AI bubble or boom? Why Warren Buffett called Big Short fame Michael Burry ‘Cassandra’Legendary investor Warren Buffett once dubbed Michael Burry, famous for predicting the 2008 housing crisis, as 'Cassandra' for his accurate...
03 Jul, 2026, 10.11 AM IST
Non-AI Nifty suddenly beating Nasdaq, South Korea & Taiwan bourses: Is the global tech trade finally reversing?India's Nifty is surprisingly outperforming global tech giants like Nasdaq, South Korea, and Taiwan, marking a potential reversal in the AI...
03 Jul, 2026, 09.14 AM IST
South Korea's Kospi plunges 8%, extending a two-day slide. What's unsettling the world's hottest market?South Korean stocks experienced a sharp two-day decline, with the KOSPI index plummeting over 10%. This downturn was fueled by concerns ove...
02 Jul, 2026, 12.59 PM IST
India's premium has almost entirely disappeared now: Ben Powell, BlackRockBlackRock's Ben Powell is increasingly optimistic about Indian equities following a period of underperformance. He believes foreign investo...
02 Jul, 2026, 05.40 AM IST
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...
30 Jun, 2026, 06.53 PM IST
US stocks may be headed for a sharp correction, warns Andrew Freris amid AI spending boomMarket strategist Andrew Freris warns Wall Street's rally is built on shaky ground, citing weak earnings and excessive AI enthusiasm. He ad...
30 Jun, 2026, 12.16 PM IST
Global Market Today: Asian stocks climb on tech rally, Yen hits 40-year lowAsian stocks surged to their best quarterly gain in 17 years, mirroring Wall Street's tech-led rally. The Japanese yen hit a four-decade lo...
30 Jun, 2026, 06.34 AM IST
The AI boom won't burst all at once. It will pop in 'rolling bubbles': MacquarieMacquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...
29 Jun, 2026, 04.18 PM IST
'One-time opportunity': South Korea bets big on AI boomSouth Korea's chip industry is poised for a significant boost amidst soaring demand for AI components. Analysts highlight this as a crucial...
29 Jun, 2026, 12.25 PM IST
AI chip rally faces reality check, but bubble fears may be overdone: Adrian MowatSouth Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attri...
29 Jun, 2026, 10.58 AM IST
US stocks fall as report of OpenAI IPO delay causes jittersWall Street stocks fell on Friday, capping a roller-coaster week for tech stocks as traders fretted that valuations may be entering bubble ...
26 Jun, 2026, 07.38 PM IST
The AI boom is wobbling, but the bubble hasn't burstGlobal stock markets are experiencing a cautious rebound following a tech sell-off, fueled by AI spending and hawkish US interest rate sign...
25 Jun, 2026, 07.07 PM IST
Elon Musk loses trillionaire status as SpaceX rally fadesElon Musk's net worth has dipped below the trillion-dollar mark following a significant slump in SpaceX and Tesla shares. Just weeks after ...
24 Jun, 2026, 06.33 PM IST
Why Fed's bubble blind spot is cause for anxietyNew Federal Reserve Chair Kevin Warsh may follow Alan Greenspan's approach of not intervening in financial bubbles, a strategy that led to ...
24 Jun, 2026, 11.52 AM IST
Talk of a bubble is an 'insult to AI' says SoftBank's SonMasayoshi Son, SoftBank's CEO, dismissed concerns about an AI bubble, calling it an "insult to AI" and emphasising its nascent stage with v...
24 Jun, 2026, 11.46 AM IST
AI stocks are in a 'blowoff top' phase but the game isn't over yet: Jonathan SchiesslGlobal tech and AI stocks are undergoing a necessary correction, not a collapse, according to Westminster Asset Management's Jonathan Schie...
23 Jun, 2026, 05.21 PM IST
ETMarkets Smart Talk | AI is real, but AI valuations are not; we are in the FOMO stage of the bubble: Carnelian’s Manoj BahetyAI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of mis...
19 Jun, 2026, 09.00 AM IST