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AI BOOM STOCK TOKENS
Cheaper AI is better: Soaring bills are reshaping how businesses choose modelsTop executives such as Microsoft's Satya Nadella, Palo Alto Networks' Nikesh Arora and Coinbase Global's Brian Armstrong have said smaller,...29 Jun, 2026, 04.06 PM IST- 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...29 Jun, 2026, 01.00 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
- Bitcoin is boring. Bring on AI, space and JGB tokensForget Bitcoin's struggles; digital tokens representing real-world assets like bonds and stocks are gaining traction. These 'tokenized asse...29 Jun, 2026, 08.59 AM IST
- Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...28 Jun, 2026, 10.33 AM IST
- Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...27 Jun, 2026, 04.58 PM IST
- Japan's Nikkei ends 4% lower as SoftBank tanks on OpenAI IPO delay reportJapan's Nikkei index experienced a significant drop of 4% on Friday, largely due to a sharp decline in tech investor SoftBank Group, which ...26 Jun, 2026, 12.51 PM IST
- Micron joins rivals pitching AI deals as cure for memory's boom-bust cycleMemory chip giants like Micron are forging long-term "take-or-pay" deals, securing billions from customers like Nvidia to ensure consistent...25 Jun, 2026, 09.31 PM IST
- Chinese AI models up to 50 times cheaper as enterprises reassess OpenAI, Anthropic costs: JPMorganThe report titled "Semiquincententacles: The US Grip on Global Markets," said growing cost pressures are prompting businesses to reconsider...25 Jun, 2026, 07.17 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
- Micron stock surges after Micron earnings report crushes estimates: How is AI demand driving Micron to new heights?Micron's earnings report highlights the rising influence of AI on the semiconductor sector. The company has exceeded projections while fore...25 Jun, 2026, 06.33 AM IST
- Kunal Shah’s WhatsApp win; India bourses insulated from AI boomIn bagging the top job at WhatsApp, Cred’s Kunal Shah has done what no Indian entrepreneur could do. This and more in today’s ETtech Top 5.23 Jun, 2026, 07.58 PM IST
- As AI adoption grows, token consumption comes under close scrutinyBusinesses are facing hefty AI bills, prompting a shift from simply counting AI tokens to scrutinising their actual value. Companies are no...23 Jun, 2026, 01.53 PM IST
- US curbs on AI spur European firms to spread the riskEuropean companies are diversifying AI providers due to US access limits, highlighting a need for domestic alternatives. Major firms like S...22 Jun, 2026, 11.59 PM IST
- After cloud spending, IT companies see 'token maxxing' as AI's next cost challengeIT firms are flagging a new AI challenge: 'token maxxing,' where companies prioritize AI usage metrics over actual business results. This t...22 Jun, 2026, 06.06 PM IST
- AI boom heading for a dot-com-style bust? ‘Dean of Valuation’ Aswath Damodaran warns correction could be more painful than 2008Global finance expert Aswath Damodaran warns AI's massive infrastructure spending, funded by debt, poses a greater risk than the dot-com cr...20 Jun, 2026, 10.19 AM IST
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