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FINANCIAL SUSTAINABILITY IN AI
West Asia crisis, uncertain monsoon major risks for growth: RBI Governor Sanjay MalhotraReserve Bank Governor Sanjay Malhotra noted West Asia crisis and weak monsoon pose growth risks. India's economy grew over seven percent re...- After record $29 billion selloff, FIIs buying India again. Chris Wood explains whyAfter a record $29 billion foreign selloff, FIIs have turned net buyers of Indian equities in July. Jefferies' Christopher Wood says the ea...
- AI agent economics to shape next phase of enterprise GenAI adoption; 60% of agentic AI costs go to response refinement: McKinseyAs generative artificial intelligence (Gen AI) moves beyond experimentation into enterprise-scale deployment, business leaders are increasi...
- Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalersAI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slo...
- Among AI crowd, some investors position for slower hyperscaler spending growthFor most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assump...
- ETtech Explainer: Why AI startups like Emergent, Sarvam, UnifyApps are seeing bigger bets & soaring valuationsIndian artificial intelligence startups are experiencing significant funding and valuation surges. Emergent and Sarvam AI recently achieved...
- Groww shares rally 9% in two sessions after strong Q1 results. Should you buy, sell or hold the stock?Groww parent Billionbrains Garage Ventures shares rose after reporting a 94% YoY jump in Q1FY27 consolidated net profit to Rs 735 crore. Re...
- Tech Mahindra Q1 Preview: Will the IT company surprise investors with its earnings?Tech Mahindra is expected to post modest June-quarter revenue growth, led by continued strength in its telecom business, while margins are ...
- Karnataka to roll out comprehensive data centre policy to support infra requirements of AIKarnataka will soon unveil a comprehensive data centre policy to support AI infrastructure needs. This policy aims to create essential digi...
- Global Market: ASML raises 2026 outlook as AI boom drives strong earnings, plans capacity expansionASML raised its 2026 revenue guidance to €43-45 billion, up from €36-40 billion, after beating Q2 estimates on surging AI chipmaking demand...
- Global Market: European shares slip as AI chip rally fails to offset Middle East concernsEuropean shares dipped slightly as Middle East tensions grew. Technology stocks advanced, boosted by ASML's positive financial forecasts. L...
- Global Market: BoE governor calls for balanced banking rules, rejects deregulation pushBank of England Governor Andrew Bailey pushed back against broad calls for deregulation, arguing that effective financial rules are essenti...
- 7,700 jobs down: India’s top private banks’ workforce reduce as tech wonder gets busyIndia's largest private banks are reducing staff numbers. This shift reflects increased automation and artificial intelligence adoption. Te...
- Tax project delay hurt Q1 results, AI-led deflation behind us, says LTM’s LambuFinancial services and technology, which together account for 57% of revenue for India’s sixth largest IT service firm, each grew more than...
- TCS dividend alert! Last day to buy IT bellwether's shares for interim dividend worth Rs 12. Do you own?Only those shareholders who own TCS shares in their demat accounts as of Wednesday will be eligible to receive the bonus shares. Under the ...
- Global Market: AI stocks take a breather after blistering rally as investors reassess valuationsAI-linked stocks are showing signs of fatigue as investors lock in profits. Semiconductor and memory-chip makers have seen sharp retreats f...
- Global Market: SK Hynix warns of historic memory chip shortage by 2027 as AI demand soarsSK Hynix anticipates a severe global memory chip shortage extending beyond 2030. Accelerating artificial intelligence infrastructure demand...
- ETtech Explainer: How the Meta-Manus deal came apart, and Tencent moved inChinese regulators ordered Meta to reverse its $2 billion acquisition of the company. Tencent is working with Manus' early investors, inclu...
- Are data centres uncool? Questions over AI's ecological trade-off are growing louder but solutions may be emergingAI's environmental strain from data centers and resource exploitation is causing growing public concern. Communities face water shortages a...
- Bank of England sees growing risks to financial stability from AIThe Bank of England identifies artificial intelligence as a growing threat to financial stability. Investors are heavily betting on AI's su...
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