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  1. Business News
  2. About
  3. ai investing 2026

AI Investing 2026

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Google India AI investment, Amazon India AI infrastructure, Microsoft India AI data centres, India AI ambitions, India semiconductor mission, AI infrastructure India, India AI hub Vizag, Google Visakhapatnam AI project, AI data centres India, Ashwini Vaishnaw AI, India cloud investment, AI manufacturing India, India semiconductor policy, ECMS scheme India, AI infrastructure challenges India
Google, Amazon, Microsoft commit $67.5 bn to India’s AI push – but structural gaps cloud the promise

India AI investments from Google, Amazon and Microsoft have crossed $67.5 billion, but experts say infrastructure gaps and chip dependence…

Updated: May 8, 2026 18:17 IST
A split-screen graphic showing Ruchir Sharma speaking at Express Adda alongside a financial chart depicting a $50 billion capital outflow from the Indian equity market.
Is India the ‘Anti-AI’ Play? Ruchir Sharma on the $50 billion sell-off and 2026 strategy

Discover why Ruchir Sharma calls India the ‘anti-AI play’ and his investment strategies for 2026—read his outlook and plan your…

April 29, 2026 07:25 IST
TCS Q4 Results: April 9 release – Will board consider dividend? Time and details here (Source: Reuters)
TCS Q4 Results: April 9 release – Will board consider dividend? Time and details here

TCS to announce Q4 results and possible final dividend on April 9—see profit, revenue, and dividend expectations now!

April 5, 2026 08:00 IST
Unlike mutual funds that hold 300+ stocks, Gerstner's portfolio at the end of Q4 2025 has just 26 positions , and the top five alone (NVDA, META, MSFT, SNOW, UBER) account for over 60% of the fund (This is an AI-generated image)
Nvidia early-adopter Brad Gerstner dumps Alibaba: 3 new stocks Altimeter Capital is buying now

Brad Gerstner’s Q4 2025 portfolio tells a ruthless story: ride the AI infrastructure wave, cut everything else, and never let…

February 19, 2026 18:55 IST
A conceptual digital interface showing human hands collaborating with an AI neural network to bridge legacy IT systems.
Why HSBC and JP Morgan are betting big on IT, say ‘AI to replace software debate illogical’

Learn why HSBC and JP Morgan urge investors to see AI as a boost, not a threat, to the IT…

February 13, 2026 13:54 IST
Fractal Analytics IPO allotment status today, Fractal IPO allotment link MUFG Intime, check Fractal Analytics IPO allotment status online
Highlights: Will AI concerns weigh on Fractal Analytics IPO on listing day? GMP collapses

Fractal Analytics IPO GMP Allotment Today Highlights: Looking for the Fractal Analytics IPO allotment status? The basis of allotment was…

Updated: February 13, 2026 16:21 IST
3 AI-Linked Stocks in India to Keep on Your Watchlist (Source: AI)
3 AI-Linked Stocks in India to Keep on Your Watchlist

With AI in the spotlight, here are three Indian stocks to watch riding digital transformation trends.

February 9, 2026 11:51 IST
Jefferies top IT stock picks Infosys Coforge HCLTech 2026
Jefferies top large, midcap IT sector picks with up to 32% upside potential

Ahead of Q3 results, Jefferies flags selective optimism in IT naming Infosys, Coforge, and HCLTech among 11 stocks with up…

Updated: January 6, 2026 12:55 IST
2026 stock picks jefferies motilal oswal religare elara
2026 Stock Wishlist: Brokerages reveal high-conviction New Year picks

Brokerages start 2026 with bold bets from HCL Tech to Groww and Zydus, here are the stocks they say could…

Updated: December 31, 2025 11:56 IST
brokerages top stock picks india dalmia bharat tata steel cartrade tech upside
Top picks for 2026: ICICI Securities’ 7 key bets with up to 32% upside potential

ICICI Securities has picked seven high-conviction stocks for 2026, forecasting up to 32% upside driven by earnings growth, lower rates,…

Updated: December 31, 2025 12:05 IST
On 10th March 2000, the NASDAQ peaked and declined after the bubble burst, taking 15 years to recover to its previous high. (Image Courtesy: Bloomberg)
‘Big Short’ Investor Michael Burry Warns: Is AI bubble the next dot-com crash?

Burry is drawing parallels between the ‘dot-com bubble’ and the present-day scenario of AI and big tech.

Updated: December 25, 2025 16:41 IST
Kotak Securities Nifty 2026 outlook and top 4 preferred sectors
Can Nifty scale up to 32,000 in 2026? Kotak reveals 4 preferred sectors that could supercharge your portfolio

Kotak Securities’ Market Outlook 2026 sees the Nifty eyeing 32,000 as BFSI, Technology, Healthcare, and Hospitality emerge as the next…

Updated: December 23, 2025 20:06 IST
Jefferies India anti-AI investment strategy 2026
‘Anti-AI’ investment shield: Why India is poised to outperform if global tech bubble bursts in 2026

India may be the biggest “anti-AI” play in global markets, says Jefferies. As AI-driven stocks face fatigue, India’s domestic demand,…

Updated: December 18, 2025 17:55 IST

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Navi Mumbai Airport Crosses 150 Daily Flights: Rapid Scaling Shifts Focus to Suburban Commute Bottlenecks
Navi Mumbai airport’s next challenge moves beyond runway capacity
Ankur Warikoo’s Big Exit: Shuts Profitable ₹100 Crore Courses Platform
Ankur Warikoo shuts down Rs 100 crore courses empire – ‘Makes no sense to continue’
Zoho Co-Founder Radha Vembu Becomes India’s Richest Self-Made Woman in Hurun 2025 Rankings
The ‘invisible Indian billionaire’ who owns more of her tech empire than most Silicon Valley CEOs
Why oversold weekly RSI readings signal a generational buying opportunity in Indian IT. (AI-generated image from Gemini)
TCS, Infosys & HCL Tech at 52-Week Lows: Is this India’s best contrarian trade in years?
shorts
For Indian concert economy, old is gold
For Indian concert economy, old is gold
Entertainment8 hr ago

The live music industry in India is changing as Gen Z audiences are fueling demand for legacy bands and older global acts. Nostalgia is a key factor, with all age groups attending concerts and festivals. The past two years have seen a rise in international acts like Green Day and Guns N’ Roses performing in India, aided by festivals and digital platforms for music discovery.

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