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ET WLF: India's growth story holds firm as AI boom redirects global capitalGlobal capital is temporarily drawn to massive US AI investments. India's long-term growth prospects remain strong despite this shift. Demo...- ETMarkets Smart Talk | India’s indirect AI play could create wealth in power, data centres and capital goods: Hiren VedIndia's AI boom offers indirect opportunities in infrastructure and power sectors. Foreign institutional investors are shifting allocations...
- Wall Street Week Ahead: Alphabet, Intel results in focus for AI trade as US earnings rev upCorporate earnings season is gaining momentum with key tech updates expected soon. Investors anticipate strong profit growth, which has sup...
- Zepto may downsize IPO; Tata's legacy chip betZepto is considering slashing the size of its public issue amid pushback from domestic investors. This and more in today’s ETtech Top 5.
- America’s battlefield dominance is under serious threatThe article argues that warfare is undergoing a rapid transformation driven by drones, artificial intelligence and cheaper technologies tha...
- Jane Street, TSMC-linked AI startup Etched raises $800 millionAI chip challenger Etched has secured a massive $800 million in funding, with backing from industry heavyweights like Jane Street and a fir...
- The hidden reason global capital is looking beyond India for future growthForeign investors are reallocating capital away from India towards markets like Taiwan and South Korea that offer stronger exposure to AI a...
- ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...
- Oil, AI and chips: The new resource race redrawing markets and nationsThe leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...
- 3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...
- Architect Labs raises $24 million to take on Broadcom, Marvell custom chip businessThe company plans to target chip companies to help accelerate the design process but also software companies that could use custom chips t...
- ETMarkets Smart Talk | AI is real, but AI valuations are not; we are in the FOMO stage of the bubble: Carnelian’s Manoj BahetyAI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of mis...
- Architect Labs raises $24 million to take on Broadcom, Marvell custom chip businessArchitect Labs has secured $24 million in seed funding. The company will leverage artificial intelligence to accelerate and simplify the de...
- The conviction in India continues to be very high: Citi's Achintya ManglaIndia is a significant market for Citi, with growth expected in AI, energy, and data-center infrastructure. Foreign investors are currently...
- Worried about an AI stock bubble? That might be good news for Nifty bullsGlobal investors are eyeing India as the AI stock frenzy shows signs of a bubble, potentially shifting capital from tech giants to Indian e...
- Google to pay millions to South African news outlets: watchdogGoogle will pay more than $40 million to support South African news media, many of them floundering in a digital age, the country's competi...
- Google buys stake in Taiwan solar power firm owned by BlackRockInvesting in New Green Power in Taiwan, I drive sustainable energy solutions for manufacturers, reducing Scope 3 emissions. This aligns wit...
- AI startup Speak raises $16 million in funding led by Lachy GroomThe funding round, in which existing investor OpenAI Startup Fund and new investors like Dropbox founders Drew Houston and Arash Ferdowsi a...
- Google to launch fund to support Taiwan's media outletsGoogle said Taiwan's media industry has been facing major competitive challenges in adapting to the digital age, pointing out that advertis...
- Google restored in China after porn row: OfficialGoogle is again fully up and running in China after a row in which authorities accused the US Internet giant of illegally spreading pornogr...
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