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INFRASTRUCTURE SPENDING EMERGING MARKETS
No longer magnificent? How Apple, Microsoft and other Mag 7 stocks are crumbling under AI pressureThe Magnificent Seven are underperforming as investors question whether massive AI spending will generate adequate returns. With $2.3 trill...- AI chip demand stays strong, but component shortages emerge as next challenge: NomuraThe artificial intelligence (AI) boom is entering a new phase where the biggest challenge is no longer demand for AI chips but shortages of...
- How Jewar Airport could trigger a Gurugram-like boom in FaridabadFaridabad, once a quiet NCR real estate market, is poised for rapid transformation driven by the upcoming Noida International Airport. Impr...
- India emerges as AI opportunity hub, but UN panel warns of gaps in infrastructure, talent and safeguardsA UN-backed panel's initial report highlights India's AI healthcare successes but warns of a growing 'AI divide'. While India possesses tal...
- Meta stock: Why are Facebook, Instagram, WhatsApp shares are rising today at U. S Stock Market?Meta has poured hundreds of billions of dollars into data centers and AI chips.
- AI sovereignty hinges on domestic compute, governance capacity: UN AI panelThe report, published by the Independent International Scientific Panel on AI, which was established by the UN General Assembly last year a...
- Anupam Misra takes charge as CMD of Hindustan CopperHindustan Copper Ltd has appointed Anupam Misra as its new Chairman & Managing Director, taking over from Sanjiv Kumar Singh. Misra, an IIT...
- Telangana plans drug discovery push to move Hyderabad up pharma value chainTelangana is charting a new course to elevate Hyderabad into a global drug discovery hub. The state is fostering an integrated ecosystem by...
- Global Market: Samsung, SK Hynix double down on AI chip boom with massive investment push despite oversupply risksSouth Korean chip giants Samsung and SK Hynix are investing trillions to boost memory chip production, fueled by soaring AI demand. This am...
- Global Market: BlackRock turns cautious on emerging market stocks, upgrades euro zone bondsThe BlackRock Investment Institute has turned more cautious on emerging market equities and hard-currency debt, while upgrading euro zone g...
- AI driving credit risk, may threaten jobs and tax revenues in developed economies: FitchFitch Ratings highlights AI and massive digital infrastructure spending as significant global credit risks. While AI promises efficiency, i...
- NRI Talk| Equities at 45%, gold at 10-12%: Shiv Gupta of Sanctum Wealth's ideal India portfolio for NRIsDespite recent flat equity returns and rupee depreciation, India's long-term growth story remains robust, according to Sanctum Wealth's Shi...
- India remains fastest-growing major economy; reforms key to sustaining momentum: HUL ChairmanIndia's economy is leading global growth, driven by a young population, robust digital infrastructure, and supportive policies. HUL Chairma...
- A pail of water may unleash India's ₹20 lakh crore opportunityIndia faces a significant water crisis, with demand projected to double supply by 2030, creating a massive ₹20 lakh crore investment opport...
- Water crisis ahead? PL Capital says water deficit creates Rs 20 lakh cr infra opportunity, picks 3 stocksIndia's widening water deficit could create an infrastructure investment opportunity worth over Rs 20 lakh crore over the next decade, acco...
- US Stock Market: Economic resilience collides with expensive valuations on Wall StreetThe US economy shows surprising strength with robust job growth and consumer spending, yet Wall Street is faltering. Investors are wary of ...
- Why risk strategy will define India Inc’s next decadeBy converting global risk signals into actionable growth edges, Indian businesses can not only safeguard their operations but also position...
- Forget power: The unquenchable AI thirst propelling water stocks up to 45%India's water sector is experiencing a surge, with stocks like Shakti Pumps and VA Tech Wabag jumping up to 45% in a month. This rally is f...
- US Stock Market: AI spending fears hammer US tech giants, Alphabet leads selloffWall Street’s AI-driven technology rally faced pressure as investors questioned whether rising infrastructure spending can generate suffici...
- 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...
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