China, India see top firms lose market cap share in AI lagMajor stock markets in China, India, and Hong Kong are lagging in the global AI race, with top companies now holding a smaller market share...
29 Jun, 2026, 01.00 PM IST
'One-time opportunity': South Korea bets big on AI boomSouth Korea's chip industry is poised for a significant boost amidst soaring demand for AI components. Analysts highlight this as a crucial...
29 Jun, 2026, 12.25 PM IST
Don't let AI chip off the old blockThe soaring demand for memory chips driven by artificial intelligence is leading to significant shortages that are affecting various indust...
28 Jun, 2026, 11.20 PM IST
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...
28 Jun, 2026, 10.33 AM IST
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...
27 Jun, 2026, 04.58 PM IST
Micron overtakes Meta in market value amid relentless AI infrastructure demandMicron Technology has surpassed Meta Platforms in market valuation for the first time, driven by a strong AI-fueled rally. The memory chip ...
26 Jun, 2026, 02.17 PM IST
US stocks | Micron overtakes Meta, Tesla in market value amid relentless AI infrastructure demandMemory chip giant Micron Technology has surpassed Meta Platforms in market valuation for the first time, driven by a robust AI-fueled surge...
26 Jun, 2026, 12.42 PM IST
Apple raises prices of MacBooks, iPads as memory costs skyrocketApple has increased prices for its iPad and MacBook models due to escalating costs of memory and storage chips, a surge fueled by the AI in...
26 Jun, 2026, 11.10 AM IST
Micron joins rivals pitching AI deals as cure for memory's boom-bust cycleMemory chip giants like Micron are forging long-term "take-or-pay" deals, securing billions from customers like Nvidia to ensure consistent...
25 Jun, 2026, 09.31 PM IST
Global chip stocks surge as blowout Micron results reignite AI rallyGlobal chip stocks experienced a significant rally on Thursday, fueled by Micron Technology's stellar financial results and optimistic outl...
25 Jun, 2026, 07.50 PM IST
Qualcomm forecasts $15 billion data center chip sales by 2029, shares soarQualcomm also said it expects $40 billion in revenue from chips outside its smartphone stronghold by 2029, up from previous estimates of $2...
25 Jun, 2026, 08.17 AM IST
Micron stock surges after Micron earnings report crushes estimates: How is AI demand driving Micron to new heights?Micron's earnings report highlights the rising influence of AI on the semiconductor sector. The company has exceeded projections while fore...
25 Jun, 2026, 06.33 AM IST
South Korea's SK Hynix says to raise $29 billion in ADR listingSouth Korea's SK Hynix is planning a record-breaking secondary listing on the U.S. stock market, aiming to raise up to $29.4 billion. This ...
24 Jun, 2026, 04.20 PM IST
Global Market: How SK Hynix's AI bet helped it eclipse Samsung in market valueSK Hynix’s rise to South Korea’s most valuable listed company reflects a long-term bet on HBM chips that became central to the AI boom. Bac...
24 Jun, 2026, 10.08 AM IST
US Stocks | AI chip slump extends on Wall St as SanDisk sinks 12%, Micron drops 9% and AMD falls 5%Wall Street witnessed a significant downturn in semiconductor stocks Tuesday, impacting major AI beneficiaries. Memory chipmakers like SanD...
23 Jun, 2026, 08.29 PM IST
US Stock Market: AI spending fears hammer US tech giants, Alphabet leads selloffWall Street’s AI-driven technology rally faced pressure as investors questioned whether rising infrastructure spending can generate suffici...
23 Jun, 2026, 09.46 AM IST
SK Hynix overtakes Samsung to become South Korea's most valuable companySK Hynix has surged past Samsung Electronics to become South Korea's most valuable company, driven by its dominance in high-bandwidth memor...
22 Jun, 2026, 11.24 AM IST