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ETMarkets Smart Talk | AI is real, but AI valuations are not; we are in the FOMO stage of the bubble: Carnelian’s Manoj BahetyAI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of mis...19 Jun, 2026, 09.00 AM IST- Infosys ADRs crash over 8%, Wipro falls 6% after Accenture cuts annual revenue forecastInfosys and Wipro ADRs plunged following Accenture’s reduced FY26 revenue forecast. This downgrade highlights enterprise caution regarding ...18 Jun, 2026, 07.49 PM IST
- Can Elon Musk's xAI challenge Anthropic after SpaceX's $60 billion Cursor AI acquisition from Anysphere?SpaceX has agreed to acquire Cursor AI parent Anysphere for $60 billion in an all-stock deal, days after SpaceX's blockbuster Nasdaq debut....16 Jun, 2026, 08.15 PM IST
- The Next Frontier: LG's future is not just the TV and fridge in your homeLG Electronics is accelerating its transformation: LG Electronics is transforming from a home appliance maker to a technology powerhouse. T...16 Jun, 2026, 02.56 PM IST
- Nvidia to raise $25 billion in first corporate bond sale in five yearsNvidia is set to raise a massive $20 billion through a bond issuance. This move signals the company's significant investment in artificial ...16 Jun, 2026, 08.52 AM IST
- US stocks: Nvidia’s jumbo bond sale draws $85 billion of investor demandNvidia has secured approximately $85 billion in orders for its substantial debt offering, seeking to raise at least $20 billion. This immen...16 Jun, 2026, 01.23 AM IST
- CEA Anantha Nageswaran says AI stock valuations definitely in a bubbleIndia's Chief Economic Advisor V Anantha Nageswaran warns that artificial intelligence stock valuations are a bubble. He believes the narra...14 Jun, 2026, 05.34 PM IST
- AI euphoria to end? Chris Wood warns mega IPOs, bond pressures may trigger tech correctionJefferies strategist Christopher Wood has warned that the AI-driven stock rally may face a near-term correction amid rising bond yields, cr...14 Jun, 2026, 12.29 PM IST
- The real reason NVIDIA Omniverse is changing game development has nothing to do with creativityNVIDIA's Omniverse highlights a growing shift in game development, where AI is being used less for creativity and more for efficiency. As g...10 Jun, 2026, 05.49 PM IST
- Samsung Electronics considers building chip packaging plant: ReportSamsung is expected to unveil the investment plan at a meeting between South Korean President Lee Jae Myung and the heads of the country's ...10 Jun, 2026, 10.30 AM IST
- Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...10 Jun, 2026, 10.01 AM IST
- Samsung Electronics considers building chip packaging plantSamsung Electronics is exploring a significant investment in Gwangju, South Korea. The company is considering a new advanced semiconductor ...09 Jun, 2026, 05.44 PM IST
- China prepares $295 billion plan to fund nationwide AI buildout: ReportNational Development and Reform Commission is among key government agencies drafting a blueprint to build a network of inter-connected co...09 Jun, 2026, 03.20 PM IST
- As Apple's WWDC conference kicks off, investors want to know if AI will save SiriApple prepares to reveal its AI advancements. A revamped Siri and new developer tools are expected. This move aims to bridge the gap with c...08 Jun, 2026, 11.10 PM 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
- Can Nvidia's RTX Spark do for Windows what Apple silicon did for Macs?Nvidia unveils RTX Spark, a chip designed for AI agents, aiming to transform personal computers. This move is compared to Apple Silicon's i...07 Jun, 2026, 06.43 PM IST
- As AI shifts from training to inference, Intel moves up the stackIntel is changing its AI strategy. The company is now focusing on building complete AI systems and infrastructure, not just chips. This mov...05 Jun, 2026, 06.57 PM IST
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