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STOCK MARKET REVOLUTION
AI boom heading for a dot-com-style bust? ‘Dean of Valuation’ Aswath Damodaran warns correction could be more painful than 2008Global finance expert Aswath Damodaran warns AI's massive infrastructure spending, funded by debt, poses a greater risk than the dot-com cr...
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...
China to support IPOs by 'future industry' startups, large model companiesThe announcements came after China's top securities regulator vowed to "actively embrace" a new phase of technological revolution and indus...
Nvidia's Jensen Huang pledges AI will boost manufacturing jobsThe factory represents a fundamental test of whether, as Huang believes, AI will be a source of job creation instead of a technology that s...
Adani Enterprises shares in focus on partnership with Jabil to build AI data centres in IndiaAdani Enterprises will be in focus after announcing a strategic partnership with Jabil to develop an AI and data centre infrastructure manu...
Focus on structural trends, ignore market noise: Hiren VedMarkets react quickly to news, but Hiren Ved of Alchemy Capital Management advises focusing on reality over narratives. He highlights a glo...
Ten reasons oil is still below $100 a barrelGlobal oil prices remain surprisingly low despite the ongoing war in Iran. China's drastic cut in oil imports is a major factor. Demand des...
Why did the Nasdaq 100 crash more than 550 points today? US stock market Dow Jones, S&P 500 and Nasdaq plunge into deep red as AI's biggest winners become the market's biggest losersUS stock market crash today: The Nasdaq just delivered a sharp reality check to Wall Street. On June 9, 2026, the tech-heavy Nasdaq Composi...
Musk's SpaceX IPO jolts life back into European retail investingEuropean retail investors are eagerly eyeing the SpaceX IPO, with an unusually large allocation planned across several countries. While pla...
India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar SinhaIndia is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector ...
IT needs selectivity, not blind bargain hunting; Energy, defence and healthcare offer better opportunities: Gurmeet ChadhaMarket expert Gurmeet Chadha advises investors to be selective in the IT sector, despite attractive valuations, focusing on stock-specific ...
'India is on the wrong side of the AI trade': Emkay's Nirav Sheth sounds the alarmIndia is on the wrong side of the AI trade, warns Nirav Sheth. Foreign investors are chasing AI growth abroad, impacting Indian markets. In...
AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan GarnerForeign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...
South Korea, Taiwan leapfrog India, but the race was lost decades agoSouth Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems fr...
Oil rally may fuel stagflation concerns, though AI remains market's key driver: Arnab DasRenewed Middle East tensions are driving oil prices higher, fueling inflation and economic growth concerns. Despite market optimism, signif...
AI giant Anthropic confidentially files for US IPOAnthropic has confidentially filed for a US IPO, marking a major step in the AI sector’s expansion on Wall Street. The move highlights stro...
Tech jobs go cold; Chip startups shift gearIndia’s tech hiring has fallen to its lowest level in more than two years. This and more in today's ETtech Top 5.
Nvidia launches PC chip to bring AI directly to personal computers"Microsoft and Nvidia are going to reinvent the PC. This is going to be the new PC," said Jensen Huang, chief executive of the US tech gian...
At Computex, Nvidia and Taiwan's expanding role in AI infrastructure set to take centre stageNvidia CEO Jensen Huang, arriving in Taipei more than a week ahead of the show, more than made that point when he said on Wednesday that hi...
Molecule glue drugs shake up cancer care, draw big moneyHarvard-born idea doubles survival in trials, triggers pharma frenzy as cos race to target 'undruggable' proteins with next-gen glue therap...