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MICROSOFT STRATEGY IN CHINA
Microsoft retreats in China, but AI boom helps it keep a window openThe year was 2010 and Google was about to exit due to concerns over censorship and cyberattacks. That decision was lauded by democracy acti...- Chris Wood warns AI capex binge may burn billions as markets turn against Big Tech spendingWood’s long-standing view is that the “hyperscalers will end up blowing a lot of money on their capex binge” and that AI could resemble the...
- EU to crack down on AI deepfakes, illicit imagery and hacking with new team in BrusselsThe European Union has launched a new team to regulate AI companies worldwide. This initiative aims to track AI model usage for violations ...
- Nvidia CEO Jensen Huang backs open AI models, coalition for safety and innovationA broad coalition of companies and institutions, including Nvidia, Meta, Microsoft, Hugging Face, and the Linux Foundation signed a letter,...
- Chris Wood warns of massive capital destruction in US as China challenges AI boomJefferies strategist Chris Wood warns that the AI infrastructure boom could trigger massive capital destruction as cheaper Chinese open-sou...
- ETtech Q&A | TCS sees better Q2 show on stressed sectors’ turnaroundMacroeconomic uncertainties due to the West Asia conflict have led to project deferrals in key verticals at Tata Consultancy Services, whic...
- US makes it easier to export Nvidia AI chips and military equipment to the UAEThe United States has eased export controls on the United Arab Emirates. This change allows easier access to Nvidia AI chips and military e...
- Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and ChinaChristopher Wood of Jefferies warns that the AI trade is showing signs of fatigue as investors seek cheaper value opportunities. With India...
- Global Market: Momenta Global debuts nearly flat in Hong Kong after $751 million IPOMomenta Global shares debuted on the Hong Kong Stock Exchange with a muted reception. The autonomous-driving software developer raised HK$5...
- Trump's financial disclosure reveals 21,000 trades in 2025President Trump's first year saw over 21,000 securities trades, valued between $600 million and $1.86 billion, often coinciding with policy...
- Microsoft launches firm to help companies adopt AI with $2.5 billionMicrosoft has launched a new venture, Microsoft Frontier Company, backed by $2.5 billion, to guide businesses in selecting and integrating ...
- The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
- 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...
- Trump's unusual stock frenzy: Portfolio shows 3,600 trades in 90 daysTrump's investment accounts saw thousands of trades totaling hundreds of millions of dollars between January and March. This feverish activ...
- VCs turn the screws; Ex-Paisabazaar CEO’s new betHappy Friday! Investors are rewriting the rules of engagement with founders after governance blowups. This and more in today’s ETtech Morni...
- WWDC 2026: Siri AI, Apple Intelligence, child safety tools and more — Biggest announcements from AppleApple has announced its biggest AI advancements at WWDC 2026. A completely redesigned Siri will understand context and perform actions acro...
- Saving Siri: After two years of stumbles, is Apple's AI moment here?Siri debuted in 2011 and is accessible through the bulk of Apple's installed base of 2.5 billion devices, but hundreds of millions of consu...
- ET Alpha Wealth Summit: India could unlock a $5 trillion export opportunity through FTAs, says Saurabh MukherjeaHe believes a combination of free trade agreements (FTAs), a weakening rupee, and shifting global supply chains could create a massive oppo...
- 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...
- 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...
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