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THE WELLNESS FOUNDRY
The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...- China, India see top firms lose market cap share in AI lagMajor stock markets in China, India, and Hong Kong are lagging in the global AI race, with top companies now holding a smaller market share...
- These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsFrom a macro perspective, it is clearly a good time to be bullish. But as valuations remain high in parts of the market despite the recent ...
- These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 27%, according to analystsWe are in a phase in the US-Israel-Iran war where statements are made, then retracted. And, in a matter of just 48 hours, they are made all...
- 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 ...
- Why is the US stock market rallying big today? Dow Jones, S&P 500 and Nasdaq surge on AI boom — Nvidia and Intel jump as Nasdaq significantly outperformed both the Dow and S&PUS Stock Market Rallies Monday as Tech Leads Rebound After Friday's Selloff: The Dow Jones Industrial Average climbed above 51,000. The S&P...
- South Korea labour minister calls on tech firms to share excess AI profits with suppliers, staffIn an interview, Kim Young-hoon told Reuters that companies like Samsung Electronics that outperform profit targets should consider sharing...
- 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...
- Industrial Bong for the Buck: A blueprint for West Bengal’s evolution from an entrepot to a production hubWest Bengal’s hopes of an industrial revival face structural challenges despite strong manufacturing growth over the past decade. A NITI Aa...
- US stocks today: Dow posts closing record high, S&P 500, Nasdaq muted as AI rally pausesUS stocks ended mixed as the Dow hit a record closing high driven by healthcare and consumer gains, while tech and chip stocks lagged. Bank...
- US to invest $2 billion in IBM, other quantum computing firmsUS government will invest $2 billion in nine quantum computing firms, including IBM’s new chip venture Anderon, to strengthen America’s lea...
- IBM stock, Rigetti Computing RGTI shares jump big thanks to quantum computing grants. All about big move by Trump AdministrationIBM Stock: The Trump administration is awarding $2 billion in grants to nine quantum-computing companies in deals.
- These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analystsGiven the latest news flow from the Gulf region, the probability is high that we might once again see the bulls attempting a comeback. As u...
- 18 days. That's all it takes for a Samsung strike to crash the global AI chip market, and the whole world is holding its breathSamsung strike to crash the global AI chip market: The Samsung strike threatens global AI chip supply chains as 45,000 workers plan an 18-d...
- Why is Taiwan the elephant in every room between US and China?US President Donald Trump met Chinese President Xi Jinping in Beijing. Taiwan remains the most crucial issue for China. The island's self-g...
- AMD shares jump 13% as AI chip demand lifts strong resultsShares of Advanced Micro Devices jumped sharply after the chipmaker delivered strong quarterly results and issued an upbeat outlook, driven...
- Intel stock jumps 12% to all-time high: why are INTC shares surging big today as Intel stock climbs from $20 to $97 in 8 months— is Trump the biggest winner? here’s what’s remaking the INTC storyIntel Stock Surges 12%: Apple Chip Deal Talks and a Blockbuster Q1 Remake the INTC Story. Intel stock delivered one of its most dramatic si...
- How Intel (INTC) went from the brink of collapse to one of tech's most surprising turnaround storiesIntel (INTC) growth 2026 story: Intel stock has surged dramatically, surpassing dot-com era peaks, driven by unexpected demand for its AI c...
- US Stock Market: Intel’s AI bet drives upbeat forecast and investor confidenceIntel forecast stronger-than-expected Q2 revenue of $13.8–$14.8 billion, driven by robust demand for AI-focused server chips, with earnings...
- Tata Electronics' head of construction resigns; new exec hired: SourcesLast month, ET had reported that KC Ang had resigned from his role as president and head of Tata Semiconductor Manufacturing's (TSM), marki...
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