AI chip rally faces reality check, but bubble fears may be overdone: Adrian MowatSouth Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attri...
29 Jun, 2026, 10.58 AM IST
Lights, camera, AI: For entertainment companies, a prompt may come with copyright headacheIndian entertainment firms are heavily investing in AI for content creation, but a lack of clear copyright laws is creating significant own...
29 Jun, 2026, 12.30 AM IST
Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...
28 Jun, 2026, 10.33 AM IST
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...
27 Jun, 2026, 12.21 PM IST
Trump administration asks OpenAI to limit release of GPT-5.6: ReportPer the report, the White House's Office of the National Cyber Director and the Office of Science and Technology Policy requested that the ...
26 Jun, 2026, 03.50 PM IST
Amazon open to acquisitions in India, says CEO Andy JassyAsked whether Amazon would consider acquisitions in the quick commerce space and whether it might invest in homegrown AI companies such as ...
26 Jun, 2026, 02.03 PM IST
India-US hold roundtable to deepen AI, chips, critical minerals cooperationIndia and the United States held a closed-door roundtable bringing together senior government officials and industry leaders to strengthen ...
26 Jun, 2026, 08.51 AM IST
Living on borrowed AI won’t end well for India, warn expertsIndia's reliance on foreign-controlled advanced AI models, like Anthropic's, is under scrutiny after a US government directive suspended ac...
26 Jun, 2026, 06.00 AM IST
The AI boom is wobbling, but the bubble hasn't burstGlobal stock markets are experiencing a cautious rebound following a tech sell-off, fueled by AI spending and hawkish US interest rate sign...
25 Jun, 2026, 07.07 PM IST
Amazon's record USD 48 billion investment shows growing interest across the world to invest in India, says PM ModiAmazon is set to invest a record $48 billion in India between 2026 and 2030, with over $21 billion earmarked for AI and cloud infrastructur...
25 Jun, 2026, 03.41 PM IST
Amazon to invest additional $13 billion in India AI, cloud infrastructure by 2030Amazon is injecting an additional $13 billion into India's AI and cloud infrastructure by 2030, bringing its total planned investment to ov...
25 Jun, 2026, 02.57 PM IST
Amazon CEO Andy Jassy meets PM Modi; announces plans to invest $48 billion in India by 2030Amazon CEO Andy Jassy met PM Narendra Modi, announcing a significant $13 billion investment to bolster AI and cloud infrastructure in India...
25 Jun, 2026, 02.02 PM IST
IndiaAI backing could make government a minority shareholder in SarvamThe central government could end up with a 1-2% stake in AI startup Sarvam, valued at $1.5 billion, as part of its $300 million funding rou...
25 Jun, 2026, 10.13 AM IST
India's AI boom cannot ignore its water crunchIndia's AI growth risks exacerbating severe water stress as data centers, crucial for AI infrastructure, consume vast amounts of water. Cit...
24 Jun, 2026, 11.32 PM IST
Indian investors lead the world in AI adoption for finance, but still trust humans with the final callIndian wealthy investors are leading the world in using AI for financial research and analysis, with 86% leveraging the technology. While A...
24 Jun, 2026, 01.20 PM IST
AI risks spark 30% surge in India cybersecurity spends as enterprises ramp up defencesCorporate India is witnessing a significant surge in cybersecurity spending, up 30% year-on-year, as businesses race to safeguard data and ...
24 Jun, 2026, 06.00 AM IST
Cred’s Kunal Shah is WhatsApp’s new CEOCred founder Kunal Shah will join WhatsApp as its global head after Meta announced a nearly $900 million investment in the fintech firm. Th...
22 Jun, 2026, 08.03 PM IST