AI Stocks at Record Highs, But Economy Could Drag Them Down
While AI has pushed markets to record highs, mixed U.S. economic signals on jobs and consumer spending threaten 2026 earnings growth. Key Fed decision looms.
While AI has pushed markets to record highs, mixed U.S. economic signals on jobs and consumer spending threaten 2026 earnings growth. Key Fed decision looms.
New data reveals Gen Z is making sharper holiday spending cuts than older groups in the US, highlighting a severe affordability crisis. Discover how this impacts retail and the economy.
Corporate America shows resilience in Q3 2023 with strong earnings despite economic challenges. Discover key trends, sector performance, and future outlook for US companies.
FM Nirmala Sitharaman urges MCA to simplify processes, build a live dashboard for transparency, and fast-track services to realize India's developed nation vision. Read more.
The US economy now heavily relies on AI investment from tech giants. Without this spending, GDP growth would halve, raising recession risks. Explore the implications.
India's digital payments show no post-festival slowdown with daily spends reaching ₹96,017 crore in November. UPI dominates with 94% market share as consumption momentum continues.
Indian consumers flock to value meals as quick service restaurants report muted Q2 growth. Analysis reveals shifting consumer preferences and market trends.
Investors watch Black Friday for consumer health signals as stock volatility and delayed data create uncertainty. Will holiday spending defy economic headwinds?
American consumers are spending strongly at Walmart, Gap and TJ Maxx despite tariff pressures. Holiday sales expected to grow 3.7-4.2% to over $1 trillion. Read the full analysis.
Premier League clubs vote for landmark financial regulations starting 2025-26 season. New rules aim to ensure competitive balance and sustainable spending across the league.
The post-pandemic economy sees rise of solo consumers as people increasingly travel, dine and spend alone. Discover how this new economic force is transforming markets globally.
Oracle shares lose all September AI gains as debt surpasses $100 billion. The company faces junk rating risk while betting big on OpenAI partnership. Read full analysis.
Bill & Melinda Gates Foundation Trust executed dramatic portfolio changes, selling 17M Microsoft shares and reducing total holdings from 25 to 23. Discover the strategic reasons behind this massive shift.
Indian states face severe fiscal strain as election welfare spending surges, with Bihar's schemes costing 4% of GDP. Capital expenditure lags while deficits rise across poll-bound states. Read analysis.
President Trump's vision for US foreign policy emphasizes burden-sharing with allies while reducing American global security commitments. Explore the implications for global stability and economic impacts.
India's industrial sector surpasses services growth for first time in four quarters, driven by infrastructure and manufacturing. ICRA reveals shifting economic drivers.
Karnataka must rationalize schemes and adopt outcome-based funding for transformative growth. Expert analysis on efficient public spending strategies for development.
Warren Buffett's Berkshire Hathaway reveals $4.93 billion stake in Alphabet, marking a significant tech bet amid AI overspending concerns. Discover what this means for investors.
Over 47% of Indian companies have moved GenAI pilots to production, yet 95% allocate less than 20% of IT budgets to AI, reveals EY-CII survey on India's AI readiness.
HDFC Securities recommends buying Mastek shares, targeting ₹2,460. IT stock shows bullish pattern despite 25% annual decline. Strong UK government contracts fuel growth.
New report reveals majority of Indians now pay for digital content, with midcore gaming claiming half of all premium spending. Discover the changing consumer habits.
Tier-3 and tier-4 Chinese cities show 3-5% household consumption growth in 2024 while major hubs decline. Digital commerce and lower housing costs fuel this silent economic engine.
China's consumer spending faces its longest decline since pandemic. Retail sales growth slows for third month. What this means for global economy. Read analysis now.
If the AI stock market bubble bursts, it could trigger an unusual global recession affecting consumer spending and economies worldwide. Read analysis of potential consequences.
Indian-origin Deepa Purushothaman's corporate success came at a cost: 100-hour work weeks triggered dormant Lyme disease, leaving her bedridden for 8 months. Her story redefines success.
AU Small Finance Bank revolutionizes Indian spending habits with credit-first approach. Discover how their cards enable smarter financial management for everyday purchases.
India's festive season data shows strong economic momentum despite global tariff pressures. Consumer spending and manufacturing output surge, signaling robust growth ahead.
India's government plans to maintain its capital expenditure target at 3.1-3.2% of GDP for FY27, focusing on quality over quantity to drive fiscal consolidation and economic growth.
Gotezu, India's premier team building company, expands internationally with UAE market entry. Discover how they're transforming corporate culture globally.
India's Supreme Court delivers landmark judgment extending attorney-client privilege to in-house lawyers, transforming corporate legal confidentiality and bringing India in line with global standards.