AI GEOPOLITICAL ASSETS
America's shutdown of Anthropic's AI models is not a surprise. And India has seen it coming for 30 years
The US government's export control order on Anthropic's advanced AI models, blocking non-American nationals, highlights a long-standing Indian pattern of adopting foreign technology without developing indigenous alternatives. This "kill switch" event underscores the vulnerability of nations dependent on foreign tech infrastructure, urging India to prioritize strategic autonomy and build its own AI capabilities.
US ban on Anthropic's Fable 5 & Mythos 5 to put Indian IT services firms at competitive disadvantage
US restrictions on foreign access to Anthropic's advanced AI models, Mythos and Fable 5, are creating a significant competitive disadvantage for Indian enterprises and IT service providers. This exclusion, particularly from Fable 5's coding capabilities, raises concerns about digital equity and strategic dependency, as Indian data contributed to the models' value.
Project Glasswing melts: US government suspends early access to Anthropic's Fable 5, Mythos 5 within days of rollout
India's brief access to advanced AI models from Anthropic has ended. A US government directive halted local access to Mythos 5 and Fable 5. This development signals a new AI export control regime. Governments now view frontier AI as strategic assets. India's engagement on technology policy faces new challenges.
What are US stock market, gold and silver price prediction for Monday? Market outlook after Wall Street gains and metals movement
What are US stock market, gold and silver price prediction for Monday? Investors are assessing Wall Street's latest gains, developments in U.S.-Iran talks, Federal Reserve expectations, and movements in gold and silver prices. SpaceX's market debut lifted sentiment, while lower oil prices eased inflation concerns. Analysts expect markets to remain focused on interest rates, economic data, and geopolitical developments when trading resumes on Monday.
Risks cloud hover over microfinance
The Reserve Bank of India, too, raised concerns over higher inflation due to low average rainfall and supply chain disruptions due to geopolitical conflicts. The microfinance market, meanwhile, turned the corner with the fourth quarter showing Rs 77,524 crore in loan disbursement, the highest in the last eight quarters. The sector's asset quality stress also subsided with the share of the portfolio which remained unpaid for 31 to 180 days being at 2%, as of end-March, compared with 6.3% a year ago.
India likely past peak outflows, AI gap its advantage, Lighthouse Canton says
Domestic benchmarks Nifty 50 and Sensex are down about 11% and 13% so far in 2026, respectively, after fears of AI-led disruption tanked the heavyweight IT index 27% and the crude price spike after the Iran war worsened the macroeconomic outlook.
- Go To Page 1
Bitcoin trades near $63,600 as sentiment nears 2022 bottom levels. Here is what experts say
Bitcoin hovered near the $63,600 level as technical indicators stayed cautious despite improving sentiment. Major cryptocurrencies posted modest gains, while extreme fear persisted across markets. Analysts pointed to macro uncertainty, ETF outflows and capital rotation into AI-related assets as key themes influencing crypto momentum.
ET Alpha Wealth Summit Masterclass | 'When you zoom out, things look very good;" Vikas Khemani on the India story every investor needs to hear now
India has built a strong foundation for growth over the past decade, according to Vikas Khemani of Carnelian Asset Management. He highlighted robust digital and physical infrastructure, alongside regulatory reforms. With a young demographic and a diversified economy, India is poised for significant wealth creation, particularly in manufacturing, financials, consumption, services, and infrastructure over the next decade.
SpaceX crypto traders are betting on a $2.2 trillion valuation
Crypto traders are valuing SpaceX at $2.2 trillion, significantly higher than its IPO price of $135 per share, ahead of its trading debut. Perpetual futures on crypto venues suggest a strong demand, even as veteran investors express skepticism about the company's valuation. This blockchain-based market's predictive power is now being tested with SpaceX's record-setting IPO.
US markets plunge: Dow Jones, S&P 500 and Nasdaq crash as Trump’s Iran threat sparks a risk-off market selloff, pushing the U.S. dollar higher and oil prices sharply upward
Dow Jones, S&P 500 and Nasdaq crashed as Trump’s Iran threat reignited fears of a wider Middle East conflict. Investors rushed into the U.S. dollar while WTI oil surged toward $90. Rising energy prices now threaten inflation, interest-rate expectations, and economic growth. The selloff reveals how quickly geopolitics can reshape Wall Street sentiment and global markets.
World markets walk a tightrope between AI stocks and oil shocks
Global markets are on a knife edge, facing a potential AI boom or oil shocks from the U.S.-Iran conflict. Investors are navigating volatile conditions, with correlations between tech, interest rates, and oil creating uncertainty. The outlook hinges on the Strait of Hormuz reopening, with stagflation risks looming if oil prices remain elevated.
Meta-Reliance AI hub; SAP CEO on India's AI edge
Meta has tapped Reliance for India AI data centre. This and more in today's ETtech Top 5.
Ghayal hoon isiliye ghatak hoon! Why a global tech crash could be the right medicine for wounded Nifty bulls
Global capital flows are shifting away from semiconductor-heavy markets like South Korea and Taiwan. This tech-led meltdown presents an opportunity for India. Foreign investors may return to Indian markets, which are seen as a diversified domestic-economy-led alternative. This shift could lead to an explosive rally for Indian stocks.
D-Street indices caught in crossfire as oil roads lead to uncertainty
Indian stock markets tumbled nearly 1% on Monday, mirroring a broader Asian decline. Renewed Middle East hostilities fueled oil prices, while global investors shifted away from AI stocks. The Nifty closed down 243.7 points at 23,123, and the Sensex fell 719.08 points to 73,524.26, reflecting heightened market anxiety.
Asian stocks rebound on Iran optimism, AI trade
Asian stocks rebounded, led by South Korea's Kospi, as Middle East tensions eased and artificial intelligence shares recovered. Wall Street also saw gains, with chipmakers like Nvidia climbing. Investors returned to risk assets, signaling confidence in the ongoing bull market despite recent volatility and inflation concerns.
Avoid broad market bets now; focus on these 3 sectors instead: Shibani Sircar Kurian
Indian stock markets face ongoing volatility from West Asian geopolitical events. Despite this, earnings prospects remain strong. Investors should focus on specific companies with solid growth drivers. Kotak AMC favors large and mid-cap stocks. Banking, healthcare, and industrials are seen as key growth sectors for FY27. IT sector faces challenges, while defence offers long-term growth.
Buy, Sell or Hold: Morgan Stanley maintains underweight on Wipro; HDFC Securities upgrades Stylam Industries
Brokerages remain selective on Indian equities, with Morgan Stanley maintaining an underweight stance on Wipro due to growth concerns. HDFC Securities upgraded Stylam Industries citing improved governance and growth visibility, while Motilal Oswal reiterated a buy on PNB Housing Finance, driven by strong fundamentals and expansion in higher-yield segments.
Bitcoin Price today: BTC trades over $61,000-mark after Cryptocurrency fell to historic low. Are gold, AI stocks to be blamed for world's largest crypto crash?
Bitcoin BTC Price: Cryptocurrency saw its peak after becoming market favourite since the re-election of US President Donald Trump.
Bitcoin drops toward $60K for first time since October 2024; crypto liquidations hit $1.77 billion
Bitcoin experienced a significant drop below $60,000, its lowest point since October 2024, following a surprise selloff by prominent corporate holder Strategy. This move, despite the minimal amount, rattled market confidence, as the firm was perceived as a consistent accumulator. Analysts suggest long-term investors may see this dip as a buying opportunity amid potential legislative tailwinds.
US stock market crash explained: Why did Nasdaq plunge 4% to log worst day in over a year
Wall Street experienced a sharp decline on Friday, led by the Nasdaq's significant fall, as a robust US jobs report fueled concerns about sustained high interest rates from the Federal Reserve. The strong employment figures intensified inflation worries, making rate cuts less likely and potentially increasing the chance of a future hike.
AI threat overblown: Why Invesco’s Hiten Jain is doubling down on IT stocks
Invesco Mutual Fund's Hiten Jain offers a contrarian view, identifying the tech rout as a significant buying opportunity and dismissing broad PSU rallies. He highlights smart money's movement towards large-cap financials and IT services, anticipating earnings growth driven by credit expansion and AI adoption.
ET Alpha Wealth Summit: Markets are best played by optimists, says Samir Arora on India's investment outlook
Helios Capital founder Samir Arora believes investor pessimism toward India is driven more by a “negative halo effect” than weakening fundamentals. Speaking at the ET Alpha Wealth Summit, he argued that concerns around AI, valuations and FII selling are overstated, while India’s long-term earnings and growth story remains intact.
US economy remains strong, India must accelerate reforms and AI adoption: Ajay Srivastava
Market veteran Ajay Srivastava highlights the U.S. economy's robust performance, contrasting it with Indian investors' perceptions. He emphasizes the global economy's resilience despite geopolitical tensions and urges India to focus on its own economic development and embrace global diversification, particularly in AI adoption.
US stocks today: Dow Jones drops over 500 points as Middle East tensions escalate
Wall Street closed lower as Middle East tensions and rising oil prices triggered inflation concerns and profit booking. Financials and tech stocks led declines, though chipmakers stayed resilient on AI optimism. Strong services data and steady labor conditions contrasted with geopolitical risks, while expectations for a potential Fed rate hike continued to climb.
RBI’s Swaminathan warns banks on rising risks beyond balance sheets
Indian banks face a new era of resilience. RBI Deputy Governor Swaminathan J highlighted the need to manage complex uncertainties from geopolitics, climate change, and AI. This shift moves beyond balance sheet stress. Banks must adapt to unpredictable risks. The Indian financial system is entering this phase with strong fundamentals.
ET Alpha Wealth Summit: What's next for markets, AI and India's growth story?
Leading investors will convene at the ET Alpha Wealth Summit in Mumbai on June 4 to dissect market trends and identify opportunities. Discussions will focus on artificial intelligence's impact on India's IT sector and the nation's economic trajectory, alongside the durability of India's growth story amidst global uncertainties.
Netradyne joins hands with NHEV to transform electric mobility across India's e-highways
A initiative brings together AI-powered intelligence, highway infrastructure, driver safety and operational credibility to accelerate India’s EV mobility programme.
Oil rally may fuel stagflation concerns, though AI remains market's key driver: Arnab Das
Renewed Middle East tensions are driving oil prices higher, fueling inflation and economic growth concerns. Despite market optimism, significant challenges remain in resolving issues with Iran, and markets may not have fully priced in potential disruptions, particularly around the Strait of Hormuz.
Asia Pacific real estate investment rises 19% in Q1; India emerges as key logistics, data centre growth market: Savills
Industrial and logistics assets also continued to attract strong investor interest due to growing demand linked to AI-related manufacturing, semiconductor exports, data centre development and infrastructure expansion across markets including India, Japan, Taiwan and Malaysia.
Load More
