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AI INVESTING
Microsoft launches firm to help companies adopt AI with $2.5 billionMicrosoft has launched a new venture, Microsoft Frontier Company, backed by $2.5 billion, to guide businesses in selecting and integrating ...
No longer magnificent? How Apple, Microsoft and other Mag 7 stocks are crumbling under AI pressureThe Magnificent Seven are underperforming as investors question whether massive AI spending will generate adequate returns. With $2.3 trill...
AI chip demand stays strong, but component shortages emerge as next challenge: NomuraThe artificial intelligence (AI) boom is entering a new phase where the biggest challenge is no longer demand for AI chips but shortages of...
OpenAI offers 5% stake to Trump administration: reportThe proposed arrangement would involve other U.S. AI companies handing over a similar stake to the government, The Financial Times reporte...
NuVentures invests in the US-based LinqAlpha, an AI-powered investment research firmFounded by former MIT PhDs and Golman Sachs Analysts Jacon Choi, Subeen Pang, Jin Kim, and Hojun Choi in 2023, the startup uses AI agents t...
SoftBank renews talks for $10 billion loan against OpenAI stake, adds concessionsTo make lenders more comfortable, the Japanese technology investor is offering to guarantee repayment of the loan, giving banks recourse to...
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...
SoftBank completes second $10 billion tranche of its $30 billion OpenAI investmentSoftBank has injected another $10 billion into OpenAI, part of a larger $30 billion commitment. This significant investment, funded by a br...
Global Market: Samsung, SK Hynix double down on AI chip boom with massive investment push despite oversupply risksSouth Korean chip giants Samsung and SK Hynix are investing trillions to boost memory chip production, fueled by soaring AI demand. This am...
Dragon trails on AI bullet train as stocks shed most since 2001Chinese stocks are experiencing a significant downturn in 2026, with the MSCI China Index plummeting 15%, marking its worst performance glo...
Fear and anger brew inside Meta amid AI frenzyA frenzied push for artificial intelligence dominance comes with a different kind of cost for Meta, where massive layoffs, employee surveil...
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...
Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycleSouth Korean tech giants Samsung and SK Hynix are investing billions in AI chip production, a move lauded by President Lee Jae Myung. While...
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 ...
Key facts on South Korea's three chip and AI 'mega projects'Below is a summary of the investments and targets announced at the event and in corporate and government statements.
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...
AI investment boom may fuel financial risks: BISThe Bank for International Settlements (BIS) has cautioned about the financial dangers linked to the rapid growth of AI, pointing to issues...
Microsoft under pressure: Why analysts remain bullish despite the recent selloffMicrosoft shares face near-term pressure from AI investment costs and Xbox price hikes, but analysts remain optimistic as Azure, Copilot, a...
ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEOGlobal markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGir...
Anthropic expands hiring for AI infra roles in A-Pac amid surge in demandThe hiring push comes as Anthropic works to expand its computing capacity beyond the US. The company had said in a blog post in April that ...