One of the market’s hottest stock themes is buying everything AI can’t replace
As investors worry about all of the companies that AI will wipe out, they are rotating into the ones that ...
Tag: themes
3 themes that drove Wall Street’s wild week and the new U.S.-Iran conflict wildcard
Stocks swung wildly last week as investors wrestled with the impact of artificial intelligence on various sectors and the overall ...
5 themes that defined business and markets in 2025: Morning Squawk
This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Happy Wednesday and New Year's Eve. I've decided ...
Wealth creation surges in India as global HNIs embrace new investment themes
This year proved to be a landmark year for global wealth creation, marked by shifting investment behaviour, a surge in ...
Tariffs to have lasting impact, align with structural domestic themes and keep an eye on these 3 sectors: Dhananjay Sinha
The new round of US tariffs coming into effect today will have a deeper and more prolonged impact on India’s ...
AI, Ethics, and Big Data: Key Themes at the LAQSA’s IIQC 2025 Delhi edition
The Indian Institutional Quant Conference (IIQC) 2025, hosted at Taj City Centre in Gurugram, marked a defining moment for India’s ...
Slam dunk? Fundstrat’s Tom Lee considers two new themes for his Granny Shots ETF
Long-time market bull Tom Lee is considering two new themes for his Fundstrat Granny Shots US Large Cap ETF. On CNBC's ...
Dalal Street Week Ahead: Time to exit overheated themes, enter emerging plays
After six weeks of consolidation and trading in a defined range, the markets finally broke out from this formation and ...
SandeepTandon’s Top Themes: Power, infra, and India’s next big bets – India’s Elevated Perception = Elevated PE Multiples
Over the next five years, Tandon is bullish on sectors tied to India’s domestic economy. Power is seen as a ...
Devina Mehra shares her market wisdom: sectors, themes, global trends – Market Wisdom
Devina Mehra, Founder & CMD of First Global has emphasized the importance of maintaining a large and steady portfolio rather ...
