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BIG TECHNOLOGY REVOLUTION
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...
ETMarkets Smart Talk | AI is real, but AI valuations are not; we are in the FOMO stage of the bubble: Carnelian’s Manoj BahetyAI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of mis...
Doubled in 5 years: India's military-industrial moment has arrivedIndia's defence production has surged to a record Rs 1.78 lakh crore in FY26, nearly quadrupling since 2013-14. This growth, fueled by the ...
Nvidia's Jensen Huang pledges AI will boost manufacturing jobsThe factory represents a fundamental test of whether, as Huang believes, AI will be a source of job creation instead of a technology that s...
Sarvam: When US slams the door, India begins to find its own openingSarvam AI’s rise to a $1.5 bn valuation after raising $234 mn marks a major milestone for India’s push toward AI sovereignty. The funding c...
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...
Big yard, iron fences: Why India must chase AI sovereignty nowThe expanding limitations on advanced AI technologies in America underline a pivotal change in the landscape of global tech commerce. This ...
India eyes global bio-energy leadership with unified push on capital, missions and SAF exportsIndia is poised to become a major bio-energy exporter and bolster its energy security. Industry leaders at the India Bio-Energy Conference ...
After Musk, aur kaun banega trillionaire?Elon Musk has become the world's first trillionaire. This achievement marks a significant change in capitalism. His wealth is tied to futur...
Anthropic vs OpenAI: Behind the bitter battle for the future of AIThe fierce competition between Anthropic and OpenAI is accelerating AI advancements and driving a race towards blockbuster IPOs. This rival...
Meta funds skilled trades jobs program for AI data center buildoutThe cost-free program, America's Workforce Academy, will end in guaranteed job offers to graduates, the company said in a statement. A Meta...
Musk's SpaceX IPO jolts life back into European retail investingEuropean retail investors are eagerly eyeing the SpaceX IPO, with an unusually large allocation planned across several countries. While pla...
In 1820, a physicist noticed a compass twitch near a wire, and electromagnetism changed scienceIn the year 1820, a pivotal moment in science emerged when Danish physicist Hans Christian Ørsted made an astonishing observation. He notic...
In 1907, a chemist was chasing a shellac substitute when a hard resin changed the age of plasticIn an unassuming quest for new industrial materials, Leo Baekeland ignited a transformative shift. His pursuit of a shellac alternative led...
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 ...
India in right place at right time on AI but failing to make the right noises, says Citi's Vis RaghavanIndia must highlight its AI power to attract global investment, says Citi's Vis Raghavan. Skilled talent, competitive costs, and infrastruc...
South Korea, Taiwan leapfrog India, but the race was lost decades agoSouth Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems fr...