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Key facts on South Korea's three chip and AI 'mega projects'Below is a summary of the investments and targets announced at the event and in corporate and government statements.- 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...
- 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...
- 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...
- ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...
- IFS Brats' hostel: A junior United Nations AssemblyReflecting on the External Affairs Hostel in New Delhi evokes a sense of nostalgia for a time filled with rich cultural exchanges and deep ...
- Touring Trump's Washington: How the president is putting his imprint on the nation's capitalWashington D.C. is undergoing a dramatic transformation under President Trump's influence as America approaches its 250th anniversary. Visi...
- Chocolate, juice, noodles, tofu, protein powder, cooking oil, water & more under FSSAI action; Here's which brands were called out for misleading claimsIndia's food regulator, FSSAI, has cracked down on numerous food businesses for making misleading claims on product packaging. Companies ar...
- EAM Jaishankar calls for closer cooperation with South Korea at Jeju ForumIndia and South Korea must deepen cooperation in shipbuilding, health, infrastructure, and defence, External Affairs Minister S Jaishankar ...
- 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...
- Rs 1,100 crore a day nightmare: Why FIIs are ruthlessly selling bank stocksForeign investors are aggressively selling Indian bank stocks, offloading over ₹1,100 crore daily due to global economic pressures and port...
- SpaceX shares eke out a gain to snap three day losing streakSpaceX shares rebounded Tuesday, halting a three-day slump that saw over $600 billion vanish from its valuation. The stock climbed signific...
- Kunal Shah’s WhatsApp win; India bourses insulated from AI boomIn bagging the top job at WhatsApp, Cred’s Kunal Shah has done what no Indian entrepreneur could do. This and more in today’s ETtech Top 5.
- AI stocks are in a 'blowoff top' phase but the game isn't over yet: Jonathan SchiesslGlobal tech and AI stocks are undergoing a necessary correction, not a collapse, according to Westminster Asset Management's Jonathan Schie...
- AI crash coming closer? South Korea’s Kospi plunges 10%, triggers trading haltSouth Korean stocks experienced a sharp decline, with the Kospi index plummeting nearly 10% from its record high. Chip giants SK Hynix and ...
- North Korea's Kim vows to accelerate military buildup: KCNANorth Korean leader Kim Jong Un vowed to accelerate the country's military buildup at a party meeting, state media reported Tuesday, citing...
- FSSAI issues notices to Bikanervala, Marico, Param Dairy on consumer complaints, law violationIn a social media post, Food and Safety Standards Authority of India (FSSAI) said it has issued notices to several food business operators ...
- Quote of the day by Clint Eastwood: 'I think being able to age gracefully is a very important...' - The Outlaw Josey Wales, Unforgiven and Escape from Alcatraz star's inspiring perspective on aging, growing old and accepting changeQuote of the day by Clint Eastwood: Clint Eastwood reflects on aging, calling graceful aging an important talent that is difficult to maste...
- The 'Indo' exit: Pentagon's PACOM reset raises questions about India's place in Trump's Asia calculusWashington's decision to rename the US Indo-Pacific Command back to Pacific Command has sparked debate over India's strategic importance. D...
- US renames 'Indo-Pacific Command' to 'US Pacific Command' title in major moveThe United States has reverted the name of its military command. It is now called the US Pacific Command, undoing a change made in 2018. Th...
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