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IS NVIDIA CREATING AN AI MARKET BUBBLE
Open and shut source case: There’s method in Palantir CEO Alex Karp’s ‘mad’ outburst against Big AI overselling corporates- AI bubble or boom? Why Warren Buffett called Big Short fame Michael Burry ‘Cassandra’
- Non-AI Nifty suddenly beating Nasdaq, South Korea & Taiwan bourses: Is the global tech trade finally reversing?
- No longer magnificent? How Apple, Microsoft and other Mag 7 stocks are crumbling under AI pressureThe Magnificent Seven are underperforming as investors question whether massive AI spending will generate adequate returns. With $2.3 trill...02 Jul, 2026, 05.53 PM IST
- Palantir CEO slams OpenAI, Anthropic's token modelPalantir CEO Alex Karp has slammed the token-based pricing of AI giants like OpenAI and Anthropic, arguing businesses are wasting money wit...02 Jul, 2026, 03.35 PM IST
- Valar nuclear startup partners with Nvidia on data center aiming to conserve waterCalifornia-based Valar announced the partnership in Utah at the site of its small nuclear plant called a microreactor. It also ran a demo...02 Jul, 2026, 09.18 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
- Jane Street, TSMC-linked AI startup Etched raises $800 millionAI chip challenger Etched has secured a massive $800 million in funding, with backing from industry heavyweights like Jane Street and a fir...01 Jul, 2026, 08.18 AM 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
- RBI flags AI stock boom as financial stability risk, says Indian banks remain resilientIndia's central bank has identified soaring AI stock valuations globally as a financial stability risk, warning of potential market spillov...30 Jun, 2026, 05.30 PM IST
- China's Meituan says new AI model trained on domestic chipsChinese tech giant Meituan has unveiled LongCat-2.0, a new AI model comparable to Google's Gemini 3.1 pro. This marks a significant achieve...30 Jun, 2026, 12.44 PM IST
- US stocks may be headed for a sharp correction, warns Andrew Freris amid AI spending boomMarket strategist Andrew Freris warns Wall Street's rally is built on shaky ground, citing weak earnings and excessive AI enthusiasm. He ad...30 Jun, 2026, 12.16 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
- Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the leadJensen Huang, the CEO of computer chip giant Nvidia, was mobbed by onlookers as he hit the streets for the "zhajiangmian" noodles while vis...29 Jun, 2026, 10.15 AM IST
- Australia's Firmus Technologies strikes AI access deal with NvidiaFirmus said the deal would see it buy Nvidia infrastructure and sell Nvidia‑powered cloud services to "AI Native" customers, among others...28 Jun, 2026, 07.38 PM IST
- OpenAI spices things up with Jalapeno chips: Why the Sam Altman-led AI startup is building its own processorsOpenAI said it designed the chip from scratch in nine months. Broadcom handled silicon implementation, networking, and connectivity, while ...26 Jun, 2026, 01.10 PM 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
- Qualcomm to buy AI startup Modular for $4 billion in AI software pushQualcomm is acquiring AI startup Modular for nearly $4 billion in an all-stock deal. This move aims to enhance Qualcomm's software capabili...24 Jun, 2026, 06.34 PM IST
- Oil, AI and chips: The new resource race redrawing markets and nationsThe leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...24 Jun, 2026, 11.01 AM IST
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