S&P 500, Dow Jones and Nasdaq close the first half of 2026 higher as chip stocks lead Wall Street: Here's why the US stock market ended June strongS&P 500, Dow Jones and Nasdaq today June 30: US markets concluded the first half of 2026 on a high note, with the S&P 500, Dow Jones, and N...
01 Jul, 2026, 04.28 AM IST
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...
30 Jun, 2026, 06.53 PM IST
US Stock Market: Economic resilience collides with expensive valuations on Wall StreetThe US economy shows surprising strength with robust job growth and consumer spending, yet Wall Street is faltering. Investors are wary of ...
30 Jun, 2026, 09.45 AM IST
India tops Taiwan to reclaim fifth spot in global market capitalisationIndia has surged back to the fifth spot globally in market capitalization, surpassing Taiwan. This marks India's second ascent in recent we...
30 Jun, 2026, 05.44 AM 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
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
South Korean president to unveil massive AI and chip investment driveLee will preside over the event, framed as a national "great leap" due to be unveiled around 0500 GMT, his office said, with ministries c...
29 Jun, 2026, 08.01 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
ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...
27 Jun, 2026, 12.21 PM IST
European shares gain as upbeat Micron forecast revives AI rallyEuropean markets opened on a positive note, driven by a surge in technology stocks. Strong forecasts from US chipmakers Micron and Qualcomm...
25 Jun, 2026, 12.58 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
Japan's Nikkei falls on Fed rate-hike bets, tech valuation concernsThe Nikkei index in Japan fell for a consecutive second day amid worries about potential interest rate increases by the US Federal Reserve ...
24 Jun, 2026, 01.25 PM IST
India among top AI-ready nations, one of world's least concentrated equity markets: J.P. MorganIndia has emerged as one of the top countries in artificial intelligence (AI) readiness, trailing only the U.S. and China, while remaining ...
24 Jun, 2026, 12.12 PM IST
Oil, AI and chips: The new resource race redrawing markets and nationsThe leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...
24 Jun, 2026, 11.01 AM IST
K-Drama on Tech Street: AI rout hits global marketsTechnology stocks experienced a significant downturn, pulling major indices lower as a sharp selloff in Korean chipmakers raised concerns a...
24 Jun, 2026, 06.35 AM IST
3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...
23 Jun, 2026, 09.16 AM IST
US Stock Market: Micron earnings to test strength of AI-fuelled Wall Street rallyThe U.S. stock market's AI-fueled rally faces a crucial test with Micron Technology's upcoming earnings report. Investors are keenly watchi...
22 Jun, 2026, 09.40 AM IST