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AI STOCKS RALLY
ETMarkets Smart Talk | Power, electricals and cooling could be biggest winners of India’s $25 billion data-centre boom: Atul SuriIndia's data-centre expansion will drive significant investment in physical infrastructure. Power equipment and electricals are poised to b...- US stocks today: US stocks open higher as chips recover, megacap earnings loomWall Street opened higher as chip stocks rebounded from last week’s sharp decline, supporting gains across major indexes. Investors are now...
- Downfall of a Wall Street darling: Why Oracle shares crashed 65% from peakOracle shares have dropped about 65% from their peak as investors shift focus from AI-driven cloud growth to rising capital expenditure, de...
- How Korean stocks turned from trusty bellwether to AI frenzyThat volatility, felt on dealing desks from Tokyo to New York, has not only wreaked havoc with portfolios - it has also dramatically distor...
- Is Korean stock market turning into open casino? How retail leverage is fueling wild swingsMemory chip bellwethers SK Hynix and Samsung Electronics make up just over half of the benchmark Kospi. Much of the stock market’s previous...
- Global Market: AI-driven chip rally stumbles as investors question lofty valuations after sharp selloffGlobal artificial intelligence stock rallies experienced a sharp setback last week. Investors are now reassessing expectations surrounding ...
- US Stock Market: Earnings season gathers pace as AI heavyweights, chipmakers take centre stageUS corporate earnings season is set to accelerate this week with key tech giants announcing their results for this quarter. Investors antic...
- NIfty IT logs best weekly gains since Oct 2025Indian IT stocks experienced a significant rebound this week. The Nifty IT index saw its best weekly gain since October 2025. This rally fo...
- Wall Street's chip index enters bear market! Is the AI bubble finally going bust?Wall Street's semiconductor index slipped into bear market territory after tumbling more than 20% from its June peak, raising fresh questio...
- Wall Street Week Ahead: Alphabet, Intel results in focus for AI trade as US earnings rev upCorporate earnings season is gaining momentum with key tech updates expected soon. Investors anticipate strong profit growth, which has sup...
- Chipmakers and other high-flying stocks slide as AI trade wobblesAs July commenced, global tech stocks faced a notable decline, predominantly driven by chip shares. This drop indicates investor profit-tak...
- US stocks today: US stocks open lower as chip rout extendsWall Street opened lower as investors reassessed the strength of the AI-driven rally, triggering a fresh selloff in chip stocks. Nvidia and...
- Global Market: South Korea's AI-driven stock frenzy fuels volatility, challenges market fundamentalsThe sharp swings have unsettled investors and regulators alike, with market movements increasingly driven by leveraged investment products ...
- Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalersAI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slo...
- Global Market: China stocks face steep weekly losses as CXMT IPO sparks liquidity crunch fearsChinese and Hong Kong equities fell sharply as CXMT’s $8.6 billion IPO and a pipeline of large listings raised concerns that liquidity woul...
- Among AI crowd, some investors position for slower hyperscaler spending growthFor most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assump...
- US stocks today: S&P 500, Nasdaq fall as chip stocks weaken; earnings and data in focusThursday saw declines in the S&P 500 and Nasdaq indexes, primarily due to a renewed slump in chip stocks that outweighed positive earnings ...
- Global Market: China stocks hold steady despite GDP miss as investors shift to consumer, financial sharesChinese stocks showed stability as investors shifted focus from technology to traditional sectors. Disappointing second-quarter economic gr...
- Explained: Why South Korea's Kospi jumped 7% despite escalating Middle East tensionsSouth Korea's benchmark Kospi surged 7% on Wednesday, extending its rally for a second session as softer-than-expected US inflation data an...
- 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...
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