Bullish futures positioning hints at upside in large-cap stocksIndian stock markets are seeing pockets of strength, particularly in mid- and small-cap segments, with optimism now extending to select lar...
06 Jul, 2026, 06.00 AM IST
South Korea plans future fund backed by semiconductor tax windfallSouth Korea is establishing a "Future Response Fund" from semiconductor boom tax revenues. This fund will fuel major national projects, boo...
05 Jul, 2026, 02.20 PM IST
Indian IT firms likely to report muted Q1 growth amid AI spending, macro uncertaintyIndia's Information Technology (IT) companies are expected to report another quarter of subdued earnings growth despite seasonal strength, ...
04 Jul, 2026, 03.35 PM IST
SAP tightens hiring, travel spend as it ramps up AI investmentsGerman tech giant SAP is strategically curbing hiring, travel, and external spending to fuel its ambitious artificial intelligence investme...
04 Jul, 2026, 11.18 AM IST
Every enterprise is investing in AI; very few can prove their impactEvery enterprise now has an AI strategy, but few can prove it works. As adoption becomes universal, execution becomes the real differentiat...
03 Jul, 2026, 10.03 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
Microsoft launches firm to help companies adopt AI with $2.5 billionMicrosoft has launched a new venture, Microsoft Frontier Company, backed by $2.5 billion, to guide businesses in selecting and integrating ...
02 Jul, 2026, 06.36 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
SoftBank renews talks for $10 billion loan against OpenAI stake, adds concessionsTo make lenders more comfortable, the Japanese technology investor is offering to guarantee repayment of the loan, giving banks recourse to...
02 Jul, 2026, 07.47 AM IST
India lags Asia-Pacific in AI deployment despite strong talent poolIndia lags behind Asia-Pacific peers in AI adoption, with only 43% of organizations deploying the technology. However, the nation leads glo...
01 Jul, 2026, 02.34 PM IST
Japan plans sovereign AI model, 10 million AI robotsJapan plans to develop a homegrown artificial intelligence model and have 10 million AI-equipped robots operating in more than a dozen sect...
01 Jul, 2026, 10.42 AM IST
Global Market: Samsung, SK Hynix double down on AI chip boom with massive investment push despite oversupply risksSouth Korean chip giants Samsung and SK Hynix are investing trillions to boost memory chip production, fueled by soaring AI demand. This am...
01 Jul, 2026, 09.47 AM IST
India eyes open source, homegrown AI amid access curbs on frontier modelsIndia is championing open-source and homegrown AI models to counter potential access restrictions on advanced frontier technologies. The IT...
30 Jun, 2026, 06.57 PM IST
The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
30 Jun, 2026, 06.53 PM IST
The AI boom won't burst all at once. It will pop in 'rolling bubbles': MacquarieMacquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...
29 Jun, 2026, 04.18 PM IST
AI rout exposes Wall Street's $270 billion speculation machineA recent tech sell-off exposed how modern speculation amplifies both rallies and reversals. Retail investors' enthusiasm for leveraged prod...
27 Jun, 2026, 10.06 AM IST