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CAPEX SPENDING GROWTH
ET Prime Special Series: Multibagger or Bankrupt - Part 65: This auto ancillary is making new moves. Separate signal from noise- AI driving credit risk, may threaten jobs and tax revenues in developed economies: Fitch
- S&P 500, Dow Jones and Nasdaq close the first half of 2026 higher as chip stocks lead Wall Street: Here's why the US stock market ended June strong
- 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...30 Jun, 2026, 06.53 PM IST
- The AI boom won't burst all at once. It will pop in 'rolling bubbles': MacquarieMacquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...29 Jun, 2026, 04.18 PM IST
- 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...29 Jun, 2026, 01.14 PM IST
- 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...28 Jun, 2026, 10.33 AM IST
- Amber Group eyes $2 billion revenue milestone soon; invests Rs 6,750 crore in UP projectsAmber Group is poised to reach USD 2 billion in revenue soon, fueled by robust growth in its consumer durables, electronics, and railway/de...27 Jun, 2026, 06.16 PM IST
- 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...27 Jun, 2026, 04.58 PM IST
- Amazon CEO meets Modi; Delhivery investors cash outAmazon CEO Andy Jassy met Prime Minister Narendra Modi as the company outlined its long-term plans for India. This and more in today’s ETte...25 Jun, 2026, 08.21 PM IST
- 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...24 Jun, 2026, 11.59 AM IST
- Jefferies initiates coverage on GE Vernova, bullish on 2 other power transmission stocksJefferies has initiated coverage on GE Vernova T&D India with a Hold rating and a target price of ₹6,000, citing limited upside despite str...23 Jun, 2026, 11.26 AM IST
- Investors expecting 15-20% returns may be disappointed: Rajeev ThakkarInvestors should brace for lower nominal equity returns, as corporate profit growth moderates, according to PPFAS Mutual Fund's Rajeev Thak...23 Jun, 2026, 11.13 AM IST
- Banking, capital goods and midcaps seen driving market's next rally: Ashish ChaturmohtaIndian equities are poised for fresh highs, driven by strong earnings and sector-specific momentum, particularly in financials and manufact...22 Jun, 2026, 11.48 AM IST
- ET Prime Special Series: Multibagger or IBC - Part 63: This engine parts maker is now chasing aerospace, defenceSome auto ancillary stories are best understood by products. This one is best understood by buckets. The first bucket is still old auto, an...18 Jun, 2026, 11.54 AM IST
- Telecom tower companies eye 5–6% tenancy growth on network pushTelecom tower companies anticipate strong tenancy growth of five to six percent in the coming two fiscal years. This surge is fueled by tel...17 Jun, 2026, 07.14 PM IST
- Strong earnings, easing headwinds to boost market outlook: Devang MehtaIndian stock markets are poised for growth. Strong company profits and stable economic factors are supporting this positive outlook. Invest...17 Jun, 2026, 10.41 AM IST
- How India can win in a rewired global economyIndia is poised to gain from global supply chain shifts. Strategic neutrality and domestic focus are key. The nation must build robust buff...16 Jun, 2026, 11.23 PM IST
- 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...15 Jun, 2026, 11.41 AM IST
- 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...11 Jun, 2026, 02.15 PM IST
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