New Delhi, March 31 -- The AI-driven investment theme has been dominating the global investing landscape since last year. In fact, one of the major reasons behind the outflow of foreign capital from the Indian market in 2025 was that there were no major AI plays here.

Artificial intelligence (AI) not only dominated debates around its impact on human lives but also attracted strong investor interest.

There is no doubt that the technology can potentially disrupt almost every sector-from IT and healthcare to education.

While AI remains a compelling long-term investment theme, the sharp rally in AI stocks in 2025 has also raised concerns about a potential bubble. The key question now is whether the theme can continue to dominate the invest...