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TECHNOLOGY SPENDING TRENDS
IT Q2 preview: Muted growth, steady margins likely; deal conversion, AI deflation in focusIndia's leading IT firms are projected to exhibit modest revenue growth and stable margins for the second quarter. Analysts anticipate that...- Defence stocks: Time to change strategy in a bearish market? An ecosystem with down and upside potential of -39% to plus 37%The current fall is both at the level of the indices and the broader market. And when the selling is this broad, almost every sector is aff...
- Horoscope Tomorrow, 4 October 2026: A Reflective Sunday Brings Career Clarity, Financial Caution and Relationship Insights for All 12 SignsOn October 4, zodiac signs will experience a transition from communication towards emotional grounding throughout the day. Early interactio...
- Infosys, Wipro ADRs soar up to 8% as strong Accenture earnings forecast lifts moodInfosys and Wipro ADRs rallied in US premarket trading after Accenture forecast stronger-than-expected annual revenue growth. Its upbeat ou...
- Global Market: Japan’s Nikkei hits six-week high as chip stocks rally on AI optimismJapan's Nikkei share average soared to a six-week peak, buoyed by chip sector stocks after favorable earnings guidance from Micron Technolo...
- ET Prime Special Series: Multibagger or IBC - Part 78: A tech company hiding inside an auto-parts maker. But with a weak spotThis is one of the most exciting businesses in the sector: A technology company disguised as an auto-parts maker, growing fast, earning exc...
- ET Alpha Wealth Summit 2.0: Why next market cycle may need a new playbookMarket cycles can reshape sector leadership, earnings expectations and valuations. As investors navigate changing interest rates, geopoliti...
- India Inc's legal bill swells as global ambitions growAs Indian companies expand overseas, a more fractious global geopolitical environment is exposing them to a wider web of sanctions, trade r...
- 15-year setback on cards? Nifty heading for worst annual performance since 2011As 2023 unfolds, the Nifty index appears headed for its most disappointing year in a decade and a half. Key contributors to this downturn i...
- AI in portfolio management: How technology is reshaping the manager’s roleArtificial intelligence is reshaping investment research and portfolio management, from screening stocks and analysing data to identifying ...
- New indicator for New India: 25 stocks whose numbers can reveal what is in store for the economy and the stock marketFor decades, there was a familiar way to understand the Indian consumer. Economists waited for GDP, industrial production, inflation, credi...
- ETMarkets NRI Talk | AI’s 30x sales premium: Apurva Sheth on OpenAI, Anthropic and the valuation debateOpenAI and Anthropic are reportedly commanding valuations that translate into roughly 30-38 times price-to-sales, compared with around 3.7 ...
- Wall Street Week Ahead: Jobs report, inflation data to test US rate path, economic strengthUpcoming reports on employment and inflation are poised to influence expectations around interest rate hikes, subsequently impacting the US...
- AI infrastructure investment seen surging to $769 billion in 2026 amid growing safety concernsThe estimate is based on nearly $384 billion invested in the first half of 2026 and assumes the current pace continues through the year. It...
- India has its own structural growth story beyond current global focus on AI, says JefferiesIndia is expected to experience significant growth driven by renewable energy and private-sector investment. The country aims to enhance it...
- Indian-origin entrepreneur Gagan Biyani launches tuition-free AI academy; tech giants Satya Nadella, Sam Altman to teachGagan Biyani has launched the Horowitz Andreessen Academy in San Francisco to provide an alternative education. This academy will focus on ...
- Disney to hike Disney+ and Hulu subscription prices by 13%: Here's how much you will pay nowDisney is planning to raise prices for various subscription plans for Disney+ and Hulu in the near future. The ad-free Disney+ plan will se...
- Big Tech’s AI switch may dent $20 billion of IT outsourcing revenueThis shift threatens revenues in the high-tech and communications segments of the $315 billion local IT industry as higher efficiencies and...
- Banks warn AI shopping bots raise scam, fraud and data-privacy risksTechnology companies including OpenAI, Anthropic, Google and Meta are increasingly promoting AI chatbots as shopping tools, envisioning a f...
- Beyond product-market fit: The real challenges of scaling a startupProduct-market fit can prove that a startup has found demand. Scaling it successfully requires a different set of decisions around people, ...
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