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AI AND TRADE RELATIONS
AI capitalist China vs command-control USChina and the United States pursue contrasting approaches to artificial intelligence development. The US government leads with public resou...- Global Market: China stocks rally 1% as Trump-Xi meeting raises trade hopesChina’s stock markets rose strongly as investors anticipated progress in upcoming US-China trade talks between Donald Trump and Xi Jinping....
- Global Market: Nikkei gains 1% as AI, chip stocks rally; BOJ hikes ratesThe Bank of Japan raised its policy rate to a 31-year high of 1.25% to contain inflation risks. Japanese technology stocks rallied as easin...
- In Silicon Valley, AI data center boom meets local resistanceIn Silicon Valley's biggest city, residents and environmental groups are organizing against a wave of proposed data center projects that of...
- India’s ‘anti-AI’ trade hides 42 AI-enabler stocks that rallied 60% already: Goldman SachsIndia’s Nifty has declined 12% in 2026, but Goldman Sachs’ basket of 42 AI enablers has surged 60%. Power, data centres and semiconductor c...
- Apple considers Nvidia tech for return to server market, The Information reportsApple is developing an enterprise AI server for AI developers, businesses and governments that could come in versions featuring either two ...
- Rs 1.13 lakh crore boom in one corner, a bust in another: What changed in the AI trade?Indian IT stocks surged as calls for a slower pace of frontier AI development eased concerns over disruption to traditional software servic...
- Global Market: Japan’s Nikkei rises 1% as SoftBank rebounds from AI selloffJapan’s Nikkei recovered from early losses to rise around 1%, driven by a 9.13% rebound in SoftBank as investors reassessed concerns over s...
- AI restraint debate lifts outlook for India tech services stocksIndian technology services stocks may see a reprieve from recent declines. Calls to slow artificial intelligence development could boost th...
- Global Market Today: Asian stocks edge lower on AI concerns, oil gainsMSCI’s Asia Pacific equities gauge slipped 0.1%, with benchmarks in Japan and South Korea edging lower. The move followed a retreat on Wall...
- AI slowdown trade hits Nvidia, SoftBank, SK Hynix as global tech stocks fall up to 10%Global tech and AI-linked stocks plummeted as investors reacted to growing safety concerns and calls from industry leaders like Anthropic’s...
- Global AI stocks fall as industry chiefs call for slowing developmentAnthropic CEO Dario Amodei, in a lengthy essay shared on X on Saturday, called on AI companies to slow the rate at which they advance model...
- AI-linked Asian stocks slump after top lab CEOs call for slowing down technology's developmentAnthropic CEO Dario Amodei called on AI companies to slow the rate at which they advance model capabilities amid mounting fears of misuse o...
- Global Market: China stocks mixed, Hong Kong shares edge higher as AI weakness weighsChina's mainland stocks traded mixed on Monday as AI and semiconductor shares fell, dragging the CSI AI Index down 1.2% and the STAR50 down...
- Global Market: South Korean shares fall as AI concerns weigh; won strengthensSouth Korean shares fell sharply on Monday, led by technology stocks, as concerns over the pace and risks of artificial intelligence develo...
- Global Market: Japan stocks fall as AI concerns hit tech shares; Nikkei down 1.6%Japan’s Nikkei fell 1.6% on Monday, dragged by technology and semiconductor stocks as concerns over the pace and risks of artificial intell...
- ETMarkets Smart Talk | Defence, power, EMS, AI proxies: Why FOMO is driving parts of the mid- and smallcap rally, says V SrivatsaThe valuation gap is becoming difficult to ignore. While the Nifty 50 is trading at around 21 times earnings, the Nifty Midcap and Smallcap...
- Chinese President Xi announces open-source AI ecosystem in 5-point BRICS planXi's announcement at the concluding session of the BRICS summit is widely seen as an effort to position Beijing as a central technology par...
- Chinese President Xi announces open-source AI ecosystem in 5-point BRICS planChinese President Xi Jinping announced plans for an open-source AI ecosystem for BRICS nations. This initiative aims to boost cooperation i...
- China AI developer Z.AI launches $5 billion Hong Kong share, convertible bond sales, term sheet showsThe fundraising comes as Chinese AI developers seek capital for the costly computing infrastructure and talent needed to compete with large...
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