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Forget AI and EVs: Zerodha’s Nikhil Kamath spots next big billion-dollar opportunity hidden in India’s biggest problemNikhil Kamath water business idea: India's rapid growth in water-intensive sectors like agriculture, nuclear energy, pharmaceuticals, and d...- AI infrastructure and data centre plays could be the next big theme: Atul SuriDespite negative sentiment and foreign investor selling, Indian equities are showing signs of building a base, with a breakout above 24,500...
- US Stock Market: Wells Fargo raises S&P 500 target on stronger earnings outlook, easing macro risksWells Fargo has raised its year-end 2026 target for the S&P 500 to 7,950 from 7,300, implying a potential upside of about 5% from current l...
- The Next Frontier: LG's future is not just the TV and fridge in your homeLG Electronics is accelerating its transformation: LG Electronics is transforming from a home appliance maker to a technology powerhouse. T...
- Falling crude, stronger rupee could boost earnings outlook for India: Deepak ShenoyIndian stocks are poised for a favorable period. Falling crude oil prices and a strengthening rupee offer support. Macroeconomic conditions...
- AI is making blue collar workers like electricians, mechanics richer than office workersArtificial intelligence is creating new, lucrative roles for skilled tradespeople in India, with demand for electricians, HVAC technicians,...
- Focus on structural trends, ignore market noise: Hiren VedMarkets react quickly to news, but Hiren Ved of Alchemy Capital Management advises focusing on reality over narratives. He highlights a glo...
- Schneider Electric, Foxconn partner on AI data center infrastructureSchneider Electric and Taiwan's Hon Hai Technology Group, known as Foxconn, are joining forces. They will develop and scale infrastructure ...
- Hidden AI India winners add $48 billion on data-center boomIndian industrial companies are experiencing significant growth by supplying components for data centers. This trend is driven by massive g...
- AI gold rush upends San Francisco housing marketIn San Francisco, the longtime hub of the US tech sector, fortunes tied to artificial intelligence startups are inflating home prices and f...
- Inside Jamnagar: How Meta and Reliance are building India’s AI infrastructure backboneMeta and Reliance Industries are expanding their partnership beyond connectivity to build an AI-enabled data centre in Jamnagar, Gujarat, m...
- Meta partners with Reliance to set up its first data centre in IndiaMeta Platforms is significantly boosting its India investments with a new 168 MW data center in Jamnagar, Gujarat, in partnership with Reli...
- Reliance, Meta announce Jamnagar data centre; CleanMax to supply over 900 MW renewable energy capacityMeta Platforms is investing heavily in India's digital future. The company is partnering with Reliance Industries to build a new data cente...
- Norm-breaking SpaceX IPO a source of elation, angst on Wall StreetSpaceX is poised for a historic IPO, aiming to raise $75 billion with a $1.8 trillion valuation. Despite immense investor excitement and Mu...
- Meta-Reliance AI hub; SAP CEO on India's AI edgeMeta has tapped Reliance for India AI data centre. This and more in today's ETtech Top 5.
- Applied Digital signs $5.2 billion AI data center lease with US hyperscalerMajor technology companies are raising their spending on data centers to support powerful artificial intelligence models, boosting demand...
- Asian stocks rebound on Iran optimism, AI tradeAsian stocks rebounded, led by South Korea's Kospi, as Middle East tensions eased and artificial intelligence shares recovered. Wall Street...
- AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
- Hidden AI Winners: Little-known D-Street stocks soar up to 530%Indian industrial companies are experiencing significant growth by supplying components for data centers. These firms are crucial for build...
- Companies face hardware talent crunch amid AI boomIndia faces a significant shortage of AI hardware engineers, including HVAC, robotics, and industrial automation specialists, as AI adoptio...
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