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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.
Welspun Corp stock zooms 111% from February low; here's why
The medium to long term business outlook for Welspun Corp continues to remain positive across all its businesses, supported by strong focus on Oil & Gas, energy security and transition initiatives.
All-India monsoon season rainfall sees deficit of 42% compared to LPA, says IMD
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US dollar set to log highest monthly gain in one-year. US-Iran war, job data in focus
The US dollar is set for its largest monthly gain in a year, rising 2.5% in June due to safe-haven demand amid US-Iran tensions and Federal Reserve rate hike expectations. The euro, sterling, and Australian dollar are all facing declines as market uncertainties grow.
Persistent Systems Shares in Focus After Nagarro Deal — Check Motilal Oswal's Target Price, Upside
Persistent will acquire 100% of Nagarro through an all-cash offer of "81/share, implying an enterprise value of "1.27 billion.
Why clean land records are key to India's property market
States are rapidly digitizing land records to streamline India's complex property market. This move aims to curb disputes, speed up transactions, and boost credit access by creating transparent, integrated ownership data. Buyers, homeowners, developers, and banks stand to gain significantly from enhanced efficiency and reduced risks. While not a magic bullet for all disputes, this modernization is a crucial step for economic growth and improved ease of doing business.
Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giants
Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, betting on the AI-driven capex cycle. He views memory stocks as core beneficiaries, citing strong demand, attractive valuations and structural shifts, while warning that malinvestment risks could eventually disrupt the AI trade.
Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip gian - The Economic Times
Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip gianThe Economic Times
Markets Espresso: The IT Vs Pharma 'Deewar' and a big market lesson!
There is one sector that is slowly but surely emerging as a darling of the street. While we await the monsoons, another earnings season is already knocking at our doors. Amidst all of this, the market taught us a major lesson this week! Find out more about that in our latest edition of Markets Espresso!
Concurrent Gainers: 10 smallcap stocks that gain for 5 days in a row
Despite the Sensex slipping 0.4% over the five trading sessions that ended June 25, several small-cap stocks extended their winning streak. Pearl Global Industries, TV Today Network and SKF India were among the top performers, with 10 stocks gaining in all five sessions and delivering returns of up to 19%.
DTE Energy stock hits all-time high at 154.64 USD By Investing.com - Investing.com India
DTE Energy stock hits all-time high at 154.64 USD By Investing.comInvesting.com India
TVS Motor launches NTORQ 125: Check price, features, specifications and more
TVS Motor Company has unveiled fresh colours and graphics for its NTORQ 125 Disc and Race Edition scooters, drawing inspiration from TVS Racing. The new vibrant shades, including Drift Blue, Inferno Red, and Rush Green, are timed for the festive season. All NTORQ variants now feature the TVS SmartXonnectTM Bluetooth connectivity and a digital instrument console. The updated models are priced at Rs 82,500 and Rs 87,950 respectively.