Is Microsoft overbuilding AI capacity? Bernstein says no, raises target price to $660Bernstein maintains an Outperform rating on Microsoft and raises its target to $660, citing disciplined AI infrastructure spending, flexibl...
11 Aug, 2026, 03.47 PM IST
Forget gold and stocks: Nvidia CEO Jensen Huang aims to make chips an investable asset, lines up $500 bn in financingNvidia CEO Jensen Huang said AI compute is emerging as a new investable asset class as the chipmaker partners with six major financial firm...
11 Aug, 2026, 10.52 AM IST
Microsoft could unveil Maia 300 AI chip as early as September: ReportMicrosoft plans to launch its new Maia 300 AI chip this autumn. The company is securing production capacity for over 300,000 chips by 2027....
11 Aug, 2026, 01.18 AM IST
Intel shares drop 5% after announcing $15 billion offering to support AI growthIntel shares fell over 5% after the semiconductor giant announced a $15 billion common stock offering to fund capital needs and support AI-...
10 Aug, 2026, 08.14 PM IST
South Korea to launch $3.5 billion chip fund, speed development of semiconductor hubsThe government will also provide a further 5 trillion won in trade finance for suppliers, Presidential Chief of Staff Kang Hoon-sik told a ...
10 Aug, 2026, 04.25 PM IST
Is 'Trumpflation' real? Why Wall Street fears this could be a reason for stock market crashWall Street's record rally faces a new test as 'Trumpflation' concerns grow alongside AI-driven pricing pressures. Sticky core PCE inflatio...
09 Aug, 2026, 04.15 PM IST
Global Market: SK Hynix approves $38.3 billion investment plan through 2031 to expand AI chip productionSK Hynix approved investments of 54.3 trillion won through 2031 to expand semiconductor production, targeting rising AI-driven demand. Fund...
07 Aug, 2026, 03.10 PM IST
Global Market: China, Hong Kong stocks rise as strong trade data and AI demand lift sentimentChina and Hong Kong equities advanced on Friday after stronger-than-expected July trade data reinforced confidence in the country's export ...
07 Aug, 2026, 11.57 AM IST
Global Market: Japan stocks fall over 1% as chip shares tumble, SoftBank declines despite earnings beatJapan's Nikkei fell over 1% on Friday, dragged down by a selloff in AI and semiconductor stocks, even as the broader Topix stayed roughly f...
07 Aug, 2026, 11.15 AM IST
AMD deepens AI inference bet with Taalas deal as chip race heats upToronto-based Taalas develops specialized silicon designed to reduce computing and memory bottlenecks in AI inference, the process of run...
07 Aug, 2026, 09.13 AM IST
Trump rolls out trade measures to counter China on solar and chips, slaps 15% tariff on polysiliconThe White House has established price floors and a fifteen percent tariff on polysilicon products. This action aims to bolster domestic chi...
07 Aug, 2026, 07.03 AM IST
Global Market: Japan's Nikkei jumps over 3% as AI stocks rally, upbeat earnings lift sentimentJapan’s Nikkei surged over 3%, led by AI-related stocks tracking Wall Street’s overnight rally. Strong corporate earnings and upgraded fore...
05 Aug, 2026, 10.55 AM IST
US weighs polysilicon price floor, tariffs to counter China in solar and chipsThe Trump administration plans price floors and tariffs on polysilicon imports. This move aims to protect domestic factories and compete wi...
04 Aug, 2026, 11.11 PM IST
SK Hynix rises 5% as brokerages launch coverage with bullish ratingsSK Hynix shares jumped five percent as brokerages began coverage with positive assessments, spurred by the company's strong position within...
04 Aug, 2026, 09.29 PM IST
Global Market: SoftBank earnings in focus as AI investment push raises funding, debt questionsSoftBank faces investor scrutiny over financing its AI expansion and managing debt. The company plans to fund significant AI commitments wh...
04 Aug, 2026, 02.06 PM IST
Apple’s M5 MacBook Air faces supply crunch amid global memory chip shortageAnthropic will soon offer in-country inference for its Claude AI models in India. This allows customer data to be processed on servers loca...
04 Aug, 2026, 10.00 AM IST
Why high-conviction investor Cathie Wood bought Nvidia after it erased billions from May highCathie Wood's Ark Invest bought nearly 79,000 Nvidia shares worth about $15.5 million after the AI chipmaker's recent selloff, reaffirming ...
31 Jul, 2026, 01.36 PM IST