TCS' Growth Outlook Hinges on AI Investments
Tata Consultancy Services reported flat dollar revenue and margin contraction in the June quarter, with AI revenue growing but remaining a small portion of total earnings. The company announced strate…
Tata Consultancy Services reported flat dollar revenue and margin contraction in the June quarter, with AI revenue growing but remaining a small portion of total earnings. The company announced strate…
Ukraine will prioritize self-hosted AI models for government, business, and military use to maintain control over infrastructure and data, according to a Reuters report. The policy aims to reduce reli…
Samsung Electronics' strong Q2 2026 profit outlook triggered a global chip-stock selloff on July 7, 2026, with Micron and Intel shares falling as much as 8%. The selloff reflects investor concern abou…
Nearly 60% of energy leaders expect AI to deliver results within a year, yet 70% report dissatisfaction with progress, according to a Boston Consulting Group report. The report highlights that AI can …
EM-Equity strategist Adrian Mowat told The Economic Times that recent volatility in South Korean chip stocks is a temporary dip driven by tight supply and demand, not an AI bubble burst. Mowat warned …
Indian entertainment companies investing heavily in AI for scriptwriting and visual effects face copyright uncertainty as the current legal framework, anchored to human authorship, may not protect AI-…
India is shifting GST compliance toward AI-led enforcement and cross-agency data integration, integrating databases from GST, income tax, and customs to improve risk assessment and curb evasion while …
Micron Technology shares surged 19% on June 25, 2026, pushing its market capitalization above Meta Platforms for the first time after reporting fiscal Q3 2026 revenue of $41.5 billion, beating estimat…
The Reserve Bank of India released a draft model risk framework mandating a 'kill switch' for AI models used by banks and financial entities, requiring documented human oversight, customer disclosure,…
J.P. Morgan ranked India third globally in AI readiness, behind the United States and China, citing Stanford University's Global AI Vibrancy Index. The report also noted that the S&P 500's top ten sto…
OpenAI and Anthropic are preparing IPOs in the US amid record equity highs and strong demand for AI-linked listings, while Jio Platforms and the NSE face subdued investor appetite in India's less enth…
Sarvam AI raised $234 million at a $1.5 billion valuation, becoming India's newest unicorn as sovereign AI moves from slogan to necessity after US restrictions on Anthropic models highlighted foreign …
Seshadri Sen of Emkay Global Financial said the AI narrative is pressuring Indian IT stocks, keeping valuations under pressure despite no clear earnings damage. He prefers domestic consumption and ind…
Researchers warn that heavy reliance on artificial intelligence may weaken core human skills across professions, a pattern described as 'deskilling.' Studies involving doctors and software engineers f…
Indian organizations are moving from AI experimentation to enterprise-wide deployment but face operational friction from fragmented tools and siloed data, according to The Economic Times' CIO. The art…
India's market regulator SEBI will issue detailed guidelines on the responsible use of artificial intelligence in capital markets, chair Tuhin Kanta Pandey announced at the ET NOW Markets Summit 2026.…
A broad market rotation is moving capital away from mega-cap AI-focused technology stocks into energy, industrials, materials, and small caps. The shift is driven by rising oil prices, a manufacturing…
Invesco Mutual Fund portfolio manager Hiten Jain is increasing exposure to IT stocks, calling the recent tech sell-off a buying opportunity and dismissing AI-related threats as overblown. Jain also wa…
Meta Platforms Inc. Chief AI Officer Alexandr Wang said health capabilities will be a key differentiator for future Meta AI models as the company scales them to billions of users. Wang, who joined Met…
Multiple widely used AI assistants, including Anthropic's Claude and OpenAI's ChatGPT, suffered service outages in recent incidents. Claude went offline around 0600 UTC on June 2, 2026, with a fix dep…