South Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attri...

Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...

Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...

Micron Technology has surpassed Meta Platforms in market valuation for the first time, driven by a strong AI-fueled rally. The memory chip ...

Japan's Nikkei index experienced a significant drop of 4% on Friday, largely due to a sharp decline in tech investor SoftBank Group, which ...

Memory chip giants like Micron are forging long-term "take-or-pay" deals, securing billions from customers like Nvidia to ensure consistent...

Apple's revised pricing for India is now in effect, making Macs and iPads more expensive across the lineup. The company says rising RAM and...

Global stock markets are experiencing a cautious rebound following a tech sell-off, fueled by AI spending and hawkish US interest rate sign...

Zoho founder Sridhar Vembu dismisses the massive AI data center buildout as a potential bubble, contrasting IBM CEO Arvind Krishna's concer...

Chip stocks surged on Wednesday, adding over $400 billion in market value, fueled by optimistic forecasts from Micron Technology and Qualco...

Micron's earnings report highlights the rising influence of AI on the semiconductor sector. The company has exceeded projections while fore...

J.P. Morgan has elevated its forecast for the S&P 500 in 2026 to 7,800, driven by strong earnings from AI investments and a consistent econ...

SK Hynix’s rise to South Korea’s most valuable listed company reflects a long-term bet on HBM chips that became central to the AI boom. Bac...

Wall Street witnessed a significant downturn in semiconductor stocks Tuesday, impacting major AI beneficiaries. Memory chipmakers like SanD...

Valuation expert Aswath Damodaran warns the AI boom's massive capital expenditure, largely debt-funded, could lead to a more painful downtu...

Global finance expert Aswath Damodaran warns AI's massive infrastructure spending, funded by debt, poses a greater risk than the dot-com cr...

A sharp rise in AI infrastructure spending has catapulted many tech stocks in the US to huge returns over the past 12 months. Technology ac...