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ECONOMIC SUPERCYCLE
Non-AI Nifty suddenly beating Nasdaq, South Korea & Taiwan bourses: Is the global tech trade finally reversing?India's Nifty is surprisingly outperforming global tech giants like Nasdaq, South Korea, and Taiwan, marking a potential reversal in the AI...- 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...
- The AI play no one is talking about: Why BofA is snapping up power & metals instead of ITBofA Securities India's Amish Shah advises shifting from IT to infrastructure, citing a 'dangerous gap' in consensus earnings forecasts. He...
- Dell stock skyrockets on AI demand: Can Dell become the next AI infrastructure giant as Wall Street rushes into Dell shares?Dell Technologies shares jumped nearly 40% after AI server demand exploded, shocking Wall Street. The Dell stock rally came as AI server bo...
- HFCL vs Sterlite Tech: Both stocks turn multibaggers, rocket up to 375% YTD. Should you invest amid AI boom?Optical fibre makers HFCL and Sterlite Technologies are experiencing a boom, with shares surging due to massive demand for AI-driven data c...
- Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts belie...
- FirstCry, Slice’s FY26 numbers; Nilekani’s Fundamentum eyes deeptech pushFirstCry parent cut its losses in the March quarter on tightened costs. This and more in today's ETtech Top 5.
- Adani Power vs. Green vs. Energy: Why mutual funds are betting billions on this electrification trioIndian mutual funds are significantly increasing their stakes in Adani Power, Adani Green Energy, and Adani Energy Solutions. This strategi...
- US Stock Market: AI-fueled memory supercycle boosts chip stocks while hardware companies struggleThe AI boom is causing a global memory chip shortage. This is creating winners among chip makers like Micron and Samsung, whose shares are ...
- With 50% rally in 2026, Adani Power now most valued power company in India: What's working in its favourA nearly 50% rally in 2026 has made Adani Power India’s most valuable listed power firm, surpassing NTPC. Strong earnings, rising demand, h...
- PSU mutual funds see Rs 4,498 crore outflow in March: ReportPSU mutual funds saw Rs 4,498 crore in outflows in March, a mild improvement from February, according to Vallum Capital. While PSU funds po...
- Semicon Mission 2.0 set to prioritise memory chipsIndia's semiconductor mission is shifting focus to advanced memory packaging. High Bandwidth Memory, crucial for AI data centers, will be p...
- ETMarkets Smart Talk | 10–15% allocation to gold and silver is enough for portfolios: Sandeep BaglaGold and silver have maintained their value in a volatile 2026, prompting investor interest. However, experts advise limiting precious meta...
- Top 10 cryptos to watch as the market hints at a supercycleThe cryptocurrency market is on the verge of a supercycle, with several digital currencies poised for significant growth. These cryptocurre...
- America to enter new economic super-cycle in 2025, investors may consider high risk small caps, says Bank of AmericaThe U.S. economy is undergoing a transformative shift, moving away from a prolonged period of expansion known as a supercycle into a new, m...
- 3 reasons why we may be at the cusp of the beginning of the commodity supercycleIt is generally accepted that commodity price supercycles are likely triggered by unexpected increases in demand. The immediate effect of a...
- The commodities supercycle is losing steam. What does it mean for Indian firms?The prolonged period of robust demand for metals might be coming to an end. Indian companies — already feeling the heat of inflationary and...
- Supercycle or China cycle? Funds wait for Dr Copper's callCopper is bubbling away just below February's decade high of $9,617 per tonne, London Metal Exchange (LME) three-month metal last trading a...
- India will grow faster than China in next 20 years: Standard CharteredIndia is likely to emerge as the world's third-largest economy by 2030 and grow faster than China over next two decades, says Standard Char...
- Overall picture is not very positive for metals: Satish Betadpur, Independent International Investment Research PLCSatish Betadpur, CFA, Global Research Director, Independent International Investment Research PLC, in a chat with ET Now talks about the me...
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