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...
30 Jun, 2026, 02.13 PM IST
Tata Communications announces strategic subsea cable investments between India and SingaporeTata Communications is significantly boosting its subsea cable network between India and Singapore, investing in new fiber capacity to enha...
30 Jun, 2026, 12.02 PM 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
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...
29 Jun, 2026, 12.35 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
Where are the unicorns of 2021In 2021, India witnessed a surge of 39 startups achieving unicorn status. Following a period of easy funding, these companies, including Cr...
28 Jun, 2026, 09.37 AM IST
Beyond Nvidia: Why AI giants like OpenAI, Google and Amazon are building custom chipsThe AI race is heating up as tech giants like OpenAI, Google, Amazon, and Microsoft design their own chips to optimize AI operations. This ...
27 Jun, 2026, 04.22 PM IST
Samsung readies $648 billion bet, report says, as AI boom reshapes South KoreaThe investment, which would include AI data centers, batteries and displays, will be announced at a meeting with President Lee Jae Myung at...
26 Jun, 2026, 08.43 AM 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
US Stock Market: AI chip rally reignites as Micron, Qualcomm forecasts add over $400 billion in market valueChip stocks surged on Wednesday, adding over $400 billion in market value, fueled by optimistic forecasts from Micron Technology and Qualco...
25 Jun, 2026, 09.15 AM IST
Musk’s SpaceX adds billions in debt while cutting interestElon Musk's SpaceX has successfully issued $25 billion in investment-grade bonds, a move that consolidates debt from X and xAI while loweri...
24 Jun, 2026, 09.37 PM 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 spending boom could trigger sharper downturn than dotcom crash: Professor Aswath DamodaranValuation expert Aswath Damodaran warns the AI boom's massive capital expenditure, largely debt-funded, could lead to a more painful downtu...
20 Jun, 2026, 07.46 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
AI Euphoria, Fed Signals and Oil Politics: David Roche warns markets may be ignoring bigger risksGlobal markets are optimistic about AI and easing inflation, but David Roche warns of deeper structural risks. He believes the AI investmen...
19 Jun, 2026, 11.34 AM IST