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ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEO
Global markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGiri emphasizes buying with a margin of safety and staying committed to high-conviction ideas. The focus remains on cash-flow generation, even in new-age businesses, with opportunities emerging in a stock-picker's market. Long-term wealth creation is seen across sectors, particularly in sustainable solutions and digital infrastructure.
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economictimes.indiatimes.com
AI stocks are in a 'blowoff top' phase but the game isn't over yet: Jonathan Schiessl
Global tech and AI stocks are undergoing a necessary correction, not a collapse, according to Westminster Asset Management's Jonathan Schiessl. While a "blowoff top" phase was…
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Korea's AI crackdown may trigger healthy correction, India could benefit: Rahul Chadha
South Korean regulatory actions are prompting a reassessment of AI semiconductor valuations, though experts see this as a healthy correction rather than an end to the rally. …
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India's growth story, not AI trade reversal, will drive foreign flows: Sameer Dalal
India's economic strength, not AI's decline, will drive foreign capital inflows, according to Sameer Dalal. He believes AI's market correction is temporary, while India's…
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The AI boom is wobbling, but the bubble hasn't burst - The Economic Times
Global stock markets are experiencing a cautious rebound following a tech sell-off, fueled by AI spending and hawkish US interest rate signals. While South Korea's Kospi shows…
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Buy the dip, stay invested: Matt Orton sees more upside for global markets
Global markets are gaining traction as geopolitical worries ease and AI companies report strong earnings. Matt Orton of Raymond James highlights that receding oil prices and…
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ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEO
Global markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGiri emphasizes buying with a margin of…
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zerohedge.com
AI Trades Bruising Week Forces Investors To Be More Selective
...the case for the artificial-intelligence trade is still strong, but the days of everything going up in a straight line appear to be over...
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ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen Dongare
As Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, according to Niteen Dongare of Anand Rathi…