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AI STOCKS VS INDIAN MARKET
India’s market rally is just getting started: Emkay strategist on IT, smallcaps and sectors to buyWe believe the market is in the early stages of a broader rally. Recent resilience suggests a durable bottom is forming, supported by two k...
These large and mid-cap stocks can give more than 20% return in 1 year, according to analystsWhenever there is a correction or volatility, just ask one question: Is it an opportunity, or should one be wary? We are raising this issue...
Lone warriors! How two mid-tier tech stocks rewarded investors in Rs 10 lakh crore IT crash this yearIndian IT stocks have seen significant value erosion this year. However, Coforge and LTM have shown resilience and growth. These companies ...
AI boom reshapes emerging markets, but surging volatility tests investor nervesArtificial intelligence has powered a strong rally in emerging-market technology stocks, led by semiconductor giants in South Korea and Tai...
Why AMD's solid quarterly earnings failed to impress investorsAMD beat earnings estimates and issued strong guidance, but its shares fell as investors sought bigger AI gains, higher margins and stronge...
US stocks may have more room to rally as earnings, AI spending support marketStrong corporate earnings, sustained AI infrastructure spending and easing valuation concerns have strengthened confidence in the US stock ...
How LIC minted Rs 21,000 crore in mark-to-market gains by betting against AI panic in 3 top IT stocksLIC gained over Rs 21,000 crore from three top software exporters. This paper profit materialized within thirty-five days after a contraria...
$25 billion FII comeback? HSBC explains why foreign money may return to IndiaHSBC says India could attract up to $25 billion in foreign equity inflows if underweight global emerging-market funds restore allocations t...
AMD forecasts strong revenue growth on AI chip demand, but investors seek bigger gainsAMD Earnings Report: AMD beat quarterly revenue and earnings estimates while forecasting stronger-than-expected Q3 sales, driven by AI chip...
For those with an investment horizon of over 1 year: 5 mid-cap stocks from different sectors with upside potential up to 30%For a while now, the world's risk appetite has been pouring into one story above all others: The AI trade, and into markets most tied to it...
Global Market: China stocks rebound on AI, chip rally; Hong Kong shares slipChinese stocks rebounded on Tuesday, led by gains in AI and semiconductor shares, as renewed optimism over the sector and a global technolo...
Anthropic, OpenAI listings a reality check for AI: Rocketship’s Venky HarinarayanPublic listings of Anthropic and OpenAI will test the AI ecosystem. Markets are judging AI winners and losers early, impacting sectors and ...
If the earnings don't come through, markets will struggle: Paul WilsonIndian stock valuations are lower, but earnings have disappointed, limiting re-rating potential. Global capital's return to India is not ye...
Nifty Q1 earnings grow 11% to beat estimate, says Motilal Oswal; picks Bharti Airtel, SBI, ICICI Bank among top betsNifty companies have posted a stronger-than-expected start to Q1 earnings, with profits of 39 reporting constituents rising 11% YoY, beatin...
Largecaps look more attractive after midcap, smallcap rally: HDFC AMC’s Rahul BaijalAt current levels, largecap category remains more attractive on relative valuations, in my view. The broader market indices (both midcap 15...
AI selloff knocks South Korea, Taiwan down global market cap rankingsSouth Korea and Taiwan market caps declined significantly after initial gains. This fall was driven by concerns over artificial intelligenc...
If CrAIze slows, India can play catch-upWall Street banks are now creating AI bonds as a solution to manage credit risk, reflecting investor worries over extensive borrowing for A...