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INDIA AI INFRASTRUCTURE STOCKS
Micron's AI moment: Can earnings sustain the historic rally?Micron has become a major beneficiary of the AI boom, driven by surging demand for high-bandwidth memory used in AI infrastructure. While i...
US Stock Market: Micron earnings to test strength of AI-fuelled Wall Street rallyThe U.S. stock market's AI-fueled rally faces a crucial test with Micron Technology's upcoming earnings report. Investors are keenly watchi...
53 crore users, satellites in space, sovereign AI: Kshitiz Mahajan on why Jio IPO could rewrite India's tech playbookJio Platforms is gearing up for a significant IPO, aiming to redefine itself beyond mobile services. The company's ambitious vision include...
AI boom heading for a dot-com-style bust? ‘Dean of Valuation’ Aswath Damodaran warns correction could be more painful than 2008Global finance expert Aswath Damodaran warns AI's massive infrastructure spending, funded by debt, poses a greater risk than the dot-com cr...
Why India’s digital ecosystem may define next phase of agentic AI and invisible computingIndia's unique relationship with technology, where smartphones serve as the sole device for millions, positions it as a crucial testing gro...
Reliance’s AI ambitions & other key takeaways from its 2026 AGMReliance Industries is aggressively pursuing AI leadership in India, aiming to build sovereign infrastructure and develop AI solutions for ...
Forget chatbots, Ambani's Reliance wants to own India's entire AI economyReliance Industries is charting a unique AI strategy, aiming to democratise artificial intelligence in India by focusing on affordability a...
Reliance Intelligence to make AI dramatically more affordable in India by 2030: Akash AmbaniReliance aims to revolutionize AI accessibility in India, mirroring its Jio data success. By decade's end, the company plans to make AI "dr...
L’Oréal adds Innovist to cart; HealthQuad's new fundHappy Friday! Personal care giant L’Oreal has acquired a majority stake in Innovist in India’s biggest D2C deal. This and more in today’s E...
The AI Age: The rise and rise of US tech stocksA sharp rise in AI infrastructure spending has catapulted many tech stocks in the US to huge returns over the past 12 months. Technology ac...
AI Investor Rush: Sandisk gains as investors chase AI winnersSandisk surged as investors embraced AI infrastructure growth, benefiting from rising demand for advanced storage solutions. Additional mom...
Beyond Vedanta: The other Anil Agarwal stock that just exploded 500% on AI boomSterlite Technologies, a Vedanta-backed optical fibre manufacturer, has witnessed an extraordinary 500% surge in its stock value in 2026, d...
Adani Enterprises shares in focus on partnership with Jabil to build AI data centres in IndiaAdani Enterprises will be in focus after announcing a strategic partnership with Jabil to develop an AI and data centre infrastructure manu...
Schneider shares hit upper circuit on parent co's AI dealSchneider Electric Infrastructure shares saw a significant jump. This followed an announcement by its French parent, Schneider Electric. Th...
Red Hat sees an opening as Indian enterprises turn to AI sovereigntyIndian businesses are increasingly opting for Red Hat's open-source solutions to gain control over their AI and cloud infrastructure, said ...
Fable 5 wake-up call; Indians chase SpaceX jackpotHappy Monday! The Fable 5 disruption has triggered fresh calls for India to build its own AI muscle. This and more in today’s ETtech Mornin...
CEA Anantha Nageswaran says AI stock valuations definitely in a bubbleIndia's Chief Economic Advisor V Anantha Nageswaran warns that artificial intelligence stock valuations are a bubble. He believes the narra...