AI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slo...

For most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assump...

Thursday saw declines in the S&P 500 and Nasdaq indexes, primarily due to a renewed slump in chip stocks that outweighed positive earnings ...

TSMC will invest an additional one hundred billion dollars in Arizona facilities. This expansion underscores strong confidence in future ar...

IBM shares rebounded nearly 2% in premarket trade after plunging 25% in their worst single-day fall in 58 years, wiping out nearly $70 bill...

Indian IT stocks such as TCS, Infosys, Wipro, HCLTech, Tech Mahindra, Persistent Systems and Coforge declined up to 2.5% after IBM plunged ...

Infosys and Wipro ADRs fell after IBM forecast weaker-than-expected quarterly revenue, signalling enterprise spending is shifting from soft...

The AI momentum came as TCS posted a 5% year-on-year rise in consolidated net profit to Rs 13,349 crore for the quarter ended June 30, whil...

AI-linked stocks are showing signs of fatigue as investors lock in profits. Semiconductor and memory-chip makers have seen sharp retreats f...

South Korea plans record budget spending exceeding 800 trillion won for fiscal 2027. This significant spending will be supported by stronge...

Wall Street enters the second-quarter earnings season with expectations near record highs, leaving companies with little room for disappoin...

SK Hynix shares surged 14% in their Nasdaq debut after a $26.5 billion offering, highlighting strong investor demand for AI-linked chip sto...

Major AI data center builders have doubled their debt in five years. This borrowing finances an unprecedented spending spree for economic t...

SK Hynix begins US trading after a $26.5 billion ADR sale, expanding investor access to its AI memory chip business. The Nasdaq listing cou...

SK Hynix's U.S. debut tests investor belief in the AI boom's durability. The South Korean chipmaker's offering is the second-largest share ...

HSBC has reassessed its position on emerging markets equities, shifting to an 'overweight' stance due to rising volatility in Asian markets...

Jefferies strategist Chris Wood has warned that Wall Street's hyperscalers risk massive capital destruction from excessive AI spending, arg...