AI chip demand stays strong, but component shortages emerge as next challenge: NomuraThe artificial intelligence (AI) boom is entering a new phase where the biggest challenge is no longer demand for AI chips but shortages of...
02 Jul, 2026, 05.35 PM IST
Japanese stocks hit by biggest foreign weekly selloff since March as tech rally coolsForeign investors recorded their biggest weekly selloff in Japanese stocks since March, offloading ¥1.82 trillion worth of shares amid prof...
02 Jul, 2026, 02.04 PM IST
China’s factories cap best quarter since 2020, survey showsThis "two-speed" activity sees booming tech sectors contrasting with traditional exporters struggling due to weakening global demand. The p...
02 Jul, 2026, 10.39 AM IST
US Stocks: Meta building cloud business to sell AI computing, says report; shares riseMeta 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, 08.04 PM IST
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
Macros, AI, geopolitical overhang to drag Q1 showing of IT cos: Motilal OswalIndian IT firms are bracing for a subdued first quarter of FY27, with global economic headwinds, AI's impact, and geopolitical tensions dam...
01 Jul, 2026, 05.20 PM IST
Vocus plans $343 million Sydney-Melbourne fibre link to meet AI demandMacquarie-backed Vocus is set to invest A$500 million in a new fibre network connecting Sydney and Melbourne by 2029. This pioneering ducte...
30 Jun, 2026, 12.28 PM IST
Cheaper AI is better: Soaring bills are reshaping how businesses choose modelsTop executives such as Microsoft's Satya Nadella, Palo Alto Networks' Nikesh Arora and Coinbase Global's Brian Armstrong have said smaller,...
29 Jun, 2026, 04.06 PM IST
'One-time opportunity': South Korea bets big on AI boomSouth Korea's chip industry is poised for a significant boost amidst soaring demand for AI components. Analysts highlight this as a crucial...
29 Jun, 2026, 12.25 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
India’s AI dream is getting lost in translationIndia's ambition to become an AI superpower hinges on bridging its vast linguistic divide. Prime Minister Modi champions AI for inclusion, ...
29 Jun, 2026, 08.12 AM IST
Tech equity sales renew AI debt-binge worriesTech giants are aggressively selling stock, raising billions, signaling a potential spending spree. While this boosts balance sheets, it al...
29 Jun, 2026, 05.49 AM IST
South Korea’s favourite AI stocks slide again, drag Kospi index down 8%Heavyweights Samsung Electronics and SK Hynix, which together account for more than half of Kospi's market cap, fell around 9% each on Frid...
26 Jun, 2026, 03.42 PM IST
US stocks | Micron overtakes Meta, Tesla in market value amid relentless AI infrastructure demandMemory chip giant Micron Technology has surpassed Meta Platforms in market valuation for the first time, driven by a robust AI-fueled surge...
26 Jun, 2026, 12.42 PM IST
US Stocks | Nasdaq futures surge 2% as chip outlook calms AI jitters; inflation data awaitedIndian markets are set for a positive opening as US futures surged, led by a 2.24% jump in the Nasdaq. Memory chip giants Micron and Qualco...
25 Jun, 2026, 05.18 PM IST
US stocks: Nasdaq, S&P end lower in volatile session as tech stocks retreatTech stocks pulled down the Nasdaq and S&P 500 due to valuation worries and concerns over AI spending, falling crude prices bolstered airli...
25 Jun, 2026, 01.32 AM IST
TCS, Infosys, Wipro, other IT stocks crash up to 8% as Accenture lowers FY26 guidanceIndian IT stocks, including TCS and Infosys, tumbled up to 8% after Accenture lowered its annual revenue growth forecast, signaling continu...
19 Jun, 2026, 11.59 AM IST