Searched for
CAPEX DISCIPLINE
AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley saysMorgan Stanley suggests market gains are broadening beyond semiconductors. Investors may shift focus to AI hyperscalers and other sectors. ...- AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley saysMorgan Stanley has recommended a strategic pivot in market investments, directing attention from semiconductor stocks to AI-based giants su...
- Explained: Why aluminium is emerging as manufacturers' preferred alternative to copperRecord copper prices are accelerating manufacturers' shift toward aluminium, driven by lower costs and lighter weight. Automakers are expan...
- PFC-REC merger: Which stock should you buy before the mega deal creates Rs 11 lakh cr power financing giantPower Finance Corporation (PFC) and REC's boards have approved a merger, creating India's largest power financing institution with a Rs 11 ...
- ET Prime Special Series: Multibagger or Bankrupt - Part 65: This auto ancillary is making new moves. Separate signal from noiseThis supplier is one of those businesses that grows quietly until it suddenly makes several big decisions at once. In a short span it has s...
- The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
- NRI Talk| For a Rs 50 crore NRI portfolio, structure matters as much as stock selection: Tarun BiraniNRIs view India with cautious optimism, recognizing its long-term growth potential despite recent market flatness and rupee depreciation. D...
- PFC-REC merger approved! Here's what will happen to your existing shares after mega mergerPFC and REC boards approved their merger scheme with a share-swap ratio of 88 PFC shares for every 100 REC shares. The merger aims to creat...
- Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...
- Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...
- Vedanta shares fall 6% after Rs 2,149 crore block deal; promoter Twin Star likely sellerVedanta's stock experienced a significant dip, dropping up to 6% from its intraday peak of Rs 287. This decline followed media speculation ...
- 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...
- Vedanta Aluminium, other demerged stocks surge up to 5%. Which has been the best performer since market debut?Vedanta’s newly listed demerged entities outperformed the broader market on Friday, with shares of Vedanta Aluminium Metal, Vedanta Iron an...
- Vedanta Aluminium vs Power vs Oil & Gas vs Iron & Steel: Which stock should you buy?Four Vedanta Group companies debuted on the market, with aluminium, iron & steel, and oil & gas shares tumbling while power stocks rose. An...
- The 30% smallcap tilt: How Abakkus Flexi Cap Fund is positioning for the next rallyAbakkus Mutual Fund is strategically allocating 30% to smallcaps within its Flexi Cap Fund, identifying mispriced opportunities despite str...
- India's telecom ARPU to grow 7% CAGR through FY29; narrowing tariff gap with global markets: ReportIndia's telecom sector is set for a multi-year growth phase. Average Revenue Per User (ARPU) is projected to grow at 7% annually from FY26 ...
- Stock pickers’ market ahead as RBI flags risks; largecaps, banks and capex plays offer value: George Heber JosephGeorge Heber Joseph of ASK Investment Managers believes Indian markets have entered a stock pickers’ phase as RBI flags inflation and growt...
- Tata Motors CV bets on exports, clean mobility for FY27 growthThe company said industry growth is expected to continue in FY27, albeit at a slower pace than the previous year, amid commodity cost press...
- Hindustan Zinc plans Rs 50k-crore capex pipeline for next 5 yearsHindustan Zinc will invest ₹40,000-50,000 crore in the next five years. This will double refined metal capacity and ore production. Metal r...
- The rupee warning: Six actions for business leadersThe Indian rupee is dipping to historic lows, approaching the 100-dollar threshold. Driven by market sentiment and a perilous cycle of fore...
Load More
