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GLOBAL CONSENSUS AI
Micron stock surges after Micron earnings report crushes estimates: How is AI demand driving Micron to new heights?Micron's earnings report highlights the rising influence of AI on the semiconductor sector. The company has exceeded projections while fore...25 Jun, 2026, 06.33 AM IST- Talent twist: Silicon Valley's India story takes an unexpected turnThe prospective appointment of Kunal Shah to a leadership position at WhatsApp exemplifies an emerging pattern: Indian founders are increas...24 Jun, 2026, 01.47 PM IST
- From Rs 4,900 crore to Rs 41,300 crore: How Sanjeev Bikhchandani turned 135 startups into a 743% return machineSanjeev Bikhchandani's Info Edge has achieved remarkable capital compounding, deploying Rs 4,900 crore across 135 startups since 2007, now ...23 Jun, 2026, 04.29 PM IST
- India's IT sector facing a growth crisis; Daljeet Kohli says he's already walked awayIndia's IT sector faces uncertainty as global slowdown and AI fears spook investors. Market expert Daljeet Kohli advises caution, citing a ...20 Jun, 2026, 11.04 AM IST
- AI fear over IT overdone, but near-term pain likely to persist: Seshadri SenIndian IT services face persistent pressure due to AI disruption fears, with market expert Seshadri Sen advising tactical caution despite a...19 Jun, 2026, 02.31 PM IST
- Explained: Why Accenture's warning sparked a Rs 1.35 lakh crore meltdown for TCS, Infosys, other IT stocksIndian IT majors faced a brutal sell-off, losing Rs 1.35 lakh crore after Accenture's revenue guidance cut. Structural fears around AI repl...19 Jun, 2026, 01.50 PM IST
- SpaceX gets investment-grade ratings with stable outlook from top agenciesThe consensus signals broad confidence in SpaceX's financial stability, as the company moves forward with a costly and ambitious AI push ...19 Jun, 2026, 09.23 AM IST
- Trump’s copper tariff decision hangs over global metal marketThe global copper market is on edge as President Trump weighs imposing tariffs on refined copper imports. A decision, expected soon, could ...19 Jun, 2026, 06.47 AM IST
- French president urges US to share cutting-edge AI and democracies to cooperate on regulationFrench President Macron urged wealthy democracies to unite on AI regulation, a sentiment echoed by OpenAI's CEO. Amidst US restrictions on ...18 Jun, 2026, 04.47 PM IST
- Avoid IT, focus on growth: Samir Arora's playbook for next 12 monthsInvestor optimism is rising on hopes of a US-Iran agreement, potentially easing energy market concerns and geopolitical uncertainty. Helios...17 Jun, 2026, 12.23 PM IST
- $320 billion danger: Jefferies warns 70 large EM funds are underweight IndiaDespite record FII outflows from Indian equities since September 2024, Jefferies said India remains a consensus underweight among emerging ...16 Jun, 2026, 10.40 AM IST
- EU tech chief says Europe 'not a security risk' after US AI orderEurope is not a security risk to the United States. This statement comes after a US order restricted access to powerful AI models. EU tech ...15 Jun, 2026, 07.05 PM IST
- Time to adopt a tactical perspective? 6 metal stocks, 4 with an upside potential of up to 14%In metal stocks, ‘buy, forget, and return after five years’ is not the best strategy to adopt. The sector is cyclical, global, China- and t...14 Jun, 2026, 03.46 PM IST
- Geopolitical crises, economic cooperation, artificial intelligence to be key focus areas of G7 meet in France: SourcesThe 52nd G7 Summit in Evian, France, will focus on geopolitical crises, economic cooperation, AI, and developmental partnerships. Discussio...12 Jun, 2026, 09.06 AM IST
- Who is Zach Yadegari? US teen founder sold a gaming app for $100K, built $40M Cal AI, now launches 'Flow'Zach Yadegari, a US teen founder, achieved two successful startup exits before age 20, selling a gaming site for $100,000 and an AI calorie...11 Jun, 2026, 08.45 AM IST
- Will AI-led tech unwinding pause Rs 60,000 crore FII selloff in Indian IT stocks?Global markets are experiencing a tech selloff driven by AI fears, impacting Indian IT stocks with FIIs pulling Rs 60,000 crore. However, s...10 Jun, 2026, 10.08 AM IST
- 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...08 Jun, 2026, 09.43 AM IST
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