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Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...- Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...
- ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...
- AI rout exposes Wall Street's $270 billion speculation machineA recent tech sell-off exposed how modern speculation amplifies both rallies and reversals. Retail investors' enthusiasm for leveraged prod...
- US stocks: US market ends lower as tech stocks weigh on sentimentWall Street ended lower on Friday, with AI chip stocks experiencing a significant downturn while Moderna and other healthcare companies sur...
- US stocks fall as report of OpenAI IPO delay causes jittersWall Street stocks fell on Friday, capping a roller-coaster week for tech stocks as traders fretted that valuations may be entering bubble ...
- US stocks Today | US stocks open lower as chip stocks resume slideIndian markets witnessed a dip on Friday, with technology stocks, particularly chipmakers, facing renewed selling pressure. Investors are n...
- Japan's Nikkei ends 4% lower as SoftBank tanks on OpenAI IPO delay reportJapan's Nikkei index experienced a significant drop of 4% on Friday, largely due to a sharp decline in tech investor SoftBank Group, which ...
- ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEOGlobal markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGir...
- Bleak job market for H-1B returnees; Delhivery investors' exitLaid off tech workers from the US face an unprecedented job slump back home. This and more in today’s ETtech Morning Dispatch.
- Italy's Domyn to launch open source frontier AI model within a yearThe Italian tech company Domyn plans to unveil an extensive, fully open-source AI model in less than a year, putting it on track to compete...
- Tech entrepreneurs seeking the next AI frontier are pivoting from chatbots to 'world models'AI is evolving beyond text-based chatbots, with researchers now focusing on "world models." These advanced systems aim to teach AI to under...
- Indian investors lead the world in AI adoption for finance, but still trust humans with the final callIndian wealthy investors are leading the world in using AI for financial research and analysis, with 86% leveraging the technology. While A...
- Oil, AI and chips: The new resource race redrawing markets and nationsThe leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...
- K-Drama on Tech Street: AI rout hits global marketsTechnology stocks experienced a significant downturn, pulling major indices lower as a sharp selloff in Korean chipmakers raised concerns a...
- US Stock: S&P, Nasdaq end lower on semiconductor selloff as AI spending concerns mountIndian markets mirrored global trends as major indices, including the Nasdaq and S&P 500, closed at over a week's low on Tuesday. Semicondu...
- RIL's call to list Jio Platforms could unlock up to 35% valueReliance Industries shares surged as investors anticipate significant value from the upcoming Jio Platforms IPO, alongside advancements in ...
- ET Most Innovative AI Product Awards 2026: A step-by-step guide to the nomination processIndia's boardrooms have stopped asking if AI works. The ET Most Innovative AI Product Awards 2026 identify the products that prove how reco...
- Reliance Industries shares gain 3% as Jio files DRHP for India’s largest IPOReliance Industries share price rose 3% after Jio Platforms filed its DRHP for what could be India’s largest IPO. The issue will be entirel...
- US Stock Market: Micron earnings to test strength of AI-fuelled Wall Street rallyThe U.S. stock market's AI-fueled rally faces a crucial test with Micron Technology's upcoming earnings report. Investors are keenly watchi...
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