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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...30 Jun, 2026, 06.53 PM IST- For investors looking beyond the short-term horizon: 5 mid-cap stocks from different sectors with upside potential up to 28%All is once again quiet on the US-Iran war front, and some kind of dialogue to resolve the issues between the two seems to be still underwa...30 Jun, 2026, 02.54 PM IST
- Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycleSouth Korean tech giants Samsung and SK Hynix are investing billions in AI chip production, a move lauded by President Lee Jae Myung. While...30 Jun, 2026, 02.13 PM IST
- NRI Talk | Rupee depreciation shouldn't deter NRIs; India still offers attractive dollar returns: Feroze AzeezNRIs are questioning India's investment appeal due to recent flat returns and rupee depreciation. However, experts emphasize India's strong...30 Jun, 2026, 09.00 AM IST
- Used-car market enters new era: Why more Indians are choosing used cars despite rising incomesIndia's used car market is booming, projected to hit $70 billion by FY31 as buyers increasingly choose pre-owned vehicles for value and sma...29 Jun, 2026, 06.22 PM IST
- Tata Motors-Iveco revenue to be $35-40 billion in 5 years: N ChandrasekaranTata Motors is projecting a remarkable revenue growth of $35-40 billion in its commercial vehicle sector over the next five years from its ...29 Jun, 2026, 05.47 PM IST
- Tech Mahindra collaborates with Perplexity to boost sales with AITech Mahindra is revolutionising its sales strategies through a partnership with AI innovator Perplexity. By integrating Perplexity Enterpr...29 Jun, 2026, 05.21 PM IST
- The AI boom won't burst all at once. It will pop in 'rolling bubbles': MacquarieMacquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...29 Jun, 2026, 04.18 PM IST
- Organised dairy sector expected to grow by 200-400 bps in FY27: CrisilIndia's organized dairy sector is poised for accelerated revenue growth of 200-400 basis points this fiscal, driven by consistent volume in...29 Jun, 2026, 02.21 PM IST
- Ford brings back old hands to fix AI-led quality issuesFord Motor Co. is re-emphasizing human expertise to combat persistent quality issues, bringing in hundreds of veteran engineers to train it...29 Jun, 2026, 12.42 PM IST
- Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...28 Jun, 2026, 10.33 AM IST
- For investors with ability – and patience to wait 3 years, not 3 months: 6 large-cap stocks with upside potential of up to 33%The interesting point about the large-cap space today is not that prices have collapsed. In most cases, they have not. The more important c...28 Jun, 2026, 05.46 AM IST
- IGCAR Kalpakkam Hydrogen Plant: India inaugurates world’s first hydrogen plant that uses nuclear reactor heat instead of electricityIGCAR Kalpakkam Hydrogen Plant: India has unveiled the world's first nuclear-powered hydrogen production facility at Kalpakkam, utilizing h...28 Jun, 2026, 12.20 AM IST
- Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...27 Jun, 2026, 04.58 PM IST
- Department of Atomic Energy sets up world's first hydrogen production facility at IGCARThe facility was inaugurated by Ajit Kumar Mohanty, Secretary, Department of Atomic Energy (DAE) and chairman, Atomic Energy Commission (AE...26 Jun, 2026, 07.51 PM IST
- Supplier gaps, invoice compliance, credit access continue to hit 5 in 10 MSMEs: SurveyMSMEs are embracing digital procurement for better pricing and efficiency, yet face persistent hurdles in supplier management and payments.26 Jun, 2026, 04.15 PM IST
- Capex boom, global sourcing tailwinds fuel textile stock rallyTextile exporter stocks witnessed a significant rally on Wednesday, boosted by positive initiation of coverage from Motilal Oswal Financial...25 Jun, 2026, 05.44 AM IST
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