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US awards $500 million to Nvidia-backed SandboxAQ for finding new chipmaking materialsAmerica is investing heavily in its chip industry. The US government has given a massive $500 million to SandboxAQ. This company will devel...
India's industrial moment: How AVEVA is turning data into the new competitive edgeIndian industries are investing heavily in digital transformation but face challenges in using their data. AVEVA's industrial intelligence ...
US-Iran peace deal: Is it enough to end the 2-year drought for Nifty bulls, bring FIIs back?A US-Iran peace framework has sparked a sharp rally in Indian markets, sending crude oil prices lower, strengthening the rupee and promptin...
Sudip Bandyopadhyay bets on pharma, metals and select cyclicals as geopolitical risks easeEasing West Asia tensions boost global markets, prompting investors to reassess opportunities. Market veteran Sudip Bandyopadhyay favors ph...
Global Markets: AI supply chain bets propel Asian hedge funds to stellar performanceAsia-focused hedge funds delivered outsized returns in 2026 by riding the artificial intelligence boom across semiconductors and related te...
Fragile Iran deal offers oil relief, but Hormuz risks remainA deal between the U.S. and Iran will reopen the vital Strait of Hormuz, easing global energy supply concerns. However, unresolved disputes...
India's FTAs set stage for $1 trillion export target: ReportIndia's new generation of Free Trade Agreements can act as a catalyst for manufacturing expansion, private capex revival and supply-chain i...
India is set to rewrite its oil destiny, moving from risk to leverageIn a landmark agreement, India is teaming up with the UAE to significantly increase its oil reserves, transitioning into a strategic player...
China's control over indium phosphide exports threatens AI data centre rolloutAnderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...
Bosch CEO notes rising memory chip prices but says bottlenecks not an issue"In the coming years, we will likely have to expect significantly higher memory chip prices, and that will affect all of us," CEO Stefan ...
AI demand to keep memory tight through 2027, chipflation to squeeze consumer hardware and cloud costsMemory storage is set to remain a structural bottleneck through 2027 as AI demand continues to absorb Dynamic Random-Access Memory (DRAM), ...
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 ...
Air India's foundations rebuilt, but aircraft delivery delays hurt growth plans: Campbell WilsonAir India's CEO Campbell Wilson is stepping down. He states the airline has rebuilt its foundations. However, aircraft delivery delays and ...
AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
Zinc prices at multi-year highs: What’s driving the rally and what lies ahead?Zinc prices have climbed to multi-year highs as tight global inventories, rising production costs, and supply disruptions fuel a strong ral...
TSMC working hard to meet chip demand, would 'like' to hike pricesC.C. Wei, speaking at the company's annual shareholder meeting in the Taiwanese city of Hsinchu, said customers are still upbeat on the out...
Govt reviews West Asia crisis impact on MSMEsUnion MSME Minister Jitan Ram Manjhi held a high-level meeting to assess the impact of the West Asia geopolitical situation on India's smal...