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CLOUD CYCLE
IT growth vectors "clearly missing"; EV capex pullback hits ER&D players: Mayuresh JoshiIndia's IT and ER&D sectors are navigating a structural slowdown, with EV capex cuts impacting companies like KPIT. Near-term macro risks, ...01 Jul, 2026, 01.32 PM IST- 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
- 10 reasons why Nomura stays bullish on Bharti Airtel, sees 28% upsideNomura has named Bharti Airtel its top telecom pick, raising its target price to Rs 2,355 and calling it an 'ARPU compounder'. The brokerag...30 Jun, 2026, 10.36 AM IST
- India's next stock market headache isn't oil but a bigger storm brewing in the skiesIndia's stock market faces a new challenge as a severe "Super El Niño" threatens the monsoon, impacting 56% of GDP tied to consumption. Thi...30 Jun, 2026, 09.03 AM IST
- CSM Technologies IPO fully subscribed on final day; GMP hints at 4% listing gain. Should you subscribe?CSM Technologies' IPO successfully crossed the finish line, fully subscribed on its final day, driven by strong retail investor interest. T...29 Jun, 2026, 02.13 PM IST
- Enterprise SaaS becomes 'condition for survival' in Indian BFSI as demand outpaces frictionFinancial services in India are embracing Enterprise SaaS as a survival necessity, driven by regulatory demands and customer expectations. ...28 Jun, 2026, 10.52 AM IST
- Strawberry Moon 2026 Is Almost Here: Date, India Time, Spiritual Meaning & Zodiac PredictionsThe Strawberry Moon 2026 arrives on Monday, June 29, reaching its peak at 5:27 AM IST on June 30. This Full Moon June 2026 is turning heads...27 Jun, 2026, 08.23 PM IST
- A historic heat wave catches Europe's fashion industry unpreparedParis Fashion Week attendees battled sweltering heat, with ice packs becoming the hottest accessory. Historic venues, lacking adequate air ...26 Jun, 2026, 07.03 PM IST
- 12 scientists will drift across the Arctic, locked inside sea ice for 8 months to watch an ocean survive its darkest, coldest seasonA daring expedition is underway as 12 individuals will spend eight months adrift in the Arctic Ocean, encased in ice. This mission, Tara Po...26 Jun, 2026, 04.54 PM IST
- AI levels the playing field as IT giants target mid-market gameWith the disruption that artificial intelligence has brought, mid-market companies have now accelerated tech spending, creating scalable op...26 Jun, 2026, 06.00 AM IST
- Psychology explains why it's so hard to leave a toxic relationship; even when you know there's no futureLeaving a toxic relationship is incredibly difficult, even when the signs are clear. Emotional dependence, manipulation, and the lingering ...25 Jun, 2026, 12.04 PM IST
- CSM Technologies IPO Day 2 update: Subscribed 32%, GMP at 4%. Should you subscribe?CSM Technologies' IPO is seeing a subdued response on its second day, with only 32% subscription. Retail investors show more interest, subs...25 Jun, 2026, 11.08 AM IST
- Inspirational proverb on overcoming failures: 'Every day may not be good, but there is something good in every day’ - a lesson on finding hope in difficult timesLife's inevitable challenges shouldn't define our happiness. This piece highlights a profound truth: true contentment lies not in avoiding ...24 Jun, 2026, 03.16 PM IST
- A unique fund with a contra bet on Indian IT and global tech exposure: Radhika Gupta on Edelweiss Technology FundEdelweiss Mutual Fund has launched a unique technology fund, blending Indian IT stocks with global tech giants. This fund aims for long-ter...24 Jun, 2026, 01.09 PM IST
- 3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...23 Jun, 2026, 09.16 AM IST
- Young, loss-making startups keep OFS portion lean as investor scrutiny growsNew-age, loss-making startups are prioritising large fresh issue components in their IPOs to fund growth, a shift from the 2021-22 cycle. I...23 Jun, 2026, 06.00 AM IST
- ‘Markets will remain noisy. That’s how you make money’: Axis MF’s CEO & MD B. Gopkumar on SIPs, volatility and investingAxis Asset Management Company has navigated turbulent weather in the past few years, coming under regulatory scrutiny over a controversy in...22 Jun, 2026, 09.32 AM IST
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