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Japan's Nikkei slumps as chip selloff, geopolitical tensions dent risk appetiteJapan's Nikkei share average declined 1.3% on Thursday, impacted by a selloff in chip-related stocks. Escalating U.S.-Iran tensions fueled ...- India emerges as global tech partner under PM Modi's 12-yr tenure, exporting to US, China: VaishnawIndia is now a trusted partner in technology value chains. Under Prime Minister Narendra Modi, the country exports electronics, including c...
- 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 ...
- Global Markets: Japan's Nikkei ends higher as chip-related heavyweights jumpThe Nikkei was choppy earlier in the session, inching down as much as 0.16%.
- 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-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...
- European shares slip as Mideast tensions linger; tech stocks pause rallyEuropean shares edged lower, on track for a weekly dip as Middle East peace efforts remained uncertain. Technology stocks led the declines,...
- European shares slip as Mideast tensions linger; tech stocks pause rallyEuropean shares edged lower, on track for a weekly dip as Middle East peace efforts remained uncertain. Technology stocks led the declines,...
- Marvell to join S&P 500 after AI boom helps chipmaker pass profitability testThe company will replace swimming pool equipment distributor PoolCorp on the benchmark index before the start of trading on June 22. Marvel...
- IT secretary signals stricter government controls for AI, biometric devicesIndia is prioritising strategic autonomy and control over AI and biometric hardware, following global trends. Concerns over trusted sources...
- IT secretary signals stricter govt controls for AI, biometric devicesIndia's IT secretary, S Krishnan, emphasized the need for strategic autonomy and control over AI and biometric hardware. Citing concerns ov...
- Gas engine maker Innio valued at $23 billion as shares jump in Nasdaq debutInnio, the innovative gas engine manufacturer, made a spectacular entrance on the Nasdaq, with its market valuation soaring past $23 billio...
- Nvidia starts shipping TSMC-backed CPO switches to tackle AI data centre bottlenecksNvidia Corp. on Wednesday announced that it has started shipping its next-generation co-packaged optics (CPO) switches, developed in collab...
- Global Markets: Japan's Nikkei pulls back from record high on AI selloffJapan's Nikkei index experienced its biggest drop in three weeks on Thursday. This pullback followed a record high. Investors sold AI-relat...
- 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...
- Arm Holdings CEO says US would have difficulty banning AI CPU chip exports to ChinaArm Holdings CEO Rene Haas said on Tuesday that it would be difficult to block the export of CPUs to China that are useful for AI becaus...
- India's semiconductor push gets major boost with $3.3 bn Odisha deal with Intel & 3D Glass SolutionsOdisha, Intel and 3D Glass Solutions Inc. signed an agreement for a new advanced packaging glass core substrate manufacturing facility. Thi...
- Dell raises annual forecasts as AI data center buildout fuels demandUS tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure this year, which would drive up demand ...
- Japan's Nikkei hits record high as chip-related shares jumpJapan's Nikkei share average surged to a record high, driven by strong performance in chip-related equities. This gain overshadowed decline...
- 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 ...
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