Macquarie expects the AI investment boom to unwind through a series of “rolling bubbles” rather than a single crash, as different segments of the AI ecosystem heat up and cool down over time. Global AI investment has surged to about $850 billion in 2026, far exceeding historical technology booms.
FIIs cut stake in 10 smallcap stocks for 3 consecutive quarters; shares fall up to 70% in CY26
FIIs reduced stakes in 235 BSE smallcap companies for three consecutive quarters. Nine stocks suffered 50–70% declines in CY26, highlighting sustained foreign investor selling and