India's Nifty is surprisingly outperforming global tech giants like Nasdaq, South Korea, and Taiwan, marking a potential reversal in the AI...

BlackRock's Ben Powell is increasingly optimistic about Indian equities following a period of underperformance. He believes foreign investo...

India's economy remains resilient despite global uncertainties, with easing oil prices and improving supply chains offering some relief. Ho...

DBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...

Market strategist Andrew Freris warns Wall Street's rally is built on shaky ground, citing weak earnings and excessive AI enthusiasm. He ad...

Asian stocks surged to their best quarterly gain in 17 years, mirroring Wall Street's tech-led rally. The Japanese yen hit a four-decade lo...

Macquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...

South Korea's chip industry is poised for a significant boost amidst soaring demand for AI components. Analysts highlight this as a crucial...

South Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attri...

Wall Street stocks fell on Friday, capping a roller-coaster week for tech stocks as traders fretted that valuations may be entering bubble ...

Global stock markets are experiencing a cautious rebound following a tech sell-off, fueled by AI spending and hawkish US interest rate sign...

Elon Musk's net worth has dipped below the trillion-dollar mark following a significant slump in SpaceX and Tesla shares. Just weeks after ...

New Federal Reserve Chair Kevin Warsh may follow Alan Greenspan's approach of not intervening in financial bubbles, a strategy that led to ...

Masayoshi Son, SoftBank's CEO, dismissed concerns about an AI bubble, calling it an "insult to AI" and emphasising its nascent stage with v...

Databricks is significantly boosting its presence in India, recognising it as a key market for growth and revenue. This expansion is fueled...

Global tech and AI stocks are undergoing a necessary correction, not a collapse, according to Westminster Asset Management's Jonathan Schie...

Global finance expert Aswath Damodaran warns AI's massive infrastructure spending, funded by debt, poses a greater risk than the dot-com cr...