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 ...
10 Jun, 2026, 10.01 AM IST
Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...
09 Jun, 2026, 07.40 PM IST
Sterlite Tech shares slide 5% after rallying 56% in one month. Here's whySterlite Technologies shares hit the lower circuit on Monday as a sharp global selloff in AI and technology stocks dented investor sentimen...
08 Jun, 2026, 11.34 AM IST
Tech stocks dive as Fed bets rattle AI rallyAsian markets are experiencing a significant downturn. High-flying semiconductor stocks are bearing the brunt of the selloff. This follows ...
08 Jun, 2026, 09.51 AM IST
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.
05 Jun, 2026, 07.33 PM IST
Hidden AI Winners: Little-known D-Street stocks soar up to 530%Indian industrial companies are experiencing significant growth by supplying components for data centers. These firms are crucial for build...
05 Jun, 2026, 09.56 AM IST
Broadcom's second-quarter revenue misses estimates as competition bitesSecond-quarter revenue came in at $22.19 billion, missing estimates of $22.27 billion, as Broadcom races with Nvidia whose dominant graphic...
04 Jun, 2026, 08.29 AM IST
AI, data centre boom powers these 9 stocks up to 477% in 2026. Can you still join the party?India's data centre industry is experiencing a multi-year growth phase, fueled by digitalization, cloud adoption, and AI demand. This surge...
03 Jun, 2026, 08.58 AM IST
Nomura names GE Vernova, CG Power, 4 others among top plays on India’s decadal data centre opportunityIndia's data centre industry is entering a rapid growth phase, driven by digitalisation, cloud adoption and AI demand, according to Nomura....
02 Jun, 2026, 11.56 AM IST
Anthropic approaches $1T valuation; Google ads face heatAnthropic neared a trillion-dollar valuation following fresh funding. This and more in today's ETtech Top 5.
29 May, 2026, 07.55 PM IST
Dell stock skyrockets on AI demand: Can Dell become the next AI infrastructure giant as Wall Street rushes into Dell shares?Dell Technologies shares jumped nearly 40% after AI server demand exploded, shocking Wall Street. The Dell stock rally came as AI server bo...
29 May, 2026, 05.55 PM IST
HFCL vs Sterlite Tech: Both stocks turn multibaggers, rocket up to 375% YTD. Should you invest amid AI boom?Optical fibre makers HFCL and Sterlite Technologies are experiencing a boom, with shares surging due to massive demand for AI-driven data c...
29 May, 2026, 01.32 PM IST
Sterlite Technologies shares rise 5% after subsidiary bags $1.1 billion hyperscaler AI contractSterlite Technologies shares rose nearly 5% after its subsidiary secured a multi-year optical connectivity supply agreement worth an estima...
25 May, 2026, 10.39 AM IST
GE Vernova T&D emerges as top BSE Power multibagger with 164% returns; should investors buy now?GE Vernova T&D India has emerged as the top multibagger in the BSE Power index, with its shares surging 164% over the past year amid strong...
21 May, 2026, 10.39 AM IST
Heat from data centres can raise temperatures in downwind localities by 2.2 degrees Celsius: StudyA recent investigation conducted in Phoenix uncovers that data centers are contributing to increased local temperatures. The excess heat em...
19 May, 2026, 02.51 PM IST
Cisco to cut about 4,000 jobs in AI-focused restructuring as orders surgeCisco announced nearly 4,000 job cuts as part of a strategic restructuring to boost investment in AI and growth areas. The networking giant...
14 May, 2026, 12.06 PM IST
Ford shares soar after Morgan Stanley’s bullish call on energyFord shares jumped as much as 15% after Morgan Stanley highlighted strong potential in its energy storage business. The broker sees possibl...
14 May, 2026, 12.42 AM IST