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...
15 Jun, 2026, 10.41 AM IST
CEA Anantha Nageswaran says AI stock valuations definitely in a bubbleIndia's Chief Economic Advisor V Anantha Nageswaran warns that artificial intelligence stock valuations are a bubble. He believes the narra...
14 Jun, 2026, 05.34 PM IST
Uday Kotak questions SpaceX valuation, says only time will tell if we're in ‘mega bubble'Uday Kotak described SpaceX’s blockbuster IPO as a test for capitalism, questioning whether investors are backing humanity’s future or fuel...
13 Jun, 2026, 12.56 PM IST
DLI-backed chip companies call for government procurement supportIndian semiconductor startups are urging the government for stronger market access and intellectual property protection. They highlight the...
13 Jun, 2026, 06.00 AM IST
India likely past peak outflows, AI gap its advantage, Lighthouse Canton saysDomestic benchmarks Nifty 50 and Sensex are down about 11% and 13% so far in 2026, respectively, after fears of AI-led disruption tanked th...
12 Jun, 2026, 01.02 PM IST
Will AI-led tech unwinding pause Rs 60,000 crore FII selloff in Indian IT stocks?Global markets are experiencing a tech selloff driven by AI fears, impacting Indian IT stocks with FIIs pulling Rs 60,000 crore. However, s...
10 Jun, 2026, 10.08 AM 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
US lawmakers urge tighter rules on contract chipmakers supplying Chinese firms' overseas unitsThis comes after the Trump administration last week moved to halt a potential loophole that may have led companies to export advanced chi...
09 Jun, 2026, 08.40 AM 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
Indian companies pitch products, seek partnerships at mega tech trade event in TaiwanWhile the event witnessed significant participation from Indian buyers, a handful of Indian companies also exhibited at COMPUTEX 2026, whic...
06 Jun, 2026, 01.33 PM IST
Nvidia CEO Jensen Huang says robotics is South Korea's next big sector, points to 'some suprises'He was talking to reporters after arriving at Gimpo airport in South Korea on a flight from Taiwan.He was talking to reporters after arri...
05 Jun, 2026, 05.59 PM IST
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...
05 Jun, 2026, 07.32 AM IST
TSMC reports $54.55 billion profit in 2025 as AI-driven chip demand boosts earningsTaiwan Semiconductor Manufacturing Company, TSMC, announced impressive 2025 financial results. The chipmaker achieved over 120 billion US d...
04 Jun, 2026, 07.10 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
South Korea, Taiwan leapfrog India, but the race was lost decades agoSouth Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems fr...
02 Jun, 2026, 02.17 PM IST
India's semiconductor startups see investor interest buildingIndian semiconductor startups are experiencing a surge in investor interest, raising $92 million in the first five months of 2026, a signif...
02 Jun, 2026, 06.00 AM IST
India's chip startups cross from prototype to productionIndian semiconductor startups like Netrasemi, Mindgrove, and Agnit are nearing commercial production, with some already running customer pi...
01 Jun, 2026, 06.00 AM IST