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POWER CAPEX STOCKS
AI stocks retreat as Democratic sweep puts data centre boom in focusAI-related stocks came under pressure on Wednesday despite a broader Wall Street rally following the Democratic sweep of Congress. Data cen...05 Nov, 2026, 02.22 AM IST- ET Prime Special Series: Multibagger or IBC - Part 83: Under this auto ancillary’s hood, sales and profits tell different storiesSome auto suppliers spend years trying to win a major customer. This business has been associated with one for four decades. That has helpe...04 Nov, 2026, 04.41 PM IST
- ETMarkets Smart Talk | Gold for ballast, silver for growth; avoid industrial commodities in core portfolios: Saish SawantIn this edition of ETMarkets Smart Talk, Saish Sawant, Research Analyst–Commodities at Emkay Global Financial Services, breaks down the con...03 Nov, 2026, 08.40 AM IST
- Most wanted stocks 2026: 6 stocks mutual funds are buying even as markets slumpStock market investors are growing wary as prices continue to drop amid broader economic issues. Nevertheless, mutual fund managers are opt...02 Nov, 2026, 11.52 AM IST
- US Stock Market is feeling AI investments pressure but check list of stocks that are jumping amidst Artificial Intelligence spending fearsUS Stock Market today: As the world's biggest technology companies race to expand computing capacity, demand for such facilities has surged...30 Oct, 2026, 09.40 PM IST
- Global Market: Wall Street's top asset managers bet big on AI infrastructure boomWall Street’s leading alternative asset managers are ramping up investments in AI infrastructure, betting on long-term leases and creditwor...30 Oct, 2026, 01.07 PM IST
- Adani group stocks jump up to 3%, add Rs 23,000 crore to total m-cap. What’s behind the surge?Adani Group stocks rose on Thursday, adding Rs 23,000 crore to their combined market capitalisation, as Q2 results and bullish brokerage ca...29 Oct, 2026, 02.08 PM IST
- Adani Ports shares rise 3% after Q2 results. Why did Jefferies and Nomura raise target prices?Adani Ports shares rose after the company reported strong Q2 FY27 earnings and raised its full-year guidance. Jefferies and Nomura increase...29 Oct, 2026, 09.45 AM IST
- $7.7 trillion AI bet: Can hyperscalers earn enough to justify the spending?Six major hyperscalers are projected to spend $7.7 trillion on AI between 2026 and 2030, but generating adequate returns will be a challeng...26 Oct, 2026, 11.19 AM IST
- PMS Talk: AI, defence and electronics manufacturing are the next growth engines, says Vaibhav AgarwalIn this edition of ETMarkets PMS Talk, we speak with Vaibhav Agarwal, Founder & CIO, Accelt Asset Management LLP, about how his team’s bott...26 Oct, 2026, 09.06 AM IST
- From CDMO to aerospace: How Vikas Khemani finds India’s next big themesNow, as Carnelian has ventured into mutual fund business by launching a small-cap fund with a ₹5,000 crore cap, Khemani is focusing on manu...23 Oct, 2026, 09.00 AM IST
- CoreWeave stock wipeout exposes divide between AI fear and greedCoreWeave Inc. is navigating turbulent stock trends due to climbing bond yields and investor trepidation over its debt, raising fears of de...16 Oct, 2026, 09.33 PM IST
- After US, India is easiest place to list a company, says Blackstone president and COO Jonathan Gray, eyes $100 billion investment in the countryBlackstone's president and chief operating officer Jonathan Gray has stated plans to increase their investment in India to $100 billion. He...14 Oct, 2026, 11.31 AM IST
- Crude oil, rupee & interest rates: Is the macroeconomic squeeze spreading to equities?Indian equities are currently facing significant challenges, including the impact of elevated crude oil prices and currency depreciation. A...12 Oct, 2026, 11.27 AM IST
- Global Market Today: Asian shares cautious as earnings loomTrade was thin with Japan markets shut and the US on a partial holiday ahead of the earnings season with major US banks kicking off on Tues...12 Oct, 2026, 07.13 AM IST
- Why are US stocks rallying despite Fed rate shock? Aswath Damodaran explains in the context of AIUS stocks have defied a sharp rise in Treasury yields as AI-led earnings growth offsets pressure from higher interest rates, says valuation...09 Oct, 2026, 02.57 PM IST
- ETMarkets Smart Talk| Rising US yields could hit expensive mid, smallcaps harder: Harish KrishnanIn an interaction with Kshitij Anand of ETMarkets, Harish Krishnan, CIO – Equity, Aditya Birla Sun Life AMC, discusses the risks and opport...07 Oct, 2026, 11.52 AM IST
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