AMD's AI-powered revenue forecast fails to wow investorsYet, its shares fell nearly 9% in extended trading, suggesting that investors were looking for an even stronger outlook after the stock mor...
05 Aug, 2026, 08.54 AM IST
Chip stock rout deepens: SOX in bear mode as Nvidia, Micron, SK Hynix lead lossesSemiconductor stocks have seen a significant market capitalization drop recently. Investors fear an artificial intelligence bubble and Chin...
04 Aug, 2026, 01.19 PM IST
AI may hurt IT today, but it could create the sector's next growth engine: Baroda BNP Paribas MFAI may disrupt traditional revenue streams in India’s $280-billion IT services industry, but Rohan Korde of Baroda BNP Paribas Mutual Fund ...
02 Aug, 2026, 04.02 PM IST
Korea’s leverage trap has an echo in IndiaIndian brokers are lending large sums to retail investors, creating systemic risk. Retail investors are borrowing heavily to buy stocks at ...
31 Jul, 2026, 01.11 PM IST
Kospi’s mammoth 17% surge spells caution for Indian IT stocks. Why TCS, Infosys, others are down up to 5%Indian IT stocks declined after renewed optimism around global AI and cloud spending after strong earnings from tech giants. Meanwhile, glo...
31 Jul, 2026, 10.32 AM IST
Technology sector funds dominate July returns; 9 mutual funds deliver over 10% gains. Should investors ride the rally?Technology sector mutual funds achieved substantial gains during July. HDFC Technology Fund led with a remarkable 16.91% return for investo...
31 Jul, 2026, 09.26 AM IST
Global chip rout: How should investors play India's AI trade that gave up to 400% returns this year?Global AI stocks face a sharp selloff, impacting Indian investor strategies. Indian markets focus on infrastructure like data centers and p...
30 Jul, 2026, 09.26 AM IST
Hated till June, hottest in July! What’s driving the Rs 3.8 lakh crore boom in IT stocks?Indian IT stocks saw a remarkable July rally, adding significant market value and reversing investor pessimism. This surge was largely driv...
30 Jul, 2026, 08.57 AM IST
Global Market: China stocks slip as AI-linked selloff deepens; Hong Kong gains on internet sharesChinese stocks fell Wednesday as artificial intelligence shares faced selling pressure. Hong Kong shares outperformed, driven by strong gai...
29 Jul, 2026, 11.07 AM IST
$600 billion wiped out in a month, cracks exposed in SK Hynix chipsSK Hynix shares have seen a significant decline recently. Concerns about market overcrowding and leverage have impacted the stock. Recent r...
29 Jul, 2026, 07.35 AM IST
AMD says its newest AI server is in full production, will ship in monthsThe Helios servers will contain AMD's latest MI455X AI accelerator with its new Venice central processor, both of which are made by Taiwan ...
24 Jul, 2026, 08.19 AM IST
CCI clears cash logistics provider Brink’s acquisition of NCR AtleosThe Competition Commission of India has approved Brink's Company's acquisition of NCR Atleos. This acquisition, valued at approximately $6....
22 Jul, 2026, 10.51 PM IST
Global Market: Chinese stocks advance on AI, chip rally; Hong Kong shares slipChinese mainland stocks advanced, led by gains in AI, semiconductor and metal shares, while Hong Kong equities declined as investors booked...
22 Jul, 2026, 10.35 AM IST
ETMarkets Smart Talk | Power, electricals and cooling could be biggest winners of India’s $25 billion data-centre boom: Atul SuriIndia's data-centre expansion will drive significant investment in physical infrastructure. Power equipment and electricals are poised to b...
21 Jul, 2026, 09.00 AM IST
US Stock Market: Earnings season gathers pace as AI heavyweights, chipmakers take centre stageUS corporate earnings season is set to accelerate this week with key tech giants announcing their results for this quarter. Investors antic...
20 Jul, 2026, 09.31 AM IST
China's Kimi K3 emerges as a low-cost rival to Anthropic's Fable 5China's Kimi K3 AI model is now challenging premium frontier models with its performance. It joins Meta's Muse Spark and Google's Antigravi...
19 Jul, 2026, 09.59 PM IST
OpenAI’s Codex Micro Keyboard launches at $230: A quiet debut for the AI coding companionOpenAI has introduced the Codex Micro, a specialized mechanical keypad for developers. This compact device features programmable keys and a...
17 Jul, 2026, 01.09 AM IST