Topic
investments
Technology Three things we learned about AI from Big Tech earnings
Microsoft, Meta, Google, Apple and Amazon told investors they will keep spending heavily on AI, the BBC reported. Chatbots still generate little revenue, Alphabet's free cash flow went negative, and investors are demanding measurable returns. Key figures: Meta's $140bn-plus AI budget, Microsoft's $190bn, Amazon's $220bn.
Temasek widens India investment scope to industrials, AI with $42 billion portfolio
Singapore's Temasek is widening its investment scope in India to include industrials and artificial intelligence, alongside its traditional focus on consumer, financial services, and healthcare. The firm's India portfolio has grown to $42 billion as of March 2026, with plans to deploy another $9 billion in the next three years. Executives cited India as one of Temasek's best performing markets, driven by domestic consumption tailwinds and a growing manufacturing and AI ecosystem.
Messi, Ronaldo, and Mo Salah Take Three Different Paths to Building Tech Wealth
Lionel Messi and Cristiano Ronaldo are increasingly taking equity stakes in AI, health tech, and startup companies, while Mohamed Salah has largely stuck to a more traditional mix of commercial partnerships, property, and philanthropy. The shift reflects a broader trend among elite athletes seeking long-term wealth creation beyond playing careers.
Chinese Tech and Investments Welcome, but Trade Opening Needs Caution: CII President
Confederation of Indian Industry (CII) President R Mukundan stated that Chinese technology and investments are welcome, but any open trade with China requires a careful and measured approach. He made the remarks amidst India's widening trade deficit with China, which reached an all-time high of USD 112.6 billion in 2025-26. Mukundan also commented on the ongoing India-US bilateral trade agreement negotiations and called for a targeted sector-specific FDI strategy.
India equity fund inflows hit 12-month low as West Asia risks rattle markets
Net inflows into Indian equity mutual funds declined to Rs 22,908 crore in May, down 40% from April and the lowest in 12 months, according to AMFI. Geopolitical tensions in West Asia and rising crude oil prices weighed on investor sentiment. Monthly SIP contributions remained steady at Rs 30,954 crore, providing stability despite broader market volatility.
Business Broadcom's $440 Billion Market Cap Drop Amid AI Outlook Concerns
Broadcom's market cap fell by over $440 billion after its Q2 2026 earnings report revealed a softer AI chip sales outlook. Despite record revenue and tripling its AI chip business year-on-year, investor expectations were not met, leading to a significant market reaction.
$1.3 Trillion Lost as AI Rally Slows; Nvidia, Micron Plummet
A slowdown in the AI rally has led to a $1.3 trillion loss on Wall Street, with semiconductor stocks like Nvidia and Micron experiencing significant declines. Strong US jobs data and geopolitical tensions add to market uncertainties.
Business US Stock Indices Fall Amid Geopolitical Tensions
US stock indices, including the Dow Jones, Nasdaq, and S&P 500, ended their winning streak due to profit-booking and geopolitical concerns. The Dow fell 1.2%, Nasdaq 0.9%, and S&P 500 over 0.7%.
India's IPO Boom: A Cash-Out Avenue for Foreign Firms
India's IPO market is increasingly being used by foreign firms as a cash-out mechanism, with $5 billion repatriated through Offer for Sale (OFS) issues. High valuations in Indian markets are driving this trend, impacting the Indian rupee and capital outflows.
Top Stock Picks for June 3, 2026: JSW, Adani, IFCI
Investment expert Mehul Kothari recommends JSW Energy, Adani Energy Solutions, and IFCI as top stock picks for June 3, 2026. These stocks have shown strong technical breakouts, indicating potential upward momentum.
Alphabet's $80B Stock Sale Plan Stalls Wall Street Rally
Alphabet's announcement of an $80 billion stock sale to fund AI investments led to a 4% drop in its shares, stalling Wall Street's rally. The S&P 500 slipped 0.1% after nine weeks of gains.
Key Stocks to Watch: Asian Paints, Cummins India, and More
Investors should keep an eye on Asian Paints and Cummins India as analysts provide positive outlooks. Asian Paints is expected to maintain strong margins, while Cummins India benefits from margin tailwinds and business diversification.
Sensex Plummets Amid Gulf Tensions, Foreign Outflows
The Sensex has fallen 2,200 points over four sessions due to escalating tensions in the Gulf region and significant foreign fund outflows. Investors are closely watching the upcoming RBI policy meeting for further market direction.
Top Stock Picks for June 2026: Astra Microwave, Shaily Engineering
Motilal Oswal Wealth Management recommends Astra Microwave and Shaily Engineering Plastics as top stock picks for June 2026. Astra aims for 15-20% revenue growth in FY27, while Shaily plans a fivefold expansion in pen manufacturing capacity.
Semiconductor Stocks Surge Amid AI Boom
Semiconductor companies such as Micron, Samsung, and Nvidia have seen their stock prices skyrocket due to the AI boom, adding trillions to their market caps. This surge reflects the critical role of semiconductors in powering AI technologies.