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BIG CYCLICAL SHIFT
Micron joins $1 trillion club as AI race powers memory chip boomMicron has reached a significant milestone, crossing $1 trillion in market value for the first time. This achievement highlights the compan...26 May, 2026, 08.22 PM IST- FIIs won't return to Indian markets in a hurry; only 3 triggers may bring them back: Amar K AmbaniForeign institutional investors (FIIs) are unlikely to return to Indian equities soon due to structural and cyclical forces, including mode...20 May, 2026, 04.41 PM IST
- US stock market crashes today: Dow Jones, S&P 500, and Nasdaq fall hard as bond yields hit 19-year high - Nvidia, Broadcom, AMD, and Amazon lead massive Wall Street selloffUS stock market crashes today as Dow Jones, S&P 500 and Nasdaq plunge. The Dow Jones Industrial Average dropped more than 237 points, while...19 May, 2026, 09.30 PM IST
- Sensex to hit 89,000? Why Morgan Stanley is betting big on India Inc after 6-quarter slowdownMorgan Stanley has turned more bullish on India, forecasting the BSE Sensex could rise to 89,000 by June 2027, implying around 15% upside f...13 May, 2026, 11.55 AM IST
- ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...12 May, 2026, 06.42 PM IST
- Oil market enters tight supply phase after years of underinvestment: Nikhil BhandariGlobal energy markets are entering a structurally tighter phase due to years of underinvestment in crude oil and refining. While renewables...12 May, 2026, 02.07 PM IST
- Chasing US tech stocks? Aashish Somaiyaa says India and emerging markets look more attractive nowAashish Somaiyaa, CEO of White Oak Capital, believes selective stock picking is key in the current market. He sees India's recent flat perf...12 May, 2026, 09.00 AM IST
- AI wins have Alphabet poised to become world’s biggest companyAlphabet is rapidly closing in on Nvidia for the title of the world's largest company. Alphabet's strong presence in AI, from search to clo...12 May, 2026, 08.46 AM IST
- ‘Most Indians retire asset-rich but income poor’: Edelweiss MF’s Radhika Gupta on retirement planning, SIP resilience, lifecycle funds, and simple investingOne of the industry’s most recognisable voices on investing, Radhika Gupta, MD and CEO, Edelweiss Mutual Fund, has helped shape both her fu...11 May, 2026, 01.03 PM IST
- Secular, cyclical or war-dependent: A ratio to tell you what kind of growth you are buying. 6 stocks with upside potential of up to 29%Some valuation ratios are used because they are easy. The PE ratio is one of them. It is simple, familiar, and convenient. Not only for the...10 May, 2026, 06.51 AM IST
- Market has already priced in peace; now comes the earnings reality check: Shridatta BhandwaldarMarkets are pricing in a swift conflict resolution, but elevated energy costs will impact corporate margins in the near term. While earning...09 May, 2026, 10.58 AM IST
- Rupee slide to 94-95 is a goldmine for these 3 sectors, says Amisha VoraThe Indian rupee's significant fall presents a major investment opportunity. Experts advise focusing on export-oriented sectors like pharma...07 May, 2026, 09.50 AM IST
- Data centres, semiconductors to drive next growth phase for L&T: Amit AnwaniLarsen & Toubro faces near-term challenges but is strategically pivoting towards technology and new businesses for long-term growth. The co...06 May, 2026, 12.07 PM IST
- Digital platforms, autos, and a shifting consumption story: Ashi Anand maps the market’s next phaseIndia's equity markets are seeing a leadership shift, with digital platforms and select auto segments driving growth. Ashi Anand of IME Cap...06 May, 2026, 10.53 AM IST
- US stock market futures today: Why are Dow Jones and S&P 500 in red while Nasdaq turns green today? Dow drops 280 points as oil tops $120— can AI spending offset rising inflation fears and Fed uncertainty?Why are Dow Jones and S&P 500 in red while Nasdaq turns green today? The US stock market futures today are sending a sharp, layered signal....30 Apr, 2026, 04.38 PM IST
- US stock market today: why Dow Jones crashing big while S&P 500 and Nasdaq are rising? Dow down by 200 points as oil surge, Fed jitters, and Big Tech earnings split market directionUS stock market today: Why Dow Jones Industrial Average falls while S&P 500 and Nasdaq Composite hold steady? US stock market today shows a...29 Apr, 2026, 08.28 PM IST
- Sandip Sabharwal sees strength in financials, warns of IT sector headwindsIndia's top IT firms reported mixed earnings, grappling with near-term pressures and AI-driven structural shifts, leading to subdued growth...24 Apr, 2026, 01.07 PM IST
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