Beyond Nvidia: The hidden winners of the AI investment boomThe real money in the AI build-out is being made where physical capacity can't keep pace with capital, argues Subho Moulik, Founder & CEO a...
16 Jul, 2026, 11.19 AM IST
'We faltered, did not move quickly:' How IBM CEO Arvind Krishna's statement led to $70 billion wipeoutIBM shares rebounded nearly 2% in premarket trade after plunging 25% in their worst single-day fall in 58 years, wiping out nearly $70 bill...
15 Jul, 2026, 03.38 PM IST
TCS, Infosys, Wipro & other IT stocks fall more than 2%. Here's whyIndian IT stocks such as TCS, Infosys, Wipro, HCLTech, Tech Mahindra, Persistent Systems and Coforge declined up to 2.5% after IBM plunged ...
15 Jul, 2026, 09.26 AM IST
Wall Street banks see AI 'super cycle' set to boost deals, financingInvestment banks have reaped strong fees from AI-related deals, including SK Hynix's $26.5 billion ADR offering and SpaceX's record $86 bil...
14 Jul, 2026, 11.33 PM IST
Data center firm Switch taps banks for IPO that could value it up to $80 billionData center operator Switch is preparing for a significant initial public offering. This offering could potentially raise up to ten billion...
14 Jul, 2026, 09.02 PM IST
IBM stock tumbles 25% as preliminary quarterly results fall below expectationsIBM shares tumbled sharply in premarket trade after the company flagged weaker-than-expected second-quarter results, missing both profit an...
14 Jul, 2026, 07.50 PM IST
Infosys, Wipro ADRs crash up to 7% as IBM warning sends ripples across IT sectorInfosys and Wipro ADRs fell after IBM forecast weaker-than-expected quarterly revenue, signalling enterprise spending is shifting from soft...
14 Jul, 2026, 06.34 PM IST
IBM warns AI boom is squeezing software budgets, triggers sector routSoftware investors have long been on edge over fears that AI tools capable of automating routine work could pose an existential threat to t...
14 Jul, 2026, 06.10 PM IST
ET Graphics: Wall Street cuts AI giants’ paper valuation loopLast week, AI bellwethers including Nvidia, AMD and Intel came under renewed selling pressure, while semiconductor stocks such as Micron, B...
14 Jul, 2026, 06.00 AM IST
Global Market: AI stocks take a breather after blistering rally as investors reassess valuationsAI-linked stocks are showing signs of fatigue as investors lock in profits. Semiconductor and memory-chip makers have seen sharp retreats f...
13 Jul, 2026, 12.50 PM IST
Global Market: SK Hynix warns of historic memory chip shortage by 2027 as AI demand soarsSK Hynix anticipates a severe global memory chip shortage extending beyond 2030. Accelerating artificial intelligence infrastructure demand...
13 Jul, 2026, 10.59 AM IST
Korea's Kospi hits 8% lower circuit, trading halted. What's rattling investors today?South Korea's benchmark Kospi index plunged 8% to lower circuit on Monday as rising tensions in the Gulf and soaring oil prices rattled glo...
13 Jul, 2026, 10.11 AM IST
Korea’s SK Hynix shares make stellar US market debut, rocket 13% on continued AI optimismSK Hynix's U.S. shares surged thirteen percent on their Nasdaq debut. The South Korean chipmaker raised twenty-six point five billion dolla...
11 Jul, 2026, 10.20 AM IST
Morgan Stanley warns AI chip rally may be running out of steamMorgan Stanley's Lisa Shalett warned semiconductor stocks may be overvalued as hyperscalers increasingly develop lower-cost proprietary AI ...
10 Jul, 2026, 10.03 PM IST
SK Hynix makes US debut today. Will investors sell Micron to buy the AI memory leader?SK Hynix begins US trading after a $26.5 billion ADR sale, expanding investor access to its AI memory chip business. The Nasdaq listing cou...
10 Jul, 2026, 06.09 PM IST
Donald Trump's son bet big on Bitcoin, lost $600 million from family fortuneAmerican Bitcoin, though, stuck with its crypto strategy and has seen its shares slump more than 95% from their peak. That’s erased more th...
09 Jul, 2026, 09.02 PM IST
Palantir shares fall 4% as AI software stocks come under pressurePalantir shares fell over 4% as investors sold high-valuation AI software stocks amid concerns over slower-than-expected AI adoption. Weak ...
08 Jul, 2026, 08.43 PM IST