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AI INVESTMENT THEMES 2026
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...- 5 Zodiac Signs Will Receive Unexpected Money In July 2026: Major Financial Breakthroughs, Surprise Cash & Powerful Cosmic Blessings AwaitUnexpected money rarely arrives the way we imagine. It's not always a lottery win or a surprise inheritance, more often, it shows up as an ...
- 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...
- Binance intercepts $10.5 billion in frauds using AI, invests $300 million per year in complianceBinance said its AI-powered compliance systems intercepted $10.53 billion in potential fraud between 2025 and the first quarter of 2026, wh...
- Vocus plans $343 million Sydney-Melbourne fibre link to meet AI demandMacquarie-backed Vocus is set to invest A$500 million in a new fibre network connecting Sydney and Melbourne by 2029. This pioneering ducte...
- Tata Communications announces strategic subsea cable investments between India and SingaporeTata Communications is significantly boosting its subsea cable network between India and Singapore, investing in new fiber capacity to enha...
- The AI boom won't burst all at once. It will pop in 'rolling bubbles': MacquarieMacquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...
- Key facts on South Korea's three chip and AI 'mega projects'Below is a summary of the investments and targets announced at the event and in corporate and government statements.
- 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...
- ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...
- Hyderabad Economic Forum 2026 brings together 500+ leaders at SAS ITOWER to chart the city’s next growth chapterHyderabad's economic future took center stage at the inaugural Hyderabad Economic Forum 2026, themed 'One City. One Vision. Infinite Possib...
- ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEOGlobal markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGir...
- Amazon CEO meets Modi; Delhivery investors cash outAmazon CEO Andy Jassy met Prime Minister Narendra Modi as the company outlined its long-term plans for India. This and more in today’s ETte...
- The AI boom is wobbling, but the bubble hasn't burstGlobal stock markets are experiencing a cautious rebound following a tech sell-off, fueled by AI spending and hawkish US interest rate sign...
- Amazon's record USD 48 billion investment shows growing interest across the world to invest in India, says PM ModiAmazon is set to invest a record $48 billion in India between 2026 and 2030, with over $21 billion earmarked for AI and cloud infrastructur...
- Amazon CEO Andy Jassy meets PM Modi; announces plans to invest $48 billion in India by 2030Amazon CEO Andy Jassy met PM Narendra Modi, announcing a significant $13 billion investment to bolster AI and cloud infrastructure in India...
- All you need to know about Meta’s Instagram, Whatsapp and Facebook subscription plans in IndiaMeta has launched paid subscription plans for WhatsApp, Instagram, and Facebook in India, offering customisation and convenience features f...
- Prosus Invests $460 million in French health tech AlanAlan, a French health tech company, has successfully attracted a whopping $460 million investment from the Netherlands-based Prosus, elevat...
- From Rs 4,900 crore to Rs 41,300 crore: How Sanjeev Bikhchandani turned 135 startups into a 743% return machineSanjeev Bikhchandani's Info Edge has achieved remarkable capital compounding, deploying Rs 4,900 crore across 135 startups since 2007, now ...
- As new tech shines, market takes rest on old cushions: Devina MehraForget the hype around tech giants like Mag 7 and MANGOS. Current market data reveals a shift, with US small-cap and old-economy stocks lik...
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