Former US Fed chairman Alan Greenspan passes away at 100Alan Greenspan, former US Federal Reserve chief, has passed away at 100. He steered the American economy through significant events like th...
AI spending boom could trigger sharper downturn than dotcom crash: Professor Aswath DamodaranValuation expert Aswath Damodaran warns the AI boom's massive capital expenditure, largely debt-funded, could lead to a more painful downtu...
ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek AgrawalGeopolitical shifts and the drive for self-reliance are creating long-term investment opportunities in India's defence and electrification ...
Will SpaceX factor last after IPO? Mega listing plan sparks valuation debate amid AI boomSpaceX's huge IPO is set to launch, attracting record investor bids. This event will test the market's appetite for AI companies. Investors...
First goes the Fed dot, then guidance - and then a hike?The Federal Reserve's interest rate forecasts, known as the dot plot, might be removed. This change could signal a shift in policy under th...
A 180% crypto rally shows new investing era as Bitcoin meltsMoney is moving from Bitcoin and Ether funds to crypto assets with a direct link to economic activity. The HYPE token, tied to the Hyperliq...
SoftBank overtakes Toyota as Japan's most valuable company on AI boomSoftBank Group has become Japan's most valuable company, surpassing Toyota Motor. This shift highlights investor excitement for artificial ...
Double, Trouble, Toil and the AI Bubble: Why the boom may not be what it seemsAs India navigates its AI and innovation trajectory, skepticism looms large. While AI technologies have fueled market growth worldwide, the...
US-led AI investments risk capital destruction: Chris WoodJefferies' Chris Wood warns of significant capital destruction in the current AI investment cycle, drawing parallels to past boom-and-bust ...
Warren Buffett sits on $400 bn cash as Michael Burry warns of AI bubble. Is a massive market crash coming?Berkshire Hathaway holds nearly $400 billion in cash. Michael Burry warns of an AI bubble, citing similarities to the Dotcom crash. The AI ...
Oil near $100, gold plateaus, AI fuels a global capex boom: Hitesh Jain on what investors need to knowHitesh Jain of Yes Securities outlines a market of ambiguity for crude oil, caught between geopolitical tensions and potential easing. He c...
AI boom: Global stock market order shuffles as Taiwan, South Korea overtake Western giantsAsian markets are making waves. South Korea's Kospi and Taiwan's stock market have surged, driven by the AI boom. These markets are now out...
Mutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment?Mutual funds have significantly reduced their technology sector exposure to an eight-year low, driven by concerns over AI disruption, slowi...
Cisco shares hit record on strong forecast, AI push with job cutsThe jump, if sustained, would mark the best day for the stock since a robust earnings reports in May 2002 sparked a furious rally in the ...
Rajeev Thakkar and Sankaran Naren see value in IT despite AI disruption concernsVeteran fund managers Rajeev Thakkar and Sankaran Naren believe select Indian IT stocks are becoming attractive despite AI disruption conce...
AI boom keeping markets elevated despite geopolitical noise: Mark MatthewsFinancial markets are increasingly prioritizing artificial intelligence-driven growth and corporate earnings over geopolitical tensions, ac...
Rate cuts unlikely in near term as inflation stays sticky: Richard HarrisGlobal market expert Richard Harris anticipates minimal changes to U.S. monetary policy, emphasizing the Fed's independence. He notes that ...