Summary The 4 O’s of the AI bubble overinvestment, overvaluation, over-ownership, over-leverage split the Indian stock market in two: Nifty IT crashed over 40% from its December 2024 peak, while AI-infrastructure stocks like Netweb Technologies more than doubled. India briefly lost its MSCI top-10 spot in June 2026, but by July, the Nifty 50 was […]