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AI RALLY OVER OR NOT
Explained: Why did Samsung shares crash 10% even after tech giant forecast 19x jump in profitSamsung Electronics shares plunged 10% despite forecasting a 19-fold jump in second-quarter profit, as investors worried the AI-driven memo...07 Jul, 2026, 11.54 AM IST- Kospi plunges 8% as AI investors fear rally is overblown; trading halted for 20 minsSouth Korea's Kospi index experienced a significant 8% drop, led by chip stocks. Investors questioned the sustainability of record earnings...07 Jul, 2026, 11.24 AM IST
- US stocks today: Nasdaq jumps over 1% as chip stocks rally, investors eye AI earningsU.S. stocks rose sharply, led by chipmakers like Broadcom on AI-driven optimism and a strong earnings outlook. Microsoft fell after announc...07 Jul, 2026, 01.39 AM IST
- SK Hynix's $28 billion US IPO to test its $1 trillion AI rally. Here's howSK Hynix has launched a US share sale targeting about $28 billion through a Nasdaq listing, capitalising on AI-driven investor demand. The ...06 Jul, 2026, 08.07 PM IST
- Jefferies' Christopher Wood warns Microsoft, Meta, and Alphabet AI spending may backfireJefferies strategist Chris Wood has warned that Wall Street's hyperscalers risk massive capital destruction from excessive AI spending, arg...06 Jul, 2026, 01.14 PM IST
- Global Market: Kospi slides after early surge as AI stocks face valuation pressureIndian investors are watching as South Korean stocks reversed early gains due to concerns over high valuations in AI-linked companies. Desp...06 Jul, 2026, 12.09 PM IST
- South Korean shares rebound 6% but face second weekly lossSouth Korean equities rebounded sharply on Friday, with the Kospi jumping nearly 6%, led by strong gains in heavyweight stocks like Samsung...03 Jul, 2026, 12.45 PM IST
- AI boom not shock-proof; chip shortage and weak pass-through weigh: ReportWhile AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortage posing a major risk to the rally, says Nuva...03 Jul, 2026, 10.26 AM IST
- Non-AI Nifty suddenly beating Nasdaq, South Korea & Taiwan bourses: Is the global tech trade finally reversing?India's Nifty is surprisingly outperforming global tech giants like Nasdaq, South Korea, and Taiwan, marking a potential reversal in the AI...03 Jul, 2026, 09.14 AM IST
- US Stocks: Micron, Intel and other chip stocks fall up to 11% after record-breaking rallyChip stocks experienced a significant downturn, with major AI rally leaders seeing sharp profit-taking after a record quarter. The VanEck S...02 Jul, 2026, 10.26 PM IST
- No longer magnificent? How Apple, Microsoft and other Mag 7 stocks are crumbling under AI pressureThe Magnificent Seven are underperforming as investors question whether massive AI spending will generate adequate returns. With $2.3 trill...02 Jul, 2026, 05.53 PM IST
- Samsung, SK Hynix shares crash up to 14% as Kospi’s massive bloodbath enters day 2Samsung Electronics and SK Hynix shares plunged as much as 14% as South Korea’s Kospi extended its sharp selloff for a second day. The decl...02 Jul, 2026, 02.12 PM IST
- South Korea's Kospi plunges 8%, extending a two-day slide. What's unsettling the world's hottest market?South Korean stocks experienced a sharp two-day decline, with the KOSPI index plummeting over 10%. This downturn was fueled by concerns ove...02 Jul, 2026, 12.59 PM IST
- Sticky inflation clouds rate outlook, but AI and earnings keep markets resilient: Santosh RaoThe AI-driven market rally is expanding beyond tech, with healthcare, financials, and transportation sectors showing robust participation, ...01 Jul, 2026, 11.34 AM IST
- US Stock Market: Economic resilience collides with expensive valuations on Wall StreetThe US economy shows surprising strength with robust job growth and consumer spending, yet Wall Street is faltering. Investors are wary of ...30 Jun, 2026, 09.45 AM IST
- India tops Taiwan to reclaim fifth spot in global market capitalisationIndia has surged back to the fifth spot globally in market capitalization, surpassing Taiwan. This marks India's second ascent in recent we...30 Jun, 2026, 05.44 AM IST
- AI chip rally faces reality check, but bubble fears may be overdone: Adrian MowatSouth Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attri...29 Jun, 2026, 10.58 AM IST
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