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AI TRADE
Meta building cloud business to sell excess AI capacity, Bloomberg News reportsMeta Platforms is reportedly exploring a move into the cloud computing business, aiming to lease out its surplus AI computing power. This s...01 Jul, 2026, 06.54 PM IST- SBI boosts AI-powered banking with new digital journeys for retail, corporate customersThe announcements span SBI's YONO platform, introducing new customer journeys, AI-driven capabilities and industry-first features that simp...01 Jul, 2026, 06.21 PM IST
- VC fundraising hits wall; WhatsApp’s new privacy headacheIndian VC firms are facing their hardest fundraising year in a decade as LPs tighten filters and demand cash returns. This and more in toda...01 Jul, 2026, 02.50 PM IST
- S&P 500, Dow Jones and Nasdaq close the first half of 2026 higher as chip stocks lead Wall Street: Here's why the US stock market ended June strongS&P 500, Dow Jones and Nasdaq today June 30: US markets concluded the first half of 2026 on a high note, with the S&P 500, Dow Jones, and N...01 Jul, 2026, 04.28 AM IST
- Bank of England's Breeden signals new rules to govern agentic AIFollowing years of insistence that existing frameworks were sufficient to mitigate AI risks, Deputy Governor Sarah Breeden said rapid devel...30 Jun, 2026, 10.12 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
- Indian envoy holds talks with senior Chinese commerce ministry official on trade tiesIndian Ambassador Vikram Doraiswami met a senior Chinese Commerce Ministry official to boost trade and commercial cooperation. The discussi...29 Jun, 2026, 09.38 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
- Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...28 Jun, 2026, 10.33 AM IST
- Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...27 Jun, 2026, 04.58 PM IST
- Japan's Nikkei ends 4% lower as SoftBank tanks on OpenAI IPO delay reportJapan's Nikkei index experienced a significant drop of 4% on Friday, largely due to a sharp decline in tech investor SoftBank Group, which ...26 Jun, 2026, 12.51 PM IST
- ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEOGlobal markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGir...26 Jun, 2026, 09.00 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
- US Stock Market: AI chip rally reignites as Micron, Qualcomm forecasts add over $400 billion in market valueChip stocks surged on Wednesday, adding over $400 billion in market value, fueled by optimistic forecasts from Micron Technology and Qualco...25 Jun, 2026, 09.15 AM IST
- Global Market Today: Asian stocks jump with US futures on Micron outlookAsian markets surged, mirroring US futures, as Micron Technology's stellar sales forecast reignited AI trade confidence. The chipmaker's sh...25 Jun, 2026, 06.31 AM IST
- India's growth story, not AI trade reversal, will drive foreign flows: Sameer DalalIndia's economic strength, not AI's decline, will drive foreign capital inflows, according to Sameer Dalal. He believes AI's market correct...24 Jun, 2026, 11.59 AM IST
- Korea's AI crackdown may trigger healthy correction, India could benefit: Rahul ChadhaSouth Korean regulatory actions are prompting a reassessment of AI semiconductor valuations, though experts see this as a healthy correctio...24 Jun, 2026, 11.08 AM IST
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