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AI CHIP TRADE
Why Wall Street is selling chip stocks and buying Berkshire: Is Buffett’s old-school stock the new hedge against the AI trade, or an early warning for markets?- Global Market: Japan’s Nikkei falls as chip stocks retreat on AI spending concerns
- US stocks today: US stocks rise as SpaceX, Super Micro revive appetite for AI stocks
- From Rome to Washington, why governments are pulling DeepSeek off official systemsAt least eight governments, now including the US, have restricted the Chinese AI company's products. Most cite the same concern – user data...20 Oct, 2026, 06.22 PM IST
- ByteDance, Alibaba, Tencent place over $35 billion worth of Nvidia chip ordersUS-based chipmaker Nvidia has told customers and partners it cannot guarantee that it can fill the orders because demand from Chinese techn...20 Oct, 2026, 02.38 PM IST
- Japan’s $21 billion US chip bet raises questions over its own semiconductor revivalJapan has committed to investing $21 billion to establish two semiconductor factories in New York. This deal comes as Japan seeks to suppor...20 Oct, 2026, 10.31 AM IST
- Japan’s $21 billion US chip bet raises questions over its own semiconductor revivalJapan will invest up to $21 billion to build two chip factories in New York state, under a deal announced last week by GlobalFoundries, whi...20 Oct, 2026, 10.29 AM IST
- Tech under pressure on AI jitters, dollar slips: Markets wrapSouth Korea’s Kospi Index — a bellwether for AI investments — dropped 3.5%, with chip heavyweight SK Hynix Inc. heading for its lowest clos...20 Oct, 2026, 10.11 AM IST
- Korea’s KOSPI crashes another 5% as AI rout deepens; AI bellwether down over 40% from peakChip heavyweight SK Hynix Inc. headed for its lowest close since April. Data-center infrastructure company Elice Inc. plunged as much as 32...20 Oct, 2026, 09.38 AM IST
- Global Market: Japan's Nikkei falls as higher yields, inflation fears weighJapan's Nikkei share average fell on Tuesday, dragged lower by technology stocks as investors weighed rising bond yields and persistent inf...20 Oct, 2026, 08.50 AM IST
- AI stocks rebound as CoreWeave jumps on Goldman Sachs upgradeAI stocks rebound after last week’s sharp selloff, with semiconductor stocks leading the recovery. CoreWeave gains after Goldman Sachs upgr...19 Oct, 2026, 09.57 PM IST
- Amazon says its AI chips will work with popular coding language, challenging NvidiaAmazon has unveiled TorchNeuron, a revolutionary tool that enables PyTorch code to be executed seamlessly on its Trainium AI chips. This in...19 Oct, 2026, 09.22 PM IST
- US stocks today: S&P 500, Nasdaq climb as AI-linked stocks recover ahead of earningsUS stocks saw a significant recovery as semiconductor shares attracted investor attention following steep declines. The Nasdaq 100 and S&P ...19 Oct, 2026, 08.32 PM IST
- China stocks end higher as strong GDP outweighs AI jittersChina's economy expanded 4.5% year-on-year in the third quarter, topping forecasts and reducing the urgency for Beijing to step up support ...19 Oct, 2026, 12.51 PM IST
- China stocks inch higher as strong GDP offsets weak AI moodChina's blue-chip CSI300 Index edged up 0.1% by the lunch break, while the Shanghai Composite Index gained 0.2%. The Hong Kong market is cl...19 Oct, 2026, 09.52 AM IST
- Orthodontist Jim Woods invested $65,000 in Nvidia in 2000; by 2024, his stake had reached $15 millionIn 2000, Jim Woods was working full-time as an orthodontist. That same year, he placed $65,000 into Nvidia, then a relatively young tech co...17 Oct, 2026, 07.41 PM IST
- Global Market Today: Asian stocks advance as selloff in chips easesThe MSCI Asia Pacific Index advanced 0.6%, led by stocks in South Korea. Chip stocks rose with Samsung Electronics Co. and SK Hynix Inc. bo...16 Oct, 2026, 06.40 AM IST
- Global Market: TSMC set for sixth straight record quarterly profit on AI chip boomTSMC is expected to report its sixth consecutive quarter of record earnings, driven by surging AI chip demand and technology investments. A...15 Oct, 2026, 10.42 AM IST
- Global Market: Why China’s CXMT is putting global memory chip giants under pressureGlobal semiconductor stocks tumbled as Chinese chipmaker CXMT’s reported progress on a new memory chip design raised concerns about intensi...14 Oct, 2026, 12.05 PM IST
- AI traders behaving like casino gamblers? What made chip trade toxic and why that’s good news for IndiaGlobal AI stock enthusiasm hit a roadblock as South Korea's Kospi plunged 7.4% on chip competition concerns and Broadcom's warning on AI sp...13 Oct, 2026, 11.51 AM IST
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