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AI LENDING BOOM
Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...- AI spending boom could trigger sharper downturn than dotcom crash: Professor Aswath DamodaranValuation expert Aswath Damodaran warns the AI boom's massive capital expenditure, largely debt-funded, could lead to a more painful downtu...
- Yes Bank shares rally 15% in 4 sessions. What are technicals suggesting for traders?Yes Bank shares extended gains for a fourth straight session, rising as much as 6.5%. Technical indicators and improving sentiment supporte...
- AI bubble debate gets real as chip stocks rallyChipmaker stocks are soaring, leading to a debate about an artificial intelligence bubble. Demand for AI data center chips is driving price...
- Fuelled by lending boom, DPDzero bets big on AI-led debt recoveryAs India’s unsecured lending boom accelerates, collections are emerging as the next major battleground for fintechs and lenders.
- Why SpaceX's mega IPO may not signal a broader rebound in listingsSpaceX's huge IPO is set to capture global attention. However, experts believe this event may not reflect the true health of the broader IP...
- AI spooks IT valuations; Groww promoters cut stakeAI has pushed valuations of India’s top IT firms to 2008-09 levels. This and more in today’s ETtech Top 5.
- Is a deeper bond crash ahead? From Washington to Tokyo, governments are paying the highest borrowing costs in decades as global bond yields surge — why are investors dumping bonds?Global Bond Yields Spike to Multi-Decade Highs as Iran War Fuels Inflation Crisis: From Washington to Tokyo, governments are now paying the...
- India missed out on AI and now its run as market darling may be overIndia faces a significant setback as artificial intelligence reshapes global investments. The nation's stock market is nearing a fall from ...
- India missed out on AI, and now its run as market darling may be overIndia's stock market faces a significant downturn as global investment shifts towards AI. Foreign investors are leaving, impacting market v...
- What is really driving copper futures to record highs? Copper prices just broke every record as AI data center boom fuels global supply crunchCopper prices are soaring aggressively in 2026 as copper futures smash record highs above $14,000 per ton and COMEX copper crosses $6.50 pe...
- Skyroot Aerospace, KreditBee among latest startups to enter unicorn clubIndia's startup scene is experiencing significant growth. Several new companies have achieved unicorn status, valued at over $1 billion. Sk...
- Crude at $125, FIIs selling $20 billion, and yet Alchemy Capital's Alok Agarwal says India is a buyIndian equities present a compelling opportunity for patient investors. Recent underperformance has already factored in negative news. Alok...
- How to spot an investment scam before it spots youIndia's digital investment boom is fueling a surge in cybercrime, with financial fraud leading the charge. Criminals are increasingly using...
- Acko's $250 million IPO; Infosys' market cap plungeNew-age insurer Acko will soon confidentially file draft papers for its stock market debut. This and more in today's ETtech Top 5.
- Gold loan startups find new shine; Infy Q4 profit jumpsHappy Friday! Gold loan fintechs are moving towards building their own loan books. This and more in today's ETtech Morning Dispatch.
- A loan you never took; How PAN fraud is wrecking credit scores in India and what you should do to protect yourselfIndians are facing a new threat: PAN-based loan fraud. Criminals are using stolen PAN details to take out loans without consent. This is da...
- Uni’s valuation cut; Howard Morgan on AI, venture investing, moreHappy Thursday! Fintech startup Uni is staring at a steep valuation cut as it looks to raise fresh capital amid regulatory headwinds. This ...
- Bank of England warns debt-fuelled AI spending boom could unravelThe Bank of England has issued a stark warning. A massive spending boom in artificial intelligence infrastructure, funded by debt, faces si...
- Salesforce launches public sector division in India; unveils Made-for-India digital lending solutionSalesforce launched its public sector division in India, introducing a digital lending solution tailored to the market's needs. The move un...
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