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The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chips
DBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, infrastructure and data centres. The bank expects AI spending, sovereign AI investments and rising power demand to create new investment opportunities while reshaping portfolio allocation amid persistent inflation and geopolitical risks.
Adani Ports to sell 49% stake in Vizhinjam port to MSC's TiL for $1.4 billion
Adani Ports and Special Economic Zone will sell a 49% stake in Adani Vizhinjam Port to MSC Group's Terminal Investment Ltd. for $1.397 billion, valuing the Kerala port at $2.85 billion. The deal aims to expand capacity, boost cargo traffic and strengthen global trade connectivity, subject to approvals.
Genus Power shares fall 10% after ₹268 crore block deal; Sources say GIC likely seller
Chiswick Investment or GIC has a 15.11% stake in Genus Power at the end of the March quarter, while close to 1.6 lakh small retail shareholders, or those with authorised share capital of up to ₹2 lakh, have a 16% stake in the company.
Zerodha eyes foray into investment banking
India's leading retail broker, Zerodha, is making a significant move into investment banking. The company has applied to Sebi for a merchant banking license through its arm, Zerodha Corporate Advisors. This strategic expansion comes as the equity capital markets show strong potential, with experts noting ample room for new players possessing robust distribution and investor networks.
Zerodha eyes foray into investment banking
India's leading retail broker, Zerodha, is making a significant move into investment banking. The company has applied to Sebi for a merchant banking license through its arm, Zerodha Corporate Advisors. This strategic expansion comes as the equity capital markets show strong potential, with experts noting ample room for new players possessing robust distribution and investor networks.
Oberoi Realty bets big on NCR with Rs 6,000 crore investment in Gurugram project
Oberoi Realty is making a significant Rs 6,000 crore investment in its inaugural NCR project, a sprawling ultra-luxury residential development in Gurugram. The company sees the region as a key growth market, potentially rivaling Mumbai. This ambitious venture, featuring seven towers and retail space, aims for a substantial revenue of Rs 16,000 crore, signaling Oberoi Realty's pan-India expansion strategy.
The AI boom won't burst all at once. It will pop in 'rolling bubbles': Macquarie
Macquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments of the AI ecosystem heat up and cool down over time. Global AI investment has surged to about $850 billion in 2026, far exceeding historical technology booms.
Raymond James strategist sees India as a value allocation; likes financials, energy
Matt Orton, Chief Market Strategist, Raymond James Investment explains why he remains constructive on global equities despite US-Iran tensions, shares his outlook on the Magnificent Seven, Federal Reserve policy, and highlights financials, small caps and India as attractive investment opportunities.
Yash Raj Films makes first bet on vertical entertainment with Rusk Media investment
Yash Raj Films is venturing into the burgeoning digital-first entertainment space with a strategic investment in Rusk Media. This move signals YRF's expansion into mobile-first storytelling, focusing on original animation and vertical micro-dramas. The partnership aims to create category-defining intellectual property for global digital platforms, leveraging India's massive mobile audience and establishing the country as a creative force in vertical entertainment.
Markets poised for a cautious start as GIFT Nifty trades flat
Indian markets ended Thursday on a high note, with the Nifty 50 climbing nearly 1% from its lowest point. This positive momentum was fueled by declining energy prices, a stronger rupee, and favorable global trends. Analysts anticipate a continued positive outlook for Indian equities, with the Nifty expected to hold above the 24,000 mark, bolstered by stable geopolitical conditions and robust foreign investment.
Can an OpenAI IPO delay derail the AI chip rally? Here's why it matters
A potential delay in OpenAI's IPO has triggered selling in global technology stocks, impacting major players like SoftBank. As concerns over AI investment returns grow, investors are increasingly selective in their stock choices, marking a shift in sentiment within the technology sector.
AIFs expect rebound in investor flows as West Asia uncertainty eases
AIF managers are seeing investor allocations revive as geopolitical risks ease, while GIFT City continues to attract strong fund inflows and global investment interest