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BIG TECH CAPEX
India's growth story, not AI trade reversal, will drive foreign flows: Sameer DalalIndia's economic strength, not AI's decline, will drive foreign capital inflows, according to Sameer Dalal. He believes AI's market correct...
K-Drama on Tech Street: AI rout hits global marketsTechnology stocks experienced a significant downturn, pulling major indices lower as a sharp selloff in Korean chipmakers raised concerns a...
Reliance AGM 2026 Key Highlights: From Jio IPO, AI ventures to retail bets, check key announcements by Mukesh AmbaniRIL AGM 2026 Key Highlights: Reliance Industries Chairman Mukesh Ambani unveiled major plans at the company's annual general meeting. Key a...
RIL AGM 2026: Jio IPO and 4 other big bets Mukesh Ambani could unveilReliance Industries Chairman Mukesh Ambani is set to reveal major plans at the 49th annual general meeting. Investors anticipate updates on...
ET Alpha Wealth Summit | Quality has rarely been this cheap relative to junk; 3 themes to buy now: Saurabh MukherjeaQuality stocks in India and globally are at their cheapest in years. Saurabh Mukherjea highlights export-oriented manufacturing, European a...
Signs of worry: Is SpaceX's $75 billion IPO ringing the bell of market top?SpaceX's upcoming IPO at a staggering valuation is sparking debate. Investors wonder if this massive listing signals the peak of the curren...
IT needs selectivity, not blind bargain hunting; Energy, defence and healthcare offer better opportunities: Gurmeet ChadhaMarket expert Gurmeet Chadha advises investors to be selective in the IT sector, despite attractive valuations, focusing on stock-specific ...
Rising bond yields and inflation remain key risks for markets: Candace BrowningGlobal investors are focusing on artificial intelligence driven earnings growth, overshadowing geopolitical concerns. Strong US corporate p...
Meta layoffs hit India; Local VCs eye Wispr Flow fundingHappy Wednesday! Tech major Meta has quietly axed a dozen India roles as part of its latest global AI-era reset. This and more in today's E...
AI ignites India infra supercycleOperators and investors ramping up capacity with billions in investments as India’s data centre capacity may touch 4 GW by 2030, writes Tan...
Nvidia stocks jump in pre-trading as CEO Jensen Huang reveals inside information for investors. Details hereNvidia expects revenue of $91 billion, plus or minus 2 per cent, compared with estimates of $86.84 billion, according to data compiled by L...
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...
Dominion energy stock rises highest in over 3 years, Nextera energy stock crashes. Here's whyNextEra Energy is buying Dominion Energy in an all-stock transaction valued at about $66.8 billion, creating the world's largest regulated ...
Mutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment?Mutual funds have significantly reduced their technology sector exposure to an eight-year low, driven by concerns over AI disruption, slowi...
Largecaps seen as safe harbour amid market volatility: Sanjay MookimPrime Minister Modi's calls for energy conservation highlight India's external vulnerability and fiscal strain due to elevated oil prices. ...
Beyond Nifty: The 10 smallcap stocks that doubled investor wealth in the first 25 sessions of FY27Indian smallcap stocks are delivering impressive returns early in FY27. Over ten stocks have doubled investor wealth in just 25 sessions. T...
Google exploring investments in India across AI infra, manufacturing of servers & dronesGlobal tech giant Google is exploring significant investments in India. The company is looking at opportunities in AI infrastructure. Googl...
Why Bank of America warns Iran war could disrupt US economy’s 'two engines', AI boom and consumer spending?US economy growth drivers at risk warning: The US economy is heavily reliant on household spending and a surge in AI investment, creating a...
ET Graphics: AI puts data handlers onCloud companies are capitalising on the AI surge. Spending on AI infrastructure is rapidly increasing, with billions committed for future y...
80 seconds of big tech earnings will decide stock market’s fateInvestors await earnings reports from Alphabet, Meta, and Microsoft after trading ends Wednesday. These tech giants' results will guide mar...