Why are US stocks rallying despite Fed rate shock? Aswath Damodaran explains in the context of AIUS stocks have defied a sharp rise in Treasury yields as AI-led earnings growth offsets pressure from higher interest rates, says valuation...
09 Oct, 2026, 02.57 PM IST
Tech stocks drag Nasdaq lower on report of OpenAI revenue fall, high yieldsUS equity indexes fell, influenced by megacap technology stocks and concerns regarding OpenAI's revenue performance. The Nasdaq 100 and S&P...
09 Oct, 2026, 01.26 AM IST
Global Market: TSMC third-quarter revenue jumps 50% as AI chip demand surgesTSMC reports record third-quarter revenue, beating estimates as surging AI demand drives strong growth in advanced chips, while the chipmak...
08 Oct, 2026, 01.07 PM IST
MF Tracker: Nippon India Taiwan Equity Fund tops 1-year return chart with 118% gains. Can the strong performance continue?The Nippon India Taiwan Equity Fund has achieved impressive returns exceeding 118% over the last year, driven largely by Taiwan's booming t...
05 Oct, 2026, 10.47 AM IST
How AMD went from Intel’s smaller rival to a $1 trillion AI contenderAMD achieved a $1 trillion market capitalisation as of September 21. The company’s rise is attributed to its success in AI computing and pr...
24 Sep, 2026, 11.30 AM IST
Global funds, same tech bet? The diversification trap Indian investors may missMany Indian investors mistakenly believe they diversify their portfolios by adding foreign countries. However, numerous global indices ofte...
21 Sep, 2026, 12.15 PM IST
AI’s 3 musketeers are hitting the brakes. Why Jefferies’ Chris Wood sees India midcap stocks regaining favourIndia’s domestic economy is showing resilience despite geopolitical and energy risks, with stronger bank credit, corporate lending and earn...
18 Sep, 2026, 10.22 AM IST
Xiaomi launches new Xring chip, partners with TSMC for productionThe introduction of Xring O3 comes a year after Xiaomi launched its first proprietary smartphone processor, the Xring O1, marking the lates...
24 Aug, 2026, 03.36 PM IST
Xiaomi launches new Xring chip, partners with TSMC for production, sources sayXiaomi introduced its new Xring O3 smartphone processor, aiming for greater component control. This chip, made by TSMC using its 3nm techno...
24 Aug, 2026, 12.13 PM IST
TSMC approves $29.44 billion capital budget for capacity expansion amid AI demandTaiwan Semiconductor Manufacturing Co. (TSMC) approved a capital budget of about USD 29.44 billion for expansion amid the ongoing artificia...
12 Aug, 2026, 10.09 AM IST
AI boom reshapes emerging markets, but surging volatility tests investor nervesArtificial intelligence has powered a strong rally in emerging-market technology stocks, led by semiconductor giants in South Korea and Tai...
06 Aug, 2026, 01.53 PM IST
Samsung AI demand drives record chip earnings amid foundry and mobile hurdlesSamsung's semiconductor business achieved record second-quarter performance driven by AI server memory demand. However, its foundry operati...
30 Jul, 2026, 06.27 PM IST
Global Market: TSMC to invest additional $100 billion in Arizona, raises capex on booming AI demandTSMC will invest an additional one hundred billion dollars in Arizona facilities. This expansion underscores strong confidence in future ar...
16 Jul, 2026, 03.32 PM IST
TSMC posts 77% profit jump for Q2, surging past market expectationsTaiwan Semiconductor Manufacturing Company reported a record profit surge. This growth was fueled by strong demand for advanced artificial ...
16 Jul, 2026, 11.22 AM IST
Global Market: TSMC likely to post record Q2 profit as AI chip demand powers growthTaiwan Semiconductor Manufacturing Co. is expected to report another record quarterly profit. Robust global demand for artificial intellige...
16 Jul, 2026, 09.53 AM IST
TSMC's second-quarter profit seen hitting record on AI boomAnalysts said demand for Taiwan Semiconductor Manufacturing Co's (TSMC) 3-nanometre and 2-nanometre process technologies for AI chips, as...
16 Jul, 2026, 08.40 AM IST
TSMC posts record revenue in second quarter on AI demandRevenue in the second quarter rose 36% from a year earlier to a record high on surging interest in artificial intelligence applications. On...
13 Jul, 2026, 11.59 AM IST