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POWER SUPPLY SHORTAGE
India’s development ladder after AI: What comes next?India’s future prosperity may increasingly depend on empowering its smaller economic units to become more productive using AI.- Forget power: The unquenchable AI thirst propelling water stocks up to 45%India's water sector is experiencing a surge, with stocks like Shakti Pumps and VA Tech Wabag jumping up to 45% in a month. This rally is f...
- Micron stock surges after Micron earnings report crushes estimates: How is AI demand driving Micron to new heights?Micron's earnings report highlights the rising influence of AI on the semiconductor sector. The company has exceeded projections while fore...
- 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...
- Will a strong brand play the role it is supposed to? 4 consumer electricals stocks with upside potential of up to 28%Many companies in this space have underperformed the broader market. The underperformance did not happen without reason. Margins were under...
- Dixon, Amber, Syrma: Harshit Kapadia on why India's EMS sector is back on the radar & which stocks to buy nowIndia's electronics manufacturing sector is poised for decades of growth, fueled by global supply chain shifts and government support. Expe...
- Tata Power's Mundra thermal plant to continue operations till Sept 30 under Centre's directionsTata Power's Mundra thermal plant will continue supplying electricity for three more months until September 30, following an extension of s...
- Tata Power's Mundra plant mandated to run at full capacity till SeptemberThe power ministry has directed Tata Power's 4,150 MW Mundra plant to operate at full capacity until September 30, 2026. This extension aim...
- Jefferies initiates coverage on GE Vernova, bullish on 2 other power transmission stocksJefferies has initiated coverage on GE Vernova T&D India with a Hold rating and a target price of ₹6,000, citing limited upside despite str...
- 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...
- Critical minerals, strategic stakes: Inside India's bid to break China's supply chain strangleholdIndia and the US have inked a pact to secure critical mineral supplies, bolstering a broader Quad initiative aiming to invest $20 billion i...
- AI startups fuel talent war as hiring surges across IndiaIndia's AI startups are experiencing a hiring surge, outpacing the broader tech sector as companies transition from AI experiments to large...
- Aluminum’s war shock blunted by dark transits and Chinese supplyThe Iran war triggered one of the biggest shocks to the global aluminum market, raising fears of widespread smelter shutdowns and prices su...
- Cuba unveils historic package of free-market reformsIn a landmark speech to National Assembly, Prime Minister Manuel Marrero detailed 176 measures aimed at rolling back the state's role in th...
- India key to Mercedes’ technology stack, autonomous-driving ambitions: CTO Jörg BurzerMercedes-Benz is significantly leveraging its Indian R&D center in Bengaluru for its biggest software transformation to date, MB.OS, which ...
- US awards $500 million to Nvidia-backed SandboxAQ for finding new chipmaking materialsAmerica is investing heavily in its chip industry. The US government has given a massive $500 million to SandboxAQ. This company will devel...
- Talent shortage triggers AI adoption among insurersA shortage of trained insurance professionals is driving insurers to automate claims processing, underwriting, and customer onboarding. Thi...
- Hormuz may reopen, but fertiliser relief is still months away for IndiaFertiliser supplies and prices will take months to return to normal. Natural gas and petroleum derivative supplies need to resume. Ammonia ...
- Ashwini Vaishnaw expects more companies to start production of memory chips in IndiaStrong demand for memory (data storage) cards and advanced chips has tightened global supplies and supported higher prices in past quarters...
- Iran war puts Bangladesh’s nascent industrial dreams at riskBangladesh's economic growth is threatened by an energy shortage, leaving new industrial facilities idle. The country faces painful impacts...
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