AI chip challenger Cerebras sets sights on EuropeCerebras plans significant European computing capacity expansion to challenge Nvidia. The AI chip startup is responding to extraordinary de...
09 Jul, 2026, 02.07 PM IST
Taiwan central bank chief warns of AI bubble riskSpeaking at a parliamentary hearing, Governor Yang Chin-long told lawmakers that the AI boom has become a major driving force in Taiwan's ...
09 Jul, 2026, 01.27 PM IST
Palantir shares fall 4% as AI software stocks come under pressurePalantir shares fell over 4% as investors sold high-valuation AI software stocks amid concerns over slower-than-expected AI adoption. Weak ...
08 Jul, 2026, 08.43 PM IST
Big Short fame Michael Burry is betting against Nvidia, AMD, Micron and other chipmakers. Is a massive AI crash coming?Michael Burry, famed for predicting the 2008 financial crisis, has increased his bearish bets against AI-linked chipmakers through the iSha...
08 Jul, 2026, 12.56 PM IST
South Korea's Kospi enters bear market, plunges 20% from peak. What's spooking investors?South Korea's Kospi index entered bear market territory, plunging 20% from its peak. Heavyweight Samsung Electronics saw its share price fa...
08 Jul, 2026, 10.19 AM IST
Global Market Today: Asian stocks slip, Samsung slides after resultsThe MSCI Asia Pacific Index fell 0.3%, with decliners narrowly outnumbering gainers. Technology stocks led the losses, with Samsung falling...
07 Jul, 2026, 06.30 AM IST
New AI law may focus on graded, risk-based regulations: OfficialsThis may result in minimal regulation for low-risk AI such as chatbots, productivity tools, recommendation systems, while ensuring stricter...
07 Jul, 2026, 06.00 AM 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
Charting the Global Economy: US hiring slows, eurozone CPI coolsIn Asia, Japan's economy is nearing a post-war growth record, buoyed by AI-driven exports, though some Chinese fund managers warn of an AI ...
05 Jul, 2026, 09.46 AM IST
AI bubble or boom? Why Warren Buffett called Big Short fame Michael Burry ‘Cassandra’Legendary investor Warren Buffett once dubbed Michael Burry, famous for predicting the 2008 housing crisis, as 'Cassandra' for his accurate...
03 Jul, 2026, 10.11 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
India's premium has almost entirely disappeared now: Ben Powell, BlackRockBlackRock's Ben Powell is increasingly optimistic about Indian equities following a period of underperformance. He believes foreign investo...
02 Jul, 2026, 05.40 AM IST
Easing oil prices, supply chains to soften external pressures on India: Finance ministryIndia's economy remains resilient despite global uncertainties, with easing oil prices and improving supply chains offering some relief. Ho...
01 Jul, 2026, 12.51 AM 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 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
The AI boom is wobbling, but the bubble hasn't burstGlobal stock markets are experiencing a cautious rebound following a tech sell-off, fueled by AI spending and hawkish US interest rate sign...
25 Jun, 2026, 07.07 PM IST