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AI MARKET GROWTH
AI investment in emerging markets must go beyond models to ecosystems: ReportArtificial intelligence is poised to revolutionize economies, but emerging markets must cultivate local ecosystems to truly benefit, a Worl...
Investors looking for shelter from AI storm are turning to IndiaIndian equities are emerging as a stable investment choice amidst global market volatility, particularly as the AI rally cools. While previ...
India's VC ecosystem shifts to monetization-led growth in 2026, backed by AI, Q-commerce infra and domestic tailwinds: BainIndia's venture capital and growth ecosystem is entering a monetization-led phase in 2026, with investors prioritizing capital efficiency, ...
Nokia: How a forgotten stock from Finland doubled investors wealth in AI comeback storyNokia shares have doubled in 2026 as investors increasingly view the company as an AI infrastructure player. Strong cloud and AI orders, br...
AI boom not shock-proof; chip shortage and weak pass-through weigh: ReportWhile AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortage posing a major risk to the rally, says Nuva...
Every enterprise is investing in AI; very few can prove their impactEvery enterprise now has an AI strategy, but few can prove it works. As adoption becomes universal, execution becomes the real differentiat...
Non-AI Nifty suddenly beating Nasdaq, South Korea & Taiwan bourses: Is the global tech trade finally reversing?India's Nifty is surprisingly outperforming global tech giants like Nasdaq, South Korea, and Taiwan, marking a potential reversal in the AI...
US Stocks: Micron, Intel and other chip stocks fall up to 11% after record-breaking rallyChip stocks experienced a significant downturn, with major AI rally leaders seeing sharp profit-taking after a record quarter. The VanEck S...
No longer magnificent? How Apple, Microsoft and other Mag 7 stocks are crumbling under AI pressureThe Magnificent Seven are underperforming as investors question whether massive AI spending will generate adequate returns. With $2.3 trill...
OpenAI offers 5% stake to Trump administration: reportThe proposed arrangement would involve other U.S. AI companies handing over a similar stake to the government, The Financial Times reporte...
Oaktree-backed ITG jumps in Nasdaq debut, signaling strong AI infrastructure demandThe debut adds to signs that investor appetite for companies supporting the AI buildout remains robust, as hyperscalers and technology fir...
Meta names Alex Schultz first chief data officerMeta is reshuffling its leadership to bolster its AI and data strategy. Alex Schultz, previously Chief Marketing Officer, is now the compan...
Everforth bets on India's GCC boom, AI demand to drive growthUS technology services firm sees India's maturing GCC ecosystem and AI-led digital engineering demand as key growth drivers after its rebra...
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, ...
US Stock Market: Economic resilience collides with expensive valuations on Wall StreetThe US economy shows surprising strength with robust job growth and consumer spending, yet Wall Street is faltering. Investors are wary of ...
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 ...
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...
Microsoft shares head for worst month since 2000 as AI concerns wipe out $570 billionMicrosoft shares are heading for their worst month since 2000, falling 17% in June as concerns over heavy AI spending and delayed returns e...
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...
AI hasn't changed marketing's role, only how it delivers: Publicis Sapient CMOArtificial intelligence is revolutionizing marketing, but core responsibilities like driving growth and building customer relationships rem...