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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 ...- 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...
- AI mania reorders Asia's stock marketsWith AI investments taking center stage, South Korea and Taiwan's stock markets have outpaced India in terms of market capitalisation, larg...
- Can Nvidia's RTX Spark do for Windows what Apple silicon did for Macs?Nvidia unveils RTX Spark, a chip designed for AI agents, aiming to transform personal computers. This move is compared to Apple Silicon's i...
- AI fever spreads, but are markets masking economic cracks?Investors are pouring money into Artificial Intelligence, even as economic worries grow. SpaceX's massive IPO signals strong AI interest. C...
- 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...
- What are AI PCs that Nvidia's Jensen Huang is betting on?Nvidia is pushing AI PCs with a new chip for local processing. AI-optimized computers are boosting some companies' results. New AI PCs from...
- Tech jobs go cold; Chip startups shift gearIndia’s tech hiring has fallen to its lowest level in more than two years. This and more in today's ETtech Top 5.
- Nvidia to work with US, European humanoid robot makers in addition to China's UnitreeAfter CEO Jensen Huang's keynote address in Taiwan on Monday ahead of the Computex trade show, Nvidia announced that the company is working...
- 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...
- Nvidia chip powered Microsoft's first Windows PCs are set to be unveiled, claim reports. All details hereNvidia and Microsoft will unveil the new PCs at the Computex trade show in Taiwan and Microsoft's Build developer conference in San Franc...
- Foxconn has immense confidence in growth momentum due to AI, chairman saysTaiwan's Foxconn sees strong growth driven by AI demand. Chairman Young Liu is optimistic about the second half of the year. Cloud provider...
- Huawei bets on speed over shrinking transistors to sidestep US chip sanctionsChina has been barred since 2019 from importing ASML's most advanced extreme ultraviolet (EUV) lithography machines, curbing the ability of...
- C2i Semiconductors tapes out power management chipSpeaking to ET, Ram Anant, CEO and Co-Founder of C2i Semiconductors, said that power management is becoming a bottleneck as companies are b...
- AI rally: SK Hynix, Micron Technology join trillion-dollar club; Taiwan bourse overtakes India in market valueThe AI boom is fueling a surge in chipmakers like SK Hynix, Samsung, and Micron, pushing them into the $1 trillion market-cap club. This gl...
- Nvidia CEO Jensen Huang pays for all customers at Taiwan food stall to get his order firstNvidia CEO Jensen Huang paid for all customers at a Taiwanese market stall to get ahead in a queue for grilled corn, sparking a viral momen...
- 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 ...
- US stocks today: US stocks fall as higher yields threaten AI-led rallyWall Street declined as rising Treasury yields and inflation concerns tied to the Middle East conflict weighed on sentiment. Tech stocks le...
- US stock market jumps sharply today as Dow Jones reclaims 50,000 — Why the Dow, S&P 500 and Nasdaq are all in green after U.S.-China trade summit boostUS stock market jumps sharply today as the Dow Jones, S&P 500 and Nasdaq rally on renewed optimism from the U.S.-China trade summit and boo...
- India underperforms Asian rivals amid earnings and valuation strainIndian stocks are facing losses while other economies see gains. This is due to a global AI investment frenzy benefiting chip makers like S...
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