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July 10, 2026

TCS Fell 40%. This AI Stock Doubled. Here’s the Real Impact of the 4 O’s of AI Bubble on Indian Stocks

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 […]