SYNOPSIS: Shyam Metalics and Energy Limited reported strong YoY growth but weaker QoQ performance in Q3 FY26, while outlining aggressive…
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AI Capex Forecasts, Power Constraints, and the 2026 Outview (Dec. 25, 2025)
U.S. markets are closed today for Christmas Day, after an early close on December 24—giving investors a moment to digest…
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AI Overviews, Cloud Capex, and Antitrust Risks (Dec. 14, 2025)
Alphabet’s GOOG shares are hovering near record levels as Google’s AI search and cloud momentum collide with rising capex and…
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ETMarkets Smart Talk| From capex to contrarian investing: How large-caps offer long-term alpha, Mahesh Patil decodes
In this edition of ETMarkets Smart Talk, Mahesh Patil, CIO at Aditya Birla Sun Life AMC Ltd, decodes the dynamics…
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