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INVESTMENT BUBBLE
Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrends- Russian proverb of the day: 'An enemy will agree, but a friend will argue' - A timeless lesson on people who care enough to disagree
- Why IPO valuations, SpaceX’s included, may not conclusively capture the current state of AI play
- 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
- Explained: How AI mania has thrown India Inc out of MSCI EM's top 10 and world's top 100 listIndian companies are no longer in the top 10 of the MSCI Emerging Markets Index. A surge in AI stocks has shifted global capital. Taiwan an...09 Jun, 2026, 12.18 PM IST
- Ghayal hoon isiliye ghatak hoon! Why a global tech crash could be the right medicine for wounded Nifty bullsGlobal capital flows are shifting away from semiconductor-heavy markets like South Korea and Taiwan. This tech-led meltdown presents an opp...09 Jun, 2026, 08.48 AM IST
- Ray Dalio sees AI bubble bursting as wealth is converted into moneyBillionaire investor Ray Dalio said the artificial intelligence market is displaying characteristics of a bubble, despite its transformativ...08 Jun, 2026, 07.22 PM IST
- Quote of the day by Warren Buffett: "As bandwagon investors join any party, they create their own truth, for a while"Warren Buffett’s quote highlights how herd behaviour can create temporary market realities detached from fundamentals. As investors chase t...08 Jun, 2026, 06.00 PM IST
- China can build humanoids at scale. The hard part is finding enough buyersChinese companies are pushing ahead with humanoid robot production. These robots can perform tasks like directing traffic and making coffee...07 Jun, 2026, 06.35 AM IST
- India's rise is coming at an important time... because the world needs India, says Jane Fraser, Board Chair and CEO, CitiGlobalisation is changing. It now balances efficiency with resilience and security. This shift benefits India, a nation with strong tech ta...05 Jun, 2026, 12.51 AM IST
- ET Alpha Wealth Summit: S Naren shares blueprint for investing in a boring marketICICI Prudential AMC CIO S. Naren described the current market as a “boring phase,” marked by a tug-of-war between FIIs and domestic mutual...04 Jun, 2026, 11.49 AM IST
- AI companies are barreling toward huge Wall Street debuts. A look at the biggest playersFrom Anthropic to SpaceX to OpenAI, tech giants are looking to take their shares public to access more capital in the race to shape the tec...04 Jun, 2026, 10.10 AM IST
- US Stock Market: AI-fuelled tech rally raises concerns over growing market concentrationU.S. technology stocks have surged to unprecedented market influence, driven by AI enthusiasm and now comprising over 39% of the S&P 500's ...04 Jun, 2026, 09.23 AM IST
- 'India is on the wrong side of the AI trade': Emkay's Nirav Sheth sounds the alarmIndia is on the wrong side of the AI trade, warns Nirav Sheth. Foreign investors are chasing AI growth abroad, impacting Indian markets. In...03 Jun, 2026, 05.19 PM IST
- AI bubble or boom? Warren Buffett's Berkshire Hathaway invests another $10 billion in Google's parent, AlphabetBerkshire Hathaway has agreed to invest $10 billion in Alphabet through a private placement as part of the Google parent’s $80 billion fund...02 Jun, 2026, 01.24 PM IST
- India in “peak pessimism” phase, but cyclical recovery may lift earnings: Arbind MaheswariIndian markets are navigating slow earnings growth and valuation worries. However, experts see early signs of a cyclical recovery. Despite ...02 Jun, 2026, 09.00 AM IST
- Reforms, AI capex peaking could revive interest in India: Candace Browning, BofA Global ResearchBofA Global Research head Candace Browning anticipates India will benefit from a West Asia crisis resolution and the peak of global AI cape...02 Jun, 2026, 05.41 AM IST
- Double, Trouble, Toil and the AI Bubble: Why the boom may not be what it seemsAs India navigates its AI and innovation trajectory, skepticism looms large. While AI technologies have fueled market growth worldwide, the...01 Jun, 2026, 11.41 PM IST
- Quote of the day by Robert Shiller: "After a stock market decline, people may perceive more risk than before when, in fact, the decline may have taken some of the risk out of the market."Nobel laureate Robert Shiller observed that market declines can alter investor psychology, making them perceive more risk when actual risk ...27 May, 2026, 06.00 PM IST
- Warren Buffett sits on $400 bn cash as Michael Burry warns of AI bubble. Is a massive market crash coming?Berkshire Hathaway holds nearly $400 billion in cash. Michael Burry warns of an AI bubble, citing similarities to the Dotcom crash. The AI ...24 May, 2026, 03.31 PM IST
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