Gujarat to introduce ‘Ultra Mega’ category in new industrial policyGujarat is introducing a new 'ultra mega' industry category. This requires at least Rs 10,000 crore investment and 3,000 jobs. The state is...
10 Jun, 2026, 05.51 PM IST
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 ...
10 Jun, 2026, 10.01 AM IST
Global markets: Europe's STOXX 600 hits two-week low on Mideast escalation, AI jittersEuropean shares hit a two-week low as Middle East tensions and a global AI stock selloff weighed on the market. Crude oil prices surged ove...
08 Jun, 2026, 02.18 PM IST
The AI trade trap: Why successful tech stocks are triggering a trillion-dollar market meltdown in Korea, TaiwanA sharp tech selloff exposed concentration risks in Asian markets, where chip giants such as TSMC, Samsung and SK Hynix dominate benchmarks...
08 Jun, 2026, 11.19 AM IST
ASML lines up Elon Musk for virtual conference spotlightComputer chip equipment maker ASML said on Saturday that Elon Musk will speak at an internal company technology conference this week, discu...
06 Jun, 2026, 09.23 PM IST
Hidden AI Winners: Little-known D-Street stocks soar up to 530%Indian industrial companies are experiencing significant growth by supplying components for data centers. These firms are crucial for build...
05 Jun, 2026, 09.56 AM IST
Citi initiates coverage on 4 Indian power equipment stocks; sees up to 33% upside. Own any?Citi Research initiated coverage on four Indian electrical equipment makers, seeing strong domestic transmission buildout and accelerating ...
04 Jun, 2026, 03.17 PM IST
Europe's tech 'liberation day'? Computer says not yetThe EU plan aims to boost European tech firms and limit some access for dominant U.S. rivals. It marks a key but initial step, with the blo...
04 Jun, 2026, 10.38 AM IST
Global Market: Japan's Nikkei surges past 68,000 for first time as AI stocks lead rallyJapan's benchmark Nikkei surged past the 68,000 mark for the first time, rising 2.2% to a record 68,203.79, as strong gains in AI and semic...
03 Jun, 2026, 10.55 AM IST
Chinese Wall may stem India tech flows for electronics and automobileNew Chinese regulations on technology transfers may affect India's electronics and automotive component manufacturing plans. Indian compani...
02 Jun, 2026, 01.48 PM IST
AI bubble debate gets real as chip stocks rallyChipmaker stocks are soaring, leading to a debate about an artificial intelligence bubble. Demand for AI data center chips is driving price...
01 Jun, 2026, 06.00 AM IST
SpaceX, OpenAI windfall fuels bets on next-wave Asian AI winnersAnticipating significant capital raises from tech giants like SpaceX and OpenAI, investors are shifting focus to Asian supply chain compani...
31 May, 2026, 11.48 AM IST
India's semiconductor push gets major boost with $3.3 bn Odisha deal with Intel & 3D Glass SolutionsOdisha, Intel and 3D Glass Solutions Inc. signed an agreement for a new advanced packaging glass core substrate manufacturing facility. Thi...
29 May, 2026, 05.05 PM IST
Japan's Nikkei hits record high as chip-related shares jumpJapan's Nikkei share average surged to a record high, driven by strong performance in chip-related equities. This gain overshadowed decline...
27 May, 2026, 09.48 PM IST
Huawei touts new chipmaking technology to sidestep US restrictionsChinese tech giant Huawei said on Monday it had developed a new way of making semiconductors that could get around its US-enforced lack of ...
25 May, 2026, 08.26 PM IST
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...
25 May, 2026, 07.01 PM IST
Tata Electronics plans to start chip packaging at upcoming Assam unitWhile the Tata Group company has already initiated small-scale shipments from its first commercial OSAT facility in Vemagal, Karnataka, the...
25 May, 2026, 06.00 AM IST