TCS' next growth phase hinges on AI investments, not just deal momentum

5 Unstoppable Semiconductor Stocks You Can Buy Now in July (2026)

The proliferation of agentic AI is fueling the next leg of growth for semiconductor stocks.

L&T Finance Q1 FY27 slides: AI-driven growth, earnings beat targets

L&T Finance Q1 FY27 slides: AI-driven growth, earnings beat targets

AI Stocks Face Uncertainty: If the Market Isn’t ‘Pricing In Promise,’ What’s Next for Tech?

AI Stocks Face Uncertainty: If the Market Isn’t ‘Pricing In Promise,’ What’s Next for Tech?

AI investment cycle enters new phase as memory chip demand soars - Generate Wealth Weekly

AI investment cycle enters new phase as memory chip demand soars - Generate Wealth Weekly

AI has taken over the stock market. The bond market is next

Judging credit risk of the AI boom is difficult

Intel Vs. Navitas: Why I Prefer The Turnaround Over The Growth Story

Intel Vs. Navitas: Why I Prefer The Turnaround Over The Growth Story

Traders Weigh Second Half Outlook: Markets Snapshot

The first half of 2026 saw a bumper earnings season and global equity benchmarks soar to new highs, driven by a enthusiasm around the AI trade. Businesses, investors and central banks now turn their attention to the second half of the year with the focus firmly on whether markets can move past rocky geopolitical issues, growth concerns and ongoing jitters around the AI buildout. The Opening Trade spoke to leading voices about how the rest of 2026 is shaping up for equity markets. (Source: Bloomberg)

Sticky inflation clouds rate outlook, but AI and earnings keep markets resilient: Santosh Rao

The AI-driven market rally is expanding beyond tech, with healthcare, financials, and transportation sectors showing robust participation, signaling a healthy economy. Despite sticky inflation, strong corporate earnings are supporting elevated equity valuations. Investors anticipate the US Federal Reserve may maintain higher interest rates for longer, strengthening the dollar and posing challenges for commodities and emerging markets. Geopolitical tensions in the Middle East are identified as a significant risk.

Tech stocks tumble on concerns over AI spending

A sudden wave of selling in major tech shares triggers doubt over the sustainability of the AI boom.

South Korea’s NHIS to invest ₹900 crore in Choice Equity Broking

The investment will fund margin trading expansion, technology upgrades, customer acquisition and new product development

Growth vs Value Investing: Which Strategy Wins Long Term?

ArticleIFY Growth vs Value Investing: Which Strategy Wins Long Term? The stock market often looks like a giant casino to outsiders. But for those paying close attention, it is a highly calculated battleground. On one side, you have the adrenaline junkies chasing the next massive tech disruptor. On the other, the bargain hunters digging through boring financial statements looking for overlooked gems. The debate over [] Growth vs Value Investing: Which Strategy Wins Long Term? Articleify Desk

AI jitters and geopolitical concerns weigh on stock markets

AI jitters and geopolitical concerns weigh on stock markets

AI capex cycle likely to end with market pushback, not spending cuts: Jefferies

New Delhi [India], July 5 (ANI): The AI investment cycle is most likely to end not because US hyperscalers cut spending, but because markets start pushing back against the lack of returns, Global Brokerage firm Jefferies said in a report.The report argued the turning point will come when investors focus on what it calls a massive wealth transfer from hyperscalers' balance sheets to North Asia. The combined marke

Credable rebrands to _able after facilitating $650 million in loans across Africa

The move reflects a growing market for companies that provide the technology powering digital finance services.

Marketing Leaders Are Under More Pressure Than Ever. Here’s What Most CEOs Don’t Understand

Today’s marketers are expected to drive growth, prove ROI, and master AI—all with fewer resources and more scrutiny.

Xpress payment eyes AI, IoT for next growth phase

By Elizabeth Adegbesan Xpress Payment Solutions Limited has said its next phase of growth will be driven by emerging technologies such as Artificial Intelligence (AI) and the Internet of Things (IoT), after processing transactions worth trillions of naira over the past decade. Managing Director and Chief Executive Officer of the company, Mr. Wale Olayisade, disclosed this [] The post Xpress payment eyes AI, IoT for next growth phase appeared first on Vanguard News.