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AI INVESTMENT IDEAS
$320 billion danger: Jefferies warns 70 large EM funds are underweight IndiaDespite record FII outflows from Indian equities since September 2024, Jefferies said India remains a consensus underweight among emerging ...- WEF names 100 tech pioneers for 2026: AI, Clean Energy and Deep Tech lead the chargeThe World Economic Forum has named 100 early-stage companies from 23 countries as its 2026 Technology Pioneers. Spanning AI infrastructure,...
- Claude Fable 5, Mythos banned: Indian techie shares Indian jugaads one can use to bypass restrictions to access AI toolsNew US restrictions on advanced AI models from Anthropic have caused a stir in India. Indian tech enthusiasts are sharing 'jugaad' solution...
- Elon Musk, world's first trillionaire, on what it would take to reach $1,000,000,000,000,000 and become a quadrillionaireElon Musk has reportedly become the world's first trillionaire following SpaceX's record-breaking IPO. While acknowledging the possibility ...
- CEA Anantha Nageswaran says AI stock valuations definitely in a bubbleIndia's Chief Economic Advisor V Anantha Nageswaran warns that artificial intelligence stock valuations are a bubble. He believes the narra...
- Warner music acquires Sureel AI: How AI music attribution is transforming the industryWarner Music Group’s acquisition of Sureel AI signals a shift toward shaping how AI uses music. Sureel tracks song influence in AI models t...
- 'Not a great environment for Indian market': Harsha Upadhyaya on Iran-US tensions, IT outlook, pharma bet, and where to be cautiousGlobal challenges are impacting Indian stocks. West Asian tensions and rising US inflation create headwinds. Tech sector shifts also affect...
- ET Alpha Wealth Summit Fireside | Never sell because you're bored': PPFAS CIO Rajeev Thakkar's 6-point guide on when to exit an investmentRajeev Thakkar, CIO at PPFAS Asset Management, highlighted selling skills at the ET Alpha Wealth Summit. He stated that investors often sel...
- Anthropic announces 'Claude Corps' to teach nonprofits to use AI more effectivelyAI company Anthropic is launching a new program called Claude Corps. This initiative will place 1,000 fellows with non-profit organizations...
- EY launches Bengaluru AI centre to help firms test and scale AI transformationEY has launched a state-of-the-art 40,000-square-foot AI innovation hub in Bengaluru, designed to support clients in the exploration and de...
- LSEG slowly sheds 'AI risk' tag with drive to show growthLSEG shares tumbled nearly 13% in one day in February as worries about the threat posed by large language artificial intelligence models li...
- 'The Donald of Dubai': UAE billionaire close to Trump bets $66 billion on AI to become the world's data kingUAE real estate magnate Hussain Sajwani is investing billions in data centers to capitalize on the AI boom, aiming for global leadership. H...
- The real reason NVIDIA Omniverse is changing game development has nothing to do with creativityNVIDIA's Omniverse highlights a growing shift in game development, where AI is being used less for creativity and more for efficiency. As g...
- Specs stopped selling smartphones. Intelligence is the new benchmark - A breakdown of Google I/O and Apple’s WWDC 2026Smartphones are evolving beyond just hardware. Companies like Google and Apple are now prioritizing artificial intelligence. This means pho...
- Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
- How AI companies are using industry recognition to build credibility and growthAs AI adoption accelerates across industries, innovation alone is no longer enough. Visibility, credibility, and industry recognition are i...
- Donald Trump, Bernie Sanders and Sam Altman are all talking about public ownership in AITrump has embraced government investment in private companies in his second term, scrambling his party's politics. His administration last ...
- Why ET AI Hackathon 2.0 sits at the centre of builder-led technology shiftsAs AI and digital systems move from experimentation into real-world use, builders are increasingly shaping how technology is judged and sca...
- South Korea labour minister calls on tech firms to share excess AI profits with suppliers, staffIn an interview, Kim Young-hoon told Reuters that companies like Samsung Electronics that outperform profit targets should consider sharing...
- US officials eye government stakes in AI companies, NOTUS reportsWhile the planning is ongoing and details are in flux, discussions have centered on having the firms voluntarily cede the shares to the go...
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