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Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...- US lawmakers urge tighter rules on contract chipmakers supplying Chinese firms' overseas unitsThis comes after the Trump administration last week moved to halt a potential loophole that may have led companies to export advanced chi...
- Why is the US stock market rallying big today? Dow Jones, S&P 500 and Nasdaq surge on AI boom — Nvidia and Intel jump as Nasdaq significantly outperformed both the Dow and S&PUS Stock Market Rallies Monday as Tech Leads Rebound After Friday's Selloff: The Dow Jones Industrial Average climbed above 51,000. The S&P...
- India Inc wary of fresh trade headwinds as US weighs additional 12.5% tariffThe United States is proposing a 12.5% tariff on Indian imports. This action stems from an investigation into forced labor import prohibiti...
- TSMC working hard to meet chip demand, would 'like' to hike pricesC.C. Wei, speaking at the company's annual shareholder meeting in the Taiwanese city of Hsinchu, said customers are still upbeat on the out...
- US economy remains strong, India must accelerate reforms and AI adoption: Ajay SrivastavaMarket veteran Ajay Srivastava highlights the U.S. economy's robust performance, contrasting it with Indian investors' perceptions. He emph...
- EU to unveil plan to wean itself off US, Asia techThe EU will set out on Wednesday how the 27-country bloc hopes to slash its dependence on American and Asian technology, and favour Europea...
- India's brain-gain moment may be starting with a crack in the American dreamAs green card backlogs, visa uncertainty and layoffs reshape the American dream, India is emerging as a stronger destination for globally e...
- India and US push deeper AI and chip ties as firms eye access to next-generation technologiesA new chapter in Indo-American relations is unfolding as India and the US deepen their partnership in artificial intelligence and semicondu...
- EU wants to break up with US techWary of being vulnerable to the whims of foreign governments, the European Union is preparing far-reaching new moves to ditch American digi...
- India-US trade pact may be weeks away: US Ambassador to India Sergio GorA trade agreement between India and the US is expected soon. US Ambassador Sergio Gor described the India-US relationship as the defining p...
- Importance of India is now: US envoy Sergio Gor highlights Pharma trust, Pax Silica partnershipUS Ambassador to India Sergio Gor on Friday placed pharmaceuticals and the Pax Silica technology partnership at the centre of the growing I...
- French AI firm Mistral announces deals with BMW, AirbusFrench AI company Mistral is forging new alliances with automotive giant BMW and aerospace leader Airbus. These collaborations aim to expan...
- Meet Sanjay Mehrotra, who went from visa rejections to become CEO of trillion-dollar tech giant MicronSanjay Mehrotra, CEO of Micron Technology, has led the chipmaker to a market valuation exceeding $1 trillion, joining fellow Indian-born te...
- She got $400 million and a dream; now she's the woman who defied America's tech blockade - who is China's 'Chip Queen'?She was handed $400 million and one impossible mission — make Huawei independent from foreign chips. Years later, He Tingbo emerged as Chin...
- Jaishankar stresses ‘Make in India’ focus in expanding defence ties with USIndia and the United States are set to deepen defense ties. 'Make in India' will guide future cooperation. Both nations will focus on domes...
- Quote of the day by Jensen Huang: 'It's very clear that AI is going to impact every industry. I think that every nation needs to...' - lessons on artificial intelligence, technology, global economy and how AI will transform every country by Nvidia CEO and GPU inventorQuote of the day by Jensen Huang: Jensen Huang stresses AI's transformative power, urging nations to prioritize it in their strategies. He ...
- US Envoy says ‘big things ahead’ in India-US nuclear energy collaborationBig things are coming for India-US nuclear energy cooperation. US Ambassador Sergio Gor sees major collaboration ahead. Maharashtra's Chief...
- Micron urges Indian firms to plan ahead as AI memory crunch set to deepen through 2028A top Micron executive warns the global semiconductor memory shortage, fueled by the AI boom, is severe and could extend beyond 2028. India...
- Tata Electronics, ASML join hands for semiconductor manufacturing in IndiaTata Electronics and ASML are joining forces to establish chip manufacturing in India. This partnership will support Tata Electronics' new ...
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