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Subscribe to enjoy similar stories.The likes of Intel and Micron Technology have powered the market higher in recent weeks but escalating geopolitical worries could scuttle the chip-stocks rally.In a research note published on Monday, Gavekal Research CEO Louis-Vincent Gave named the looming summit between U.S. President Donald Trump and China’s premier Xi Jinping as one reason for investors to feel cautious about the semiconductor sector.The two leaders are set to meet in China on Thursday and Friday, Beijing confirmed.Trump needs to replenish the U.S.

Subscribe to enjoy similar stories.Mumbai: For Mumbai-based tech professional Ketan Madhav, weekends are reserved for a subject he pursues with almost religious zeal—food. Every Saturday, he and his friends pick a newly opened restaurant and work their way through a smorgasbord of options, ranging from coastal Indian fare to exotic cuisines from faraway lands.

Subscribe to enjoy similar stories.Tata Trusts chairman Noel Tata has opposed the reappointment of vice-chairmen Venu Srinivasan and Vijay Singh at Tata Education and Development Trust (TEDT), deepening divisions within the philanthropic entities that control the group.With the latest development, at least one expert predicted that the schisms at the controlling trusts, which own nearly two-thirds of Tata Sons, the holding company of the Tata Group, show no signs of ending. Most decisions of the trusts require unanimous endorsement of the trustees.TEDT now has three trustees left: Noel, Mehli Mistry, a confidante of the late Ratan Tata, and Jehangir Nariman Mistry, a lawyer with Mulla & Mulla and Craigie Blunt & Caroe.

Subscribe to enjoy similar stories.Back in school, Gaurav Banerjee wrote some poetry, following in the footsteps of his father, a civil servant who was also a poet. He didn’t think it was anywhere close to what his father wrote nor good enough to be shown to anyone.

Subscribe to enjoy similar stories.BENGALURU: India’s quick commerce sector may be entering a new phase where blistering growth begins to cool even as the overall momentum remains intact.Eternal Ltd’s Q4 shareholder letter showed Blinkit’s net order value (NOV) grew 8% to ₹14,386 crore sequentially, compared to 13% growth QoQ in the previous quarter. On the other hand, Instamart’s gross order value (GOV) fell to ₹7,881 crore from ₹7,938 crore in the previous quarter.

Subscribe to enjoy similar stories.Indian IT’s mid-tier firms are narrowing the gap with the industry’s six largest players in terms of incremental revenue, even as growth slows across the board amid AI disruption and demand uncertainty.Coforge, Mphasis and five similar companies saw growth moderate, but the rate of decline in new business in FY26 was slower than that of the country’s six largest software exporters, which include the likes of Tata Consultancy Services (TCS) and Infosys.Together, these seven mid-tier companies, each with annual revenue between $1 billion and $2 billion, added $1.1 billion in new business in FY26, down from $1.25 billion in FY25. In comparison, the six largest firms, with annual revenue in a range of $5-30 billion, added $1.9 billion, down from $2.28 billion in FY25, according to a Mint analysis of company filings.This suggests that mid-tier tech firms are closing the gap with larger peers in incremental business.

Subscribe to enjoy similar stories.One of the more surprising stock stories of 2026 has to be Coca-Cola’s year-to-date outpacing of the S&P 500 index and its ancient foe, PepsiCo—with the latter point being as significant as the former to well-versed investors.Of course, this is the shortest of short time periods, the very opposite of what Coke’s biggest champion, Warren Buffett, the recently retired CEO of Berkshire Hathaway, would consider prudent. In fact, over the past nine years—basically the tenure of Coke’s former CEO James Quincey, who stepped down on March 31—Coke’s stock performance has been decidedly meh versus the market, though again, superior to Pepsi’s, for those keeping score at home.Why, then, does Berkshire continue to hold 400 million shares of Coke, a stake that Buffett built in the late 1980s and now worth some $31 billion, accounting for 9.3% of that company and 9.6% of Berkshire’s investment portfolio? (Note that new Berkshire CEO Greg Abel has called Coke one of Berkshire’s “core four” investments, along with Apple, Moody’s, and American Express.)A look at the current state of Coke—“by America’s side for 140 years of its 250 years”—provides some compelling clues.First, let’s acknowledge the brisk headwinds Coke faces.

Subscribe to enjoy similar stories.Patience may be the greatest virtue, but few professional investors have the privilege of practising it. In real life, money managers live in constant fear that their investors will flee—and their jobs will be toast—if they fail to keep up with their benchmarks for several quarters or, heaven forbid, years. The only living exception is Warren Buffett.

Subscribe to enjoy similar stories.Air India has pushed the start of its maintenance, repair and overhaul (MRO) facility at Kempegowda International Airport in Bengaluru by at least a year to January–March 2027, as construction remains unfinished, according to three people familiar with the matter.The airline’s inability to source construction materials including steel and bolts from domestic manufacturers is the key reason for the delay.Planned on a 35-acre site, the facility, designed with 12 hangar bays to service both narrow-body and wide-body aircraft, is still under construction, one of the persons quoted said, requesting anonymity due to the sensitivity of the issue.In its first phase it will have 3 widebody and 2 narrowbody hangar bays. Hangars are spaces where aircrafts are parked, maintained, and repaired.

Subscribe to enjoy similar stories.Mahindra and Mahindra Ltd's group chief executive, Anish Shah, is shifting his focus to deploying artificial intelligence, as the conglomerate closed its fifth year under his leadership with double-digit profit growth.The Mumbai-based company has crafted a strategy to increase revenue, which surged 26% year-on-year to ₹1.98 trillion in 2025-26, by using AI to enhance the service experience, improve marketing efficiency, and shorten the time-to-market for new products.Revenue surge was powered by a 20% on-year jump in sports utility vehicle (SUV) volumes to over 660,000 units, dethroning rival Hyundai Motor India from the second position, while net profit rose 32% on-year to ₹18,621 crore, further supported by growth across its business segments and a reduction in loss-making assets overseas.Its real estate and logistics business, Mahindra Lifespaces and Mahindra Logistics, reported a 50% rise in profit after tax, while its automobile segment—the largest contributor—posted 33% profit growth. Tech Mahindra Ltd, India's fifth-largest IT services company, ended the fiscal year with a 7% rise in net profit.Now, M&M wants to improve efficiencies to further boost revenue while reducing costs and turnaround time.“Over the past few months, I have spent an hour a day on AI, one hour every day.

Subscribe to enjoy similar stories.Eli Lilly Chief Executive Dave Ricks was on stage with Nvidia founder Jensen Huang earlier this year in San Francisco touting the company’s tech prowess when Huang teased him about the painstaking process of developing new drugs.“I’m really hoping that your industry moves from drug discovery which is kind of like wandering around the forest looking for truffles,” Huang said, in front of a crowd of biotech and pharma investors.Indeed, Ricks and the rest of the pharmaceutical industry are looking to expand beyond collecting soil samples and bark pieces to find new drugs and are instead turning their hopes—and investment dollars—to AI. Lilly first announced a partnership with chip-maker Nvidia in October to build what it called the industry’s most powerful supercomputer, and expanded that in January with a $1 billion, five-year collaboration mixing their scientists and engineers in a new Bay Area lab aimed at discovering new medicines with AI tools.They aren’t alone.

Subscribe to enjoy similar stories.“Do you think you’re Superman?” Meera (Sai Pallavi) scolds her colleague Dino (Junaid Khan) after he nearly gets run over saving a child who wanders into traffic. He protests, and he’s right to. Dino is uncoordinated, underconfident, uncertain.

Subscribe to enjoy similar stories.Intel CEO Lip-Bu Tan became the latest technocrat to embrace quantum computing on Thursday as privately held PsiQuantum announced he would be joining the company’s board.It’s a big step for someone who has previously cited quantum computing as a strategic priority. Back in February, Tan described quantum as “another big area coming up is around the corner” in relation to how large amounts of data are processed.Even before then, the executive had ties to PsiQuantum and other players in the industry.

Subscribe to enjoy similar stories.OpenAI recently missed its own targets for new users and revenue, stumbles that have raised concern among some company leaders about whether it will be able to support its massive spending on data centers.Chief Financial Officer Sarah Friar has told other company leaders that she is worried the company might not be able to pay for future computing contracts if revenue doesn’t grow fast enough, according to people familiar with the matter.Board directors have also more closely examined the company’s data-center deals in recent months and questioned Chief Executive Sam Altman’s efforts to secure even more computing power despite the business slowdown, the people said.The spending scrutiny is constraining Altman’s once-boundless ambitions ahead of a potential initial public offering that could take place by the end of the year. Friar and other executives are now seeking to control costs and instill more discipline in the business, at times putting them at odds with their CEO, people familiar with the issue said.“We are totally aligned on buying as much compute as we can and working hard on it together every day,” Altman and Friar said in a joint statement.

Subscribe to enjoy similar stories.Berkshire Hathaway may be de-emphasizing its smaller stock picks under CEO Greg Abel and the selloff Monday in Domino’s Pizza would support such a pullback.Berkshire owned just under 10% of Domino’s—some 3.35 million shares—at year-end. The stock fell nearly 9% Monday to $335.51 and hit a new 52-week low earlier in the session after the company reported results for the March that missed the consensus estimate on both revenue and earnings.Berkshire bought most of its stake in late 2024 at what Barron’s estimates is a price of between $400 and $450 and added to the holding in the fourth quarter of 2025.

Subscribe to enjoy similar stories.In a shift from the ‘growth at any cost’ era, IT services industry leaders like Infosys Ltd, HCL Technologies Ltd, and Tech Mahindra Ltd are increasingly avoiding low-margin contracts, preferring to sacrifice top-line revenue to protect their bottom lines from the impact of artificial intelligence (AI).The change comes as generative AI begins to affect the traditional outsourcing model. By automating tasks that previously required thousands of engineers, AI is compressing deal values and forcing firms to choose between hyper-competitive, low-yield work and more lucrative, automated services.The impact of this selectivity is already showing up in the books.

Subscribe to enjoy similar stories.The rise of artificial intelligence-powered self-learning tools is forcing India’s upskilling companies to redesign their programmes to attract a broader, non-technical learner base.Upskilling firms such as Great Learning, Temasek-backed upGrad and Prosus-backed Eruditus, among others, have introduced no-code tracks within existing skilling programmes and launched targeted courses for non-technical learners in areas that previously required coding knowledge, the firms told Mint.This comes amid rapid improvements in generative AI models, which are increasingly capable of performing tasks that once required months of technical training.Learners are now wary of sitting through three to six-month-long courses for something that can be done in minutes using AI, said Arjun Nair, co-founder of Great Learning, which was formerly a Byju’s group company.“The models have become dramatically better. Whether it is Claude, Gemini, or OpenAI models, their capabilities have improved sharply in the last three to six months,” Nair said.

Subscribe to enjoy similar stories.A little more than three years after the launch of ChatGPT, the chief executives of India's top information technology (IT) services companies are beginning to acknowledge concerns that artificial intelligence (AI) is eroding revenue.Over the last two weeks, bosses of Tata Consultancy Services Ltd, Infosys Ltd, HCL Technologies Ltd, Wipro Ltd, and Tech Mahindra Ltd have all pointed to AI squeezing revenues, and addressed concerns around higher productivity benefits. More AI tools mean lower human involvement, leading to lower billing rates and, ultimately, lower business.

Subscribe to enjoy similar stories.India’s top private-sector banks reported a marked improvement in asset quality in the March quarter, with no visible stress in their loan portfolios despite the US-Israel-Iran war.The gross non-performing asset (GNPA) ratio either declined sequentially or remained stable, highlighting resilient credit performance across segments, largely due to lower slippages and stabilization in microfinance portfolios.While HDFC Bank, ICICI Bank, Axis Bank, RBL Bank and Yes Bank continued to report sub-1.5% GNPA levels, others, such as IndusInd Bank and IDFC FIRST Bank, saw a moderation in stress over the previous quarter.However, the improvement hides a cautious undertone, with lenders increasingly building buffers and stress-testing their portfolios against adverse global scenarios.Axis Bank has taken the most explicit stance, frontloading provisions to prepare for potential shocks. During the fourth quarter, it created a one-time additional provision of ₹2,001 crore as part of a voluntary enhancement of its provisioning framework.“Based on an assessment of evolving and unpredictable macro and geopolitical uncertainties, the bank created an additional one-time provision…This action is prudent and precautionary in nature and does not reflect deterioration in asset quality,” chief financial officer Puneet Sharma said in the earnings call on 25 April.The bank’s internal stress scenarios assume extreme conditions, including crude oil prices exceeding $150 per barrel, inflation at 7.4%, and a 20% currency depreciation in 2026-27.“Based on some of these test scenarios, we look at which accounts could go into NPL…and based on that, this number is right.

Subscribe to enjoy similar stories.One day in March 2026, a senior software developer, Kovanikov, found himself thoroughly offended. He had just received a cold outreach email from the CEO of AI startup, Composio, inviting him to call in. The email was obviously written by an AI assistant, Jarvis.