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AI RELATED DEMAND
US chip stocks slide as China’s CXMT advances; AI spending fears rattle investorsShares in US chip manufacturers tumbled, primarily influenced by memory and data storage firms, following competitive moves from China's CX...- AI boom lifts China, India as global trade growth accelerates, IMF saysSilvana Tenreyro, the IMF's new chief economist, highlighted the robust growth in AI-related trade. This growth has significantly outpaced ...
- IMF edges up 2026 global growth forecast to 3.1% but warns economy is ‘vulnerable to setbacks from both directions’The International Monetary Fund has updated its global growth forecast for 2026 to 3.1 percent. Concerns remain about the economy's resilie...
- AI services may account for almost half of Infosys' work in 2-3 years: CEO Salil ParekhParekh said the business, which includes building AI agents, coding work and modernising old technology for clients, is small relative to t...
- Global Market: AI trade faces biggest test yet as chip stocks tumble across AsiaAsian AI stocks tumbled as rising bond yields, higher financing costs, and concerns over excessive infrastructure spending weakened investo...
- IMF raises 2026 global growth forecast to 3.1%, warns of rising risks from war and debtThe IMF projects global growth of 3.1% in 2026, supported by AI infrastructure investment, but warns that prolonged Middle East conflict, e...
- US moves to stop AI data centres from pushing up household electricity bills. Here's what could change for AmericansAs artificial intelligence expands across the US, data centres are consuming more electricity, raising concerns about rising power bills fo...
- US bull market nears four-year milestone as AI boom fuels profits, growthThe US bull market is reaching its four-year milestone as AI infrastructure investments drive a 117% S&P 500 rally. However, market concent...
- US Market: Four warning signs that bond selling could intensifyUS Treasury yields have hit two-decade highs, driven by Middle East conflict risks and fiscal concerns. Key indicators including rising opt...
- AI investment boosts growth prospects for Asian economies: IMFIMF Managing Director Kristalina Georgieva said artificial intelligence infrastructure investment is supporting global growth at around 3%,...
- IT stocks surge despite US immigration curbsOn Friday, Indian IT stocks experienced an impressive surge, spearheaded by a remarkable 4.2% jump in Tata Consultancy Services shares. Thi...
- Tech stocks drag Nasdaq lower on report of OpenAI revenue fall, high yieldsUS equity indexes fell, influenced by megacap technology stocks and concerns regarding OpenAI's revenue performance. The Nasdaq 100 and S&P...
- Taiwan says exports hit record in September on AI demandThe island is a powerhouse in the semiconductor sector, producing more than 90 percent of the world's most advanced chips used to train and...
- Future of Knowledge Work: Why AI skills are becoming essential beyond the IT departmentAs AI enters non-technology roles, employers are beginning to rethink what makes a professional valuable. The challenge is defining the ski...
- Global Market: TSMC third-quarter revenue jumps 50% as AI chip demand surgesTSMC reports record third-quarter revenue, beating estimates as surging AI demand drives strong growth in advanced chips, while the chipmak...
- India's data centre sector attracted USD 173 bn since 2021, capacity seen 2 GW by year-end: CBREIndia's data centre industry has garnered impressive investments amounting to USD 173 billion since 2021, showcasing a strong upward trajec...
- Global Market: AMD to increase AI chip supply substantially in 2027 to meet rising demandAMD plans to substantially increase chip supplies in 2027 as demand for AI processors accelerates. CEO Lisa Su is working with key supplier...
- Foxconn third-quarter revenue soars on AI demand, beats market forecastIn a remarkable third quarter, Foxconn has achieved a staggering 47% year-on-year revenue surge, driven largely by robust demand for artifi...
- Global Market: BOJ's Uchida warns AI boom could trigger market correctionShinichi Uchida, the Deputy Governor of the Bank of Japan, underscored the significant influence of artificial intelligence on the financia...
- BOJ says AI boom may have eased financial conditions, warns of market risksBank of Japan Deputy Governor Shinichi Uchida said the global AI boom may have eased financial conditions by stoking demand and boosting as...
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