US stocks: US market ends lower as tech stocks weigh on sentiment

Wall Street ended lower on Friday, with AI chip stocks experiencing a significant downturn while Moderna and other healthcare companies surged. Investors are weighing the long-term potential of AI against concerns about the substantial investment required for data centers. Inflationary pressures, fueled by energy prices and chip costs, remain a concern, impacting companies like Apple […]

ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEO

Global markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGiri emphasizes buying with a margin of safety and staying committed to high-conviction ideas. The focus remains on cash-flow generation, even in new-age businesses, with opportunities emerging in a stock-picker’s market. Long-term wealth creation is […]

ETMarkets Smart Talk | As FD rates soften, AAA PSU and corporate bonds are gaining traction: BondScanner CEO

As fixed deposit rates dip, investors are turning to high-rated PSU and corporate bonds for better returns. Improved retail access and regulatory reforms are making these instruments more appealing. Experts highlight that while yields are attractive, understanding credit ratings, security, cash flows, and liquidity is crucial for investors to differentiate between genuine opportunities and potential […]

Global Market: US weekly jobless claims drop more than expected

US unemployment claims saw a sharper-than-expected drop last week, signaling continued labor market strength. Despite this positive sign, a rise in continuing claims suggests employers are cautious about hiring, potentially impacting job seekers, especially recent graduates facing competition from AI. The median unemployment duration has also lengthened, indicating a tougher job search for many.

Global Market: US revises 2026 first-quarter GDP growth up to 2.1%

The US economy showed stronger growth than initially thought in the first quarter, reaching an annual rate of 2.1 percent. This upward revision was largely due to a decrease in imports, which positively impacts GDP calculations. Key drivers of this expansion included investments, exports, government spending, and consumer spending, with the booming Artificial Intelligence sector […]