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India's AI capex trade fuels rally in data centre and industrial stocks
India's AI-linked industrial firms are benefiting from booming data centre investments, driving sharp gains in stocks such as Sterlite, HFCL and MTAR.
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economictimes.indiatimes.com
AI disruption in Indian IT front-loaded, but long-term demand intact: Sushovan Nayak
Indian IT services face near-term AI-driven revenue pressure, estimated at 1-3%, impacting stock valuations. However, experts believe markets are overlooking significant long-term…
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AI, data centre boom powers these 9 stocks up to 477% in 2026. Can you still join the party?
India's data centre industry is experiencing a multi-year growth phase, fueled by digitalization, cloud adoption, and AI demand. This surge is driving significant gains in…
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AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan Garner
Foreign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and extraordinary earnings growth. While…
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cnbc.com
Inside India newsletter: Why Taiwan and South Korea's stock markets have surged past India within a week
The Indian equity market is losing favour with global investors, as its domestic consumption story weakens and the country lags in AI.
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A little-known Indian stock’s 530% rally shows hidden AI winners
Indian industrial companies are experiencing significant growth by supplying components for data centers. These firms are crucial for building and powering the infrastructure…
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thehindubusinessline.com
India's AI capex trade fuels rally in data centre and industrial stocks
India's AI-linked industrial firms are benefiting from booming data centre investments, driving sharp gains in stocks such as Sterlite, HFCL and MTAR.
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India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar Sinha
India is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector has corrected, market veteran Punita…
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hindustantimes.com
Small Indian companies are making big mark in AI, 28 firms add $47 billion in value
India's AI infrastructure boom is creating new stock market winners as demand for data centers and related equipment continues to grow. | Business News