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India Inc remains bullish on FY27; Telecom, defence, banking seen driving growth: ReportIndian businesses are optimistic about FY27. Telecom, defence, metals, and banking are set for growth. Companies expect demand to remain st...- Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...
- Infineon taps CDIL, Kaynes to strengthen India chip collabGerman chipmaker Infineon Technologies is expanding its engagement with India's semiconductor manufacturing ecosystem by partnering with CD...
- 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...
- West Bengal charging electronics productionWhile the new BJP regime has begun identifying land parcels in the state for greenfield investments, establishing a land bank is a more tim...
- Charting the global economy: Jobs, inflation feed rate-hike betsStrong hiring across sectors and expanding manufacturing activity signal labor market strength, while upcoming US price data and ECB decisi...
- China's chipmakers emerge as rising force in AI memory market: ReportThe report highlighted that China's leading NAND flash maker, Yangtze Memory Technologies Corp (YMTC), and top DRAM producer, ChangXin Memo...
- India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar SinhaIndia is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector ...
- Blackstone-backed AirTrunk to invest $30 billion in India, develop 5 GW data centre capacity by 2030AirTrunk plans a massive investment of over 3 lakh crore rupees in India by 2030. This will develop more than 5 gigawatts of digital infras...
- Citi initiates coverage on 4 Indian power equipment stocks; sees up to 33% upside. Own any?Citi Research initiated coverage on four Indian electrical equipment makers, seeing strong domestic transmission buildout and accelerating ...
- Is India's 1991 economic model dead? Why 'reforms' aren't enough & the state must step inIndia faces economic headwinds from global events and domestic investor wariness. The traditional reform model is no longer sufficient. Str...
- US, India pushing civil nuclear partnership to "new levels" with private sector focus: Sergio GorThe US aims to boost civil nuclear cooperation with India. This partnership will involve private sector investment to meet India's growing ...
- China out, India in? The Japanese begin a quiet but powerful pivotJapanese banks are increasingly shifting their Asia strategy from China to India and Southeast Asia as slowing growth, rising costs and geo...
- AI, data centre boom powers these 9 stocks up to 477% in 2026. Can you still join the party?India's data centre industry is experiencing a multi-year growth phase, fueled by digitalization, cloud adoption, and AI demand. This surge...
- Alphabet stock price jumps as Google parent plans $80 billion fundraising for AI expansionAlphabet stock price remained in focus after Google parent Alphabet announced plans to raise up to $80 billion to expand artificial intelli...
- Semiconductor plant in Assam likely to start production this fiscal, Union Minister Ashwini Vaishnaw saysProduction at the Jagiroad semiconductor plant in Assam is set to begin this financial year. Union Minister of I&B and Electronics and IT, ...
- At Computex, Nvidia and Taiwan's expanding role in AI infrastructure set to take centre stageNvidia CEO Jensen Huang, arriving in Taipei more than a week ahead of the show, more than made that point when he said on Wednesday that hi...
- Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts belie...
- Samsung plans $1.5 billion chip testing plant in Vietnam, document showsSamsung Electronics is investing $1.5 billion in Vietnam to build a new semiconductor testing plant, set to begin operations in November 20...
- India and the new economics of constraintIndia is attempting to rise in a world shaped increasingly by AI, fractured supply chains, geopolitical rivalry, slowing globalisation, and...
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