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AI SEMICONDUCTOR MARKET
AMD forecasts quarterly revenue above estimates as data-center growth acceleratesThe company, which nearly doubled its data-center revenue in the third quarter, is benefiting as a shift in AI workloads toward running mod...- AMD forecasts fourth-quarter revenue above estimates on strong AI chip demandAdvanced Micro Devices estimates its fourth-quarter revenue will hit about $17 billion, driven primarily by robust demand for AI chips. Alt...
- India gains as global investors move away from AI-linked stocks: Goldman SachsIndian equities outperformed the Asia-Pacific region in the MXAPJ index by 7 percentage points last month, making the country one of the be...
- US Midterm elections, Apple earnings, jobs data to test Wall Street after AI routWall Street faces a pivotal week as US midterm elections, major corporate earnings and October jobs data test investor sentiment. Recent AI...
- Nifty IT’s 18% rally may mark a durable leadership cycle; 35,000 next: LKP's Vatsal BhuvaNifty IT’s 18% October rally could signal a sustained leadership cycle, supported by improving momentum, a bullish RSI crossover and capita...
- Wall Street Week Ahead: Midterm US elections, earnings, jobs data loom for AI-wary stock marketAs we approach the US midterm elections next week, stock investors are bracing for the impact of significant corporate earnings reports. Th...
- Intel stock plunges 30% as weak PC demand and AI costs trigger global chip selloffIntel shares plunged 30% after the chipmaker issued a weak fourth-quarter revenue forecast and warned of negative cash flow for the year. T...
- Global Market: South Korean stocks tumble over 5% as AI spending concerns hit chipmakersSouth Korean shares plunged as a selloff in semiconductor stocks intensified amid concerns over the sustainability of global AI investments...
- Amazon burns cash, Intel flags weak PC demand as AI boom's costs ripple across marketsAs Wall Street grows increasingly anxious about AI-related expenditures, major tech giants like Amazon and Intel display alarming financial...
- Weak quarter for Intel sends shivers through cooling chip stocksChip stocks, particularly those affected by Intel's earnings, faced significant declines following the report's release. Intel attributed i...
- Global Market: Samsung Electronics posts record $80.5 billion quarterly operating profit on AI chip boomSamsung Electronics reported record quarterly operating profit of 107.4 trillion won, driven by surging AI memory chip demand. Despite stro...
- Samsung keeps shattering profit records as AI boom lifts chip demandRevenue for the July-September period rose to an all-time high at 195.3 trillion won (USD 146 billion), marking the company's fourth straig...
- Samsung logs record $80.5 bln profits despite investor AI jittersMassive demand for AI chips delivered record quarterly profits to South Korea's Samsung Electronics on Thursday, but shares fell as investo...
- Global Market: Japan’s Nikkei jumps over 1% as tech rally on Wall Street lifts sentimentJapan’s Nikkei rose 1.34%, tracking Wall Street’s technology-led rally, as semiconductor stocks gained. Investors remain cautious ahead of ...
- Global Market: China, Hong Kong stocks rebound as SK Hynix earnings lift AI optimismChinese and Hong Kong stocks rebounded after two sessions of losses, led by technology shares amid renewed optimism over artificial intelli...
- OpenAI plans to buy Google's AI chipsOpenAI plans to buy Google's AI chips, The Information reported on Tuesday, citing a person familiar with the matter, as technology compani...
- Why AI stocks rallied after Anthropic’s IPO filingAI stocks rallied after Anthropic disclosed IPO paperwork, with Nvidia gaining nearly 3% and the Philadelphia Semiconductor Index climbing ...
- Global Market: Japan’s Nikkei rises nearly 2% on AI optimism, Anthropic IPO filingJapan’s Nikkei surged nearly 2%, snapping a three-session losing streak, as Anthropic’s US IPO plans and gains in American semiconductor st...
- Global Market: South Korean shares jump over 4% as AI chip rally lifts Samsung, SK HynixSouth Korean shares surged 4.39% as AI investment optimism, strong semiconductor demand and better-than-expected third-quarter economic gro...
- Chip startup Nova Spectral AI raises Rs 21 crore to build low-cost image sensorsFounded by IIT Kanpur alumni Anish Priyadarshi and Sanjeev Kumar, the startup is developing a short-wave infrared (SWIR) sensor that can he...
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