US stocks enter seasonally strong Q4 with bond yields, AI spending in focusUS stocks enter Q4 with strong seasonal support, but rising Treasury yields, elevated valuations and heavy AI spending create risks. The S&...
05 Oct, 2026, 10.18 AM IST
Frontier AI slowdown a distraction, compute is the real constraint: early Anthropic backer Menlo VenturesMenlo Ventures' Matt Murphy called the slowing down "a bit of a red herring", and said compute, not intelligence, is the real constraint, i...
05 Oct, 2026, 06.00 AM IST
What will bring foreign investors back to Indian stock market? 5 things that should go rightFPIs sold more than Rs 25,000 crore of Indian equities in September as surging US bond yields, elevated crude prices and a weaker rupee red...
04 Oct, 2026, 12.44 PM IST
Indian stocks face a cyclical correction, not a deeper earnings reset: Mahindra Manulife MF CIOMarkets are also digesting a range of near-term uncertainties, including energy price volatility, geopolitical tensions and the potential i...
03 Oct, 2026, 12.33 PM IST
More than half of mid-to-large cap companies fail to deliver returns in 2026More than half of India's mid-to-large tier companies with market capitalisation above ₹1,000 crore have faced losses in 2026. Eight compan...
03 Oct, 2026, 07.43 AM IST
Kotak warns small and midcap euphoria may turn sour as investors chase quick returnsIndia’s stock market shows a sharp divide, with investors favouring small and midcaps despite stretched valuations while overlooking relati...
01 Oct, 2026, 06.24 PM IST
Code red! NSE breadth breaks down as 350 out of 500 stocks crash up to 60% in two month selloffIn recent weeks, the NSE 500 index has faced significant setbacks, with declines in numerous stocks due to mounting economic pressures and ...
01 Oct, 2026, 04.30 PM IST
Nifty 500’s hidden bear market: Half the stocks are down over 30% from highsIn the latest market analysis, it has been observed that about 50% of Nifty 500 stocks have significantly declined from their peak levels. ...
01 Oct, 2026, 01.34 PM IST
Predicting FII flows akin to predicting mood swings: DSP MF CIO Anish TawakleyAt any point in time the market is influenced by multiple factors and it is impossible to attribute performance across those factors. I foc...
01 Oct, 2026, 08.23 AM IST
FII selling worsens; foreign investors pull out Rs 26,000 crore from Indian equities in three daysForeign institutional investors sold over Rs 26,000 crore of Indian shares in three sessions, intensifying September’s market correction. H...
30 Sep, 2026, 09.20 PM IST
ET Alpha Wealth Summit 2.0: Why next market cycle may need a new playbookMarket cycles can reshape sector leadership, earnings expectations and valuations. As investors navigate changing interest rates, geopoliti...
30 Sep, 2026, 05.40 PM IST
OpenAI targets $30 billion in new funding at $1.4 trillion valuationThe company is seeking a valuation of around $1.4 trillion, not including the money raised, said the people, potentially vaulting it back a...
30 Sep, 2026, 08.00 AM IST
Anthropic flags AI’s ‘existential risks to humanity’ as it seeks over $2 trillion valuationAnthropic is preparing for Nasdaq listing amid concerns about AI's impact on humanity. The company highlights potential risks including man...
29 Sep, 2026, 11.49 PM IST
IPO pipeline swells to nearly Rs 4 lakh crore: Liquidity squeeze for secondary markets or valuation reset? Analysts weigh inIndia's primary market is on the brink of a colossal IPO wave, with estimates nearing Rs 4 lakh crore. Analysts express concern that this i...
29 Sep, 2026, 10.14 AM IST
Market veterans favour value plays over crowded, expensive themesMarket experts project cautious optimism for Indian equities as valuations become less demanding and earnings growth aligns. Large-cap stoc...
29 Sep, 2026, 08.07 AM IST
Kopi Kenangan IPO: Serena Williams and Jay-Z-backed coffee chain explores $1 billion valuationKopi Kenangan is exploring the possibility of an initial public offering that could significantly increase its valuation. The company, whic...
29 Sep, 2026, 04.41 AM IST
ET EXPLAINER: How RBI’s new valuation rules change the way banks view REITs, InvITsThe Reserve Bank of India has amended the valuation framework for Real Estate Investment Trusts and Infrastructure Investment Trusts. These...
28 Sep, 2026, 09.27 AM IST