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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 ...
Apple stock price prediction after WWDC 2026: With Apple (AAPL) trading near its all-time high of $302.25, will AI-powered Siri drive the stock above $400?Apple stock price is once again at the center of Wall Street's attention after WWDC 2026. As Apple stock trades near $302, investors are de...
SpaceX IPO: Elon Musk's AI ambitions fueling space data centers & trillionaire dreamsSpaceX's upcoming IPO, fueled by immense investor demand, could propel Elon Musk to trillionaire status. Beyond its space ambitions, the co...
AI fever spreads, but are markets masking economic cracks?Investors are pouring money into Artificial Intelligence, even as economic worries grow. SpaceX's massive IPO signals strong AI interest. C...
US Stocks: Broadcom set to shed $300 billion in value as AI results fail to impress; shares fall 14%The losses, if sustained, will erase more than $315 billion from the company's market value of about $2.268 trillion, in one of the biggest...
Broadcom set to shed $300 billion in value as AI results fail to impressBroadcom shares dropped significantly after its AI chip business results missed high expectations. This decline affected other chip compani...
PM Modi’s high stakes push for sovereign AI faces reality checkIndia is striving to build its own artificial intelligence capabilities, aiming for self-reliance and global export. However, the nation fa...
HPE lifts forecast past 2028 goals on robust AI demand, shares surge 36%HPE, which competes with Dell and Super Micro Computer, is benefiting as customers increasingly buy its servers and networking products to...
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...
Waiting for your dream phone to get cheaper? That moment may never comeSmartphone prices are no longer dropping predictably. The demand for AI chips is causing component costs to surge. This means phones are la...
Elon Musk vs Sam Altman: AI control, not courtroom clash, is the bigger battleElon Musklosing his case againstSam Altmanreignites debate over AI governance, safety and whether institutions can keep pace with rapid adv...
Gig workers' incentives cool; YC attendees resell AI creditsHappy Tuesday! Despite a shortage of delivery workers, payouts for gig riders have increased only slightly this summer. This and more in to...
Uber CEO on Travis Kalanick; Micron’s warning to IndiaDara Khosrowshahi told ET in an interaction that Uber is open to collaborating with founder Travis Kalanick. This and more in today’s ETtec...
Microsoft eyeing startup deals for life after OpenAIMicrosoft is actively seeking AI startups for potential acquisitions. This move aims to bolster its AI talent and develop a cutting-edge AI...
Why AI pricing is becoming a policy questionAI costs are increasing for US models. This signals a need for India to develop its own technology infrastructure. Reliance is entering the...
The barista is human but an AI agent runs this experimental Swedish cafeAn experimental cafe in Stockholm is being run by an AI agent named Mona, overseeing operations from hiring to inventory. While customers f...
ByteDance targets 25% rise in AI infrastructure spendingByteDance has significantly increased its AI infrastructure spending by 25% to 200 billion yuan ($29.4 billion) this year, driven by rising...
Cerebras targets $26.6 billion valuation in US IPO as AI chip demand surgesChipmaker Cerebras is aiming for a significant valuation in its US initial public offering. The company's advanced AI chips are in high dem...
Canva is leaning on India and Brazil to drive up AI adoptionCanva is transitioning to an AI-native platform, powered by its own foundational models, with India emerging as a key market for its design...
OpenAI pauses UK data centre project over regulation, costsOpenAI, the creator of ChatGPT, has halted its major data centre project in Britain. Unfavourable regulations and high energy costs are cit...