DBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...

Voltas, India's leading air-conditioner maker, is set to expand its global footprint by exporting to Europe and the Middle East, leveraging...

South Korean tech giants Samsung and SK Hynix are investing billions in AI chip production, a move lauded by President Lee Jae Myung. While...

Macquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...

India's banking sector is poised for a rally, fueled by robust credit growth, easing deposit pressures, and stable asset quality, according...

Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...

Amber Group is poised to reach USD 2 billion in revenue soon, fueled by robust growth in its consumer durables, electronics, and railway/de...

Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...

Indian contract manufacturers are poised for significant growth as global pharmaceutical giants diversify away from China. Companies like S...

Vodafone Idea shares have seen a dramatic surge, climbing nearly 80% in under three months. This rally, fueled by reduced dues and promoter...

Textile exporter stocks witnessed a significant rally on Wednesday, boosted by positive initiation of coverage from Motilal Oswal Financial...

J.P. Morgan has elevated its forecast for the S&P 500 in 2026 to 7,800, driven by strong earnings from AI investments and a consistent econ...

ITC Chairman Sanjiv Puri revealed plans for a Rs 20,000 crore investment over the medium term, including hotel expansion. He highlighted st...

South Korean regulatory actions are prompting a reassessment of AI semiconductor valuations, though experts see this as a healthy correctio...

Indian Railways has impressively achieved nearly a third of its annual capital expenditure target in the first quarter, with over Rs 84,000...

Rising electricity demand and a strong investment cycle lift outlook for power companies.

Valuation expert Aswath Damodaran warns the AI boom's massive capital expenditure, largely debt-funded, could lead to a more painful downtu...