stocks have failed to deliver meaningful returnsA significant portion of BSE 100 companies, 23 to be exact, have struggled to deliver robust annual returns over the past three years, with...
- For one small business, AI was key to a quick start and expansionThe rapid emergence and spread of AI has become a defining feature of the U.S. economy, of prime interest to Federal Reserve officials tr...
- India's factory boom comes with a growing cyber billCyberattacks on Bajaj Auto and Tata Electronics have exposed a growing risk for India's manufacturing sector, compounded by rising automati...
- Reliance market value now equals India's top five IT companies combinedA sharp selloff in Indian IT stocks has reduced the combined market capitalisation of the top five IT firms to nearly match Reliance Indust...
- India, Japan agree on crude oil stockpiling & reserve systemsIndia and Japan are joining forces to bolster energy security, creating joint strategies for crude oil and petroleum product stockpiling to...
- Meta’s compounding India woes; HCLTech’s mega AI dealUnion minister Ashwini Vaishnaw has asked to summon Meta over child sexual abuse material on Instagram. This and more in today’s ETtech Top...
- In key structural shift, debt becomes the big new vehicle as Indian IT goes deal-shoppingIndian IT firms are increasingly embracing debt financing for major acquisitions, a departure from their traditional debt-free approach. Th...
- The surprising reason India's most expensive stocks often keep risingIndian stocks defy logic, with expensive companies consistently outperforming. This trend, observed over 15 years, sees sectors like defenc...
- Wipro shares could crash 17% on Thursday if ADR is an indicator. What’s worrying investors?Wipro shares are poised for a significant drop following a steep decline in its ADRs, fueled by investor worries about future earnings and ...
- Micron, GM sign semiconductor supply agreement for vehiclesGeneral Motors has signed a landmark long-term agreement with Micron Technology to ensure a steady supply of vital memory and storage chips...
- Don't worry, banks have shock absorbers: RBIIn its bi-annual Financial Stability Report, the RBI flagged concerns over customer service in the insurance sector and again cautioned tha...
- Bank of England's Breeden signals new rules to govern agentic AIFollowing years of insistence that existing frameworks were sufficient to mitigate AI risks, Deputy Governor Sarah Breeden said rapid devel...
- 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...
- Alternatives to OpenAI, Anthropic: With US prime AI off the table, India opts for fine ChinaChinese open-source models, already popular among startups due to lower costs, may now make their way to large enterprises looking to avoid...
- 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...
- AI adoption gains momentum, returns emerge but infra lags: Industry executivesIndia’s greatest opportunity lies in domain-specific small language models, argued panellists at The Economic Times AI Vantage Roundtable.
- AI investment boom may fuel financial risks: BISThe Bank for International Settlements (BIS) has cautioned about the financial dangers linked to the rapid growth of AI, pointing to issues...
- Don't let AI chip off the old blockThe soaring demand for memory chips driven by artificial intelligence is leading to significant shortages that are affecting various indust...
- US stocks: US market ends lower as tech stocks weigh on sentimentWall Street ended lower on Friday, with AI chip stocks experiencing a significant downturn while Moderna and other healthcare companies sur...
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