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NEXT DISRUPTIVE STORY
The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...- Scientists say ozone loss could have been spotted in the 1950s, because today’s layered satellite tools reveal that industrial chemicals were already thinning the atmosphere long before the Antarctic hole was foundA new study reveals that ozone depletion might have been detectable in the 1950s, predating widespread CFC use. Carbon tetrachloride, an in...
- Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 28%It is quite likely that the news cycle this and the next week will be about the direction of US interest rates and yield. If that turns out...
- China, India see top firms lose market cap share in AI lagMajor stock markets in China, India, and Hong Kong are lagging in the global AI race, with top companies now holding a smaller market share...
- Latest Malayalam, Tamil, Telugu, Kannada OTT releases: Blast to Baahubali: The Torchbearer, new movies and shows on Netflix, JioHotstar, Prime VideoThis week’s OTT releases bring a wide mix of content. Viewers can watch crime thrillers such as Lingam and Moondram Kan, enjoy martial arts...
- US stocks: US market ends lower as tech stocks weigh on sentimentWall Street ended lower on Friday, with AI chip stocks experiencing a significant downturn while Moderna and other healthcare companies sur...
- Psychology says people who always give spoilers may be chasing a feeling their brains find hard to resistPsychology teaches us that social behaviors often reflect deeper emotional drives. Giving spoilers is rarely just about revealing part of a...
- India's export ambitions need more than infrastructure, says BCBAAs India pursues its economic ambitions, the customs and logistics ecosystem will play a pivotal role in enhancing trade competitiveness an...
- India's growth story, not AI trade reversal, will drive foreign flows: Sameer DalalIndia's economic strength, not AI's decline, will drive foreign capital inflows, according to Sameer Dalal. He believes AI's market correct...
- AI stocks are in a 'blowoff top' phase but the game isn't over yet: Jonathan SchiesslGlobal tech and AI stocks are undergoing a necessary correction, not a collapse, according to Westminster Asset Management's Jonathan Schie...
- Reliance 3.0: Mukesh Ambani is preparing for a brave post-Jio worldIn a pivotal shift towards innovation, Reliance Industries unveils Reliance 3.0, moving away from its conventional oil and consumer busines...
- GST wins India Inc's vote, but businesses seek faster refunds and smarter reforms: DeloitteIndia's GST regime has achieved widespread acceptance, with digitisation and rate adjustments hailed as major successes. Businesses now pri...
- Railways showed the way. What should India electrify next?If railway electrification was one of the defining infrastructure decisions of the twentieth century, the electrification and redesign of I...
- Blast OTT release date and platform confirmed: When and where to watch Arjun Sarja, Abhirami, Preity Mukhundhan's Tamil action movieTamil action thriller Blast, starring Arjun Sarja, is set for its digital premiere, following a successful theatrical run. The film, which ...
- NSE, Jio IPOs unlikely to drain market liquidity; plenty of money waiting on the sidelines: Prateek AgarwalMega IPOs from NSE and Reliance Jio are sparking liquidity concerns, but Motilal Oswal AMC's Prateek Agarwal believes ample capital awaits....
- SBI's improving performance warrants better valuation, chairman Setty says: ReportState Bank of India's chairman believes the bank is undervalued, citing improvements in financial strength, customer base, and earnings. He...
- India's IT sector facing a growth crisis; Daljeet Kohli says he's already walked awayIndia's IT sector faces uncertainty as global slowdown and AI fears spook investors. Market expert Daljeet Kohli advises caution, citing a ...
- ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruptionHelios India is steering clear of IT stocks, citing AI's disruptive potential, and instead champions India's domestic consumption. The firm...
- Oil prices to ease after US-Iran deal, but return to pre-war levels could take months: AnalystsEnergy markets anticipate price moderation for crude oil and liquefied natural gas. A potential US-Iran peace agreement and the reopening o...
- Nirmala Sitharaman flags global risks, says PM Modi Govt ensuring supply stability amid crude, Hormuz pressuresUnion Finance Minister Nirmala Sitharaman said India faces risks from crude prices, Middle East tensions and Strait of Hormuz disruptions, ...
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