Legendary investor Warren Buffett once dubbed Michael Burry, famous for predicting the 2008 housing crisis, as 'Cassandra' for his accurate...

India's Nifty is surprisingly outperforming global tech giants like Nasdaq, South Korea, and Taiwan, marking a potential reversal in the AI...

Chip stocks experienced a significant downturn, with major AI rally leaders seeing sharp profit-taking after a record quarter. The VanEck S...

AWS and Microsoft want to embed thousands of their own engineers at client companies to help them capitalize on artificial intelligence, wh...

Karp's comments were blunt enough on their own, but it was his read on enterprise psychology that resonated with social media. He said comp...

Microsoft has launched a new venture, Microsoft Frontier Company, backed by $2.5 billion, to guide businesses in selecting and integrating ...

Palantir CEO Alex Karp has slammed the token-based pricing of AI giants like OpenAI and Anthropic, arguing businesses are wasting money wit...

Samsung Electronics and SK Hynix shares plunged as much as 14% as South Korea’s Kospi extended its sharp selloff for a second day. The decl...

South Korean stocks experienced a sharp two-day decline, with the KOSPI index plummeting over 10%. This downturn was fueled by concerns ove...

BlackRock's Ben Powell is increasingly optimistic about Indian equities following a period of underperformance. He believes foreign investo...

The company is committing an initial $1 billion to the initiative with the goal of sending five to six pods of engineers to customers for 4...

DBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...

India's central bank has identified soaring AI stock valuations globally as a financial stability risk, warning of potential market spillov...

South Korean tech giants Samsung and SK Hynix are investing billions in AI chip production, a move lauded by President Lee Jae Myung. While...

Macquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...

Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...

The leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...