investment cycle

Zoho founder Sridhar Vembu echoed Larry Ellison's view that AI is rapidly commoditizing, with value shifting to applications built around it. Ellison argued that similar public data training makes AI models less of a differentiator, emphasizing exclusive datasets as the future competitive edge. Vembu also recently described the AI boom as a significant investment bubble.

IPL governing council chairman Arun Dhumal said the league’s media rights growth is unmatched in global sport, highlighting its massive return on investment in just 18 years. He credited fan engagement, close contests and the IPL’s talent pipeline for India’s cricketing dominance and growing commercial value

Odisha is set to introduce a new land leasing policy for short-term tourism projects like tent cities and glamping. The state government is exploring leases of up to 30 years, moving away from the traditional 99-year model. This initiative aims to boost innovative, eco-friendly tourism and optimize land use, encouraging investment in flexible, experience-based accommodations across the state.

JPMorgan Chase CEO Jamie Dimon has fiercely criticized Coinbase CEO Brian Armstrong and vowed to oppose the Clarity Act, a digital-asset bill advancing in Congress. Dimon dismissed Armstrong's stance and stated banks will not accept the current legislation, which centers on stablecoin interest payments. Banks argue these yields lack regulatory safeguards, while crypto firms see them as customer rewards.

Maharashtra faces a political storm as the NCP (Sharad Pawar faction) accuses the state government of pushing nearly three lakh small contractors into financial distress due to mounting public debt exceeding Rs 10 lakh crore and alleged payment delays. The opposition claims contractors are struggling to survive, prompting them to seek Union Finance Minister's intervention.

Sebi has proposed allowing road InvITs to add back major maintenance expenses funded by external debt when calculating Net Distributable Cash Flow (NDCF). This move aims to address industry concerns about reduced distributable cash, as these expenses, though crucial for asset longevity, cannot be capitalized. The proposal, following industry representations, requires unitholder approval and extensive disclosures.

Your personal year, influenced by Number 6, brings significant career shifts and financial awareness, demanding discipline in spending. Relationships will be emotionally revealing, leading to deeper connections and clarity. Prioritize health through consistent routines and stress management, as travel offers healing and inspiration.

Zoho founder Sridhar Vembu warns the AI boom is a massive investment bubble, potentially the largest yet. A viral post claims AI growth relies on 'round trip revenue loops,' where tech giants fund AI startups with cloud credits, which startups then spend on those same giants' servers. This creates inflated revenue and paper profits, mirroring the dot-com crash.

In the cases of both South Korea and Taiwan, the stock market rally is fuelled by a powerful surge in semiconductor giants that are benefiting from the global artificial intelligence boom.

Recent fuel price hikes have ignited debate over oil marketing companies' (OMCs) profits amid the Middle East crisis. Despite a reported Rs 77,821 crore profit for FY26, a closer look reveals thin margins, past losses, and a lag in reflecting current crude price impacts. These profits are crucial for investments and national energy security.

For those born on May 28th, the next 12 months, influenced by Number 7, promise career ambition and financial lessons. Relationships will see emotional growth and clarity, while health requires stress management and consistency. Travel offers dynamic opportunities, leading to inspiration and renewed perspective.

The Dwarka Expressway has transformed Gurugram's real estate, shifting from peripheral development to integrated urban growth. With major sections operational and supporting infrastructure progressing, the corridor has seen unprecedented value appreciation, making it a smart investment choice for its strategic location and maturing social infrastructure.

Many salaried taxpayers are already gearing up to submit their returns, hoping to finish the process early, receive refunds sooner or avoid the usual rush closer to the deadline. But before rushing to file, there is one crucial question taxpayers should consider.

Individuals born on May 19th face a transformative year under Number 7's influence. Expect significant career and financial reassessments, with potential shifts and growing stability by early 2027. Relationships may be intense, demanding emotional maturity and clearer boundaries. Prioritize emotional balance and disciplined routines for health, with energy levels improving from August 2026.

For those born on May 20th, the upcoming year, influenced by Number 9 and Mangal Dev, brings professional challenges and financial discipline. Relationships will offer emotional lessons and deeper self-awareness, while health requires attention to stress management. Travel may initially be practical but will become more rewarding and fulfilling later in the cycle.

This year, influenced by Number 5, individuals born on May 26th will experience career growth and financial planning opportunities, though initial challenges require patience. Relationships will deepen with a focus on compatibility and commitment, while health demands attention to stress and consistency. Travel offers meaningful experiences, from short trips to significant journeys.

Bollywood actress Yami Gautam shared that true fashion reflects your personality and comfort, a refreshing perspective amidst fleeting internet trends.

Targeted Policy Support And Cluster-Based Development Could Turn Tn Into A Sports Goods Manufacturing & Exporting Hub

For fuel, price hikes will do the job. For rupee, a hike in interest rates, one-time dollar bonds issue for NRIs & capital gains tax rejig will do the trick. Remember, our macros are just fine

Foreign investors have continued their withdrawal from Indian equities, with net outflows reaching Rs 27,048 crore this month. This selling spree, totaling Rs 2.2 lakh crore in 2026, is driven by global macroeconomic uncertainty, geopolitical tensions, and a stronger US dollar making developed markets more attractive.