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GLOBAL CONSENSUS ON AI
Stocks, gold or debt? Rs 2.7 lakh crore fund manager who predicted bullion boom on where to invest nowManish Banthia, CIO-Fixed Income at ICICI Prudential AMC, who correctly predicted the gold rally in 2023, now sees little value in adding f...- 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...
- Europe is finally, slowly getting its act togetherEurope stands on the brink of a pivotal transformation, launching a set of ambitious reforms aimed at revitalizing its economy and global f...
- 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...
- 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...
- China escaped middle income trap but India still stuck in it; 4 economists debate if 6.5% growth is enough for Viksit BharatIndia's economic growth rate is robust, but experts caution it may not be sufficient for significant wealth creation. A key concern is the ...
- 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...
- Full impact of inflation not yet in earnings; may reflect next quarter, warns Unmesh SharmaHDFC Securities' Unmesh Sharma anticipates the full impact of inflation on corporate earnings will surface in the June quarter, potentially...
- Exclusive | Is the India story over for FIIs? BofA says investors don't want to miss what's nextIndia's global equity market capitalization ranking has dropped to seventh as foreign investors shift focus to AI opportunities in Taiwan a...
- Is SaaSpocalypse real? CLSA says maybe not and here’s whyInitial fears of an "SaaSpocalypse" following Anthropic's AI plug-in release have subsided. Brokerages now suggest AI is driving a shift to...
- India Inc sails past fourth-quarter estimates, but oil shock clouds outlookIndian companies achieved better-than-expected profits in the March quarter. Domestic activity was strong, supported by tax cuts and easy m...
- Nifty at 25,900 by March 2027? Nomura cites key catalysts to watch out forIndian stocks have seen a sharp fall. Nomura predicts the Nifty will climb almost 11% to reach 25,900 by March 2027. This optimism stems fr...
- Who truly leads the AI industry now? Anthropic’s $965 billion valuation and Claude Opus 4.8 launch reignite the battle for AI supremacy beyond OpenAI’s early leadWho truly leads the AI industry now? As Anthropic reaches a $965 billion valuation and launches Claude Opus 4.8, the AI race enters a new p...
- From Search Engines to Autonomous Agents: AI industry enters its next phaseThe AI industry is rapidly shifting from conversational chatbots to autonomous “Agentic AI” systems capable of independently executing comp...
- Global Market Today: Asian stocks pare gains, oil climbs on Iran attack reportAsian stocks saw gains moderate as US strikes in Iran overshadowed optimism for a potential deal. Crude oil advanced, reversing earlier dec...
- With AI manifesto, Leo joins pantheon of popes who urged world to changePope Leo XIV has released a new document, "Magnifica Humanitas," calling for global leaders to regulate artificial intelligence. This marks...
- US expresses regret on failure to get consensus in Nuclear Non-Proliferation TreatyThe US expressed deep regret that states party to the Nuclear Non-Proliferation Treaty (NPT) failed to reach a consensus on a final documen...
- Bernstein initiates coverage on 6 pharma stocks, cites 3 major tailwinds for healthcare sectorBernstein has initiated coverage on six Indian pharma stocks, with Zydus Lifesciences as its top choice. The brokerage sees strong future g...
- Samsung union to start vote on tentative wage dealSamsung labour union members will vote on a tentative wage deal this week. This agreement averted a major strike at the South Korean chip g...
- India’s Factories Are Digitizing - Intelligence is the Next FrontierIndia’s manufacturing sector is at a critical turning point where the challenge is no longer generating data, but transforming that data in...
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