JPMorgan CEO Jamie Dimon warns AI and ‘dumb things’ can trigger a 2008-like crisis
Jamie Dimon warned markets resemble pre-2008 conditions, citing risky behaviour, elevated asset prices and AI-driven disruption. He said people are doing “dumb things” to make money, warned of cyclical downturns ahead, and cautioned that enthusiasm around artificial intelligence could destabilise software and technology sectors globally over time.
A six-month slump for a former multibagger: What is going on with Eternal?
Eternal, once a star stock, faces a slump. Competition in food delivery and quick commerce intensifies. Valuations were high, and a leadership change added uncertainty. While core businesses improve, investors seek predictable earnings. The company’s strong cash position offers long-term support. Analysts suggest cautious accumulation.
Waaree, Premier Energies plunge up to 10% after US slaps 126% initial solar import duty. What are experts saying?
Indian solar manufacturers like Waaree Energies and Vikram Solar faced significant stock drops after the US imposed hefty preliminary duties of up to 126% on imports from India. Citing unfair subsidies, these tariffs could severely limit access to the crucial US market for Indian companies, impacting their export-oriented businesses and investment plans.
Top 5 mid cap mutual funds to invest in February 2026
ETMutualFunds has shortlisted the top midcap mutual funds based on mean rolling returns, consistency over the last three years, downside risk, outperformance and asset size. The threshold is Rs 50 crore.
Decoded: The viral doomsday AI memo that roiled Wall Street
A viral 7,000-word Substack essay by Citrini Research founder James van Geelen sparked a sharp selloff on Wall Street by outlining a hypothetical 2028 “Global Intelligence Crisis.” The scenario imagines AI wiping out white-collar jobs, crushing software revenues, straining credit and housing markets, and triggering a deflationary economic cascade.
Vedanta shares rise 5% as BofA upgrades stock to Buy, raises target price by 75%. Here’s why
Vedanta Ltd shares surged upto 5% on Wednesday after BofA Securities upgraded the stock to “Buy” from “Neutral” and raised its target price sharply to Rs 840 from Rs 480. The brokerage turned positive on the back of a stronger outlook for aluminium and supportive silver prices, along with an estimated FY27 dividend yield of […]
Piyush Pandey sees buying opportunity in IT stocks despite AI fears
Piyush Pandey believes AI disruption fears for Indian IT stocks are overblown, with current valuations being “extremely comfortable.” He sees long-term opportunities outweighing short-term volatility, predicting improved performance in FY27 compared to FY26 due to increased productivity and a shift to outcome-based projects.
Silver prices jump Rs 7,200, gold reclaims Rs 1.6 lakh as tariff, geopolitical uncertainty looms. What are experts saying?
Gold reclaimed the Rs 1.6 lakh mark while silver surged Rs 7,200 on the MCX amid tariff uncertainty and geopolitical tensions. Experts expect continued volatility, with support from global cues and dollar movement, while advising cautious trading strategies as markets react to evolving macroeconomic and geopolitical developments.
Global Market | Jonathan Schiessl on how investors can navigate global market volatility
Global markets are witnessing a significant rotation from mega-cap tech to real assets, cyclicals, and industrials. In India, IT faces AI disruption fears, while banking and defensive sectors gain traction. Opportunities are emerging in pharmaceuticals’ GLP-1 generics and attractive metals valuations.
Asia and select Europe markets look attractive amid US concentration risks: David Gibson Moore
US equities have seen strong gains driven by AI mega-caps. Concerns about market concentration and high valuations are prompting investors to look beyond the US. Asia, including India, South Korea, and Indonesia, shows improving fundamentals. Select European markets, particularly manufacturing and defence, also present compelling opportunities for diversification in the coming months.