Investors are hopeful that the Union Budget 2025 will deliver measures to revive consumption and economic growth. Key expectations include income tax relief, avoiding new taxes on investors, boosting capex, and setting clear divestment goals. The Budget’s impact on the stock market remains crucial.
AI stocks: Midterm elections could threaten AI trade as data center backlash grows
Public opposition to US data centers and the November midterm elections could reshape AI infrastructure investment. Increased regulatory scrutiny, rising electricity costs and construction delays
October 23, 2026