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Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
Dixon Tech shares rise as subsidiary enters JV to manufacture optical telecom productsDixon Technologies' shares rose after its subsidiary, Dixon Electroconnect, partnered with Gemtek Technology to form a joint venture. This ...
Pharma in her DNA, Wockhardt scion ready for deep dive in the USZahabiya Khorakiwala is leading Wockhardt's US business and the launch of its new antibiotic, Zaynich. This drug targets resistant bacteria...
Vehicle retail sales jump 10% in May to 2.53 million units on rural demandVehicle sales saw a 10% jump in May, fueled by robust rural demand for cars and trucks. Passenger vehicle registrations surged in rural are...
West Bengal's electronics factory push; Fed jitters hit TCSWest Bengal is exploring ways to expand electronics manufacturing under EMC 2.0. This and more in today's ETtech Top 5.
SpaceX IPO: Elon Musk's AI ambitions fueling space data centers & trillionaire dreamsSpaceX's upcoming IPO, fueled by immense investor demand, could propel Elon Musk to trillionaire status. Beyond its space ambitions, the co...
ED's Parimatch heat reaches Zepto; SPC's India deeptech pushZepto has come under the ED's scanner as part of its probe into Parimatch. This and more in today's ETtech Top 5.
Adani Power shares gain 3%, snap two-day losing streak. Why are Jefferies, Bernstein bullish on the stock?Adani Power shares are climbing on strong prospects for India's power demand and the booming data centre sector. Analysts see the Adani Gro...
Intel CEO unveils AI innovations and partnerships at mega tech event in TaiwanIntel unveiled new AI-focused technologies, strategic collaborations, and next-generation processors at Computex 2026. The company announce...
The great $100-billion tech shift: GCCs tighten grip on India’s talent marketIndia's Global Capability Centres (GCCs) jobs: India's Global Capability Centres (GCCs) are rapidly outpacing traditional IT services, driv...
Europe's tech 'liberation day'? Computer says not yetThe EU plan aims to boost European tech firms and limit some access for dominant U.S. rivals. It marks a key but initial step, with the blo...
Vanguard slashes Ola value; War chokes PCB supplyAmerican investor Vanguard has sharply cut the fair value of Ola's parent company. This and more in today's ETtech Top 5.
Ola’s valuation crashes 99%; Snapchat India ad pushHappy Thursday! American investor Vanguard has slashed the fair value of Ola's parent company. This and more in today’s ETtech Morning Disp...
Companies face hardware talent crunch amid AI boomIndia faces a significant shortage of AI hardware engineers, including HVAC, robotics, and industrial automation specialists, as AI adoptio...
AI talent demand offset flat white-collar hiring in MayIndia's job market showed stability in May. Insurance sector hiring grew significantly. Demand for AI talent remained strong, especially fo...
Hindustan Unilever launches fragrance R&D centre under €100 million investment programmeHindustan Unilever Limited has opened a new Unilever Fragrance Hub in Mumbai. This facility will use science and AI to create new fragrance...
India’s data centre capacity to cross 3 GW by 2028 on AI, hyperscaler demand: CBREIndia's data centre capacity is set to surpass 3 gigawatts by 2028. This growth is driven by strong demand from hyperscalers and the increa...
Energy use forcing rethink of AI chip design, TSMC saysAI's massive electricity needs are now driving chip development. Energy efficiency is becoming more critical than raw computing power. TSMC...
India's GCC model shifts from cost to capability as AI, talent strains biteIndia's dominance in global capability centres is evolving. These hubs are now integrated, managing complex functions beyond support. Risin...
AI ignites India infra supercycleOperators and investors ramping up capacity with billions in investments as India’s data centre capacity may touch 4 GW by 2030, writes Tan...