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BOOM AND BUST CYCLE
Quote of the day by George Soros: "A boom/bust process occurs only when market prices find a way to influence the so-called fundamentals that are supposed to be reflected in market prices."- Samsung flags 19-fold jump in profit, but shares slump on jitters AI boom may stall
- Global Market: Samsung, SK Hynix double down on AI chip boom with massive investment push despite oversupply risks
- 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
- 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
- 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
- Micron overtakes Meta in market value amid relentless AI infrastructure demandMicron Technology has surpassed Meta Platforms in market valuation for the first time, driven by a strong AI-fueled rally. The memory chip ...26 Jun, 2026, 02.17 PM IST
- Micron joins rivals pitching AI deals as cure for memory's boom-bust cycleMemory chip giants like Micron are forging long-term "take-or-pay" deals, securing billions from customers like Nvidia to ensure consistent...25 Jun, 2026, 09.31 PM IST
- How SK Hynix's bet on a niche memory chip made it more valuable than SamsungSK Hynix has risen to claim the title of South Korea's most valuable company, a testament to its visionary 14-year investment in high-bandw...24 Jun, 2026, 02.33 PM IST
- Investors expecting 15-20% returns may be disappointed: Rajeev ThakkarInvestors should brace for lower nominal equity returns, as corporate profit growth moderates, according to PPFAS Mutual Fund's Rajeev Thak...23 Jun, 2026, 11.13 AM IST
- SK Hynix overtakes Samsung to become South Korea's most valuable companySK Hynix has surged past Samsung Electronics to become South Korea's most valuable company, driven by its dominance in high-bandwidth memor...22 Jun, 2026, 11.24 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
- Quote of the day by Warren Buffett: "As bandwagon investors join any party, they create their own truth, for a while"Warren Buffett’s quote highlights how herd behaviour can create temporary market realities detached from fundamentals. As investors chase t...08 Jun, 2026, 06.00 PM IST
- MU stock price today hits new record above $1,000 as Micron crosses $1 trillion market cap: What's driving the rally and what are analysts' price targets?Micron (MU) stock price target: Micron Technology's stock surged past $1,000, driven by robust demand for AI infrastructure and its key rol...01 Jun, 2026, 11.35 PM IST
- AI bubble debate gets real as chip stocks rallyChipmaker stocks are soaring, leading to a debate about an artificial intelligence bubble. Demand for AI data center chips is driving price...01 Jun, 2026, 06.00 AM IST
- US-led AI investments risk capital destruction: Chris WoodJefferies' Chris Wood warns of significant capital destruction in the current AI investment cycle, drawing parallels to past boom-and-bust ...30 May, 2026, 07.48 AM IST
- SK Hynix flooded with unprecedented offers from big tech firms to secure chip suppliesGlobal tech giants are making unprecedented offers to SK Hynix. They want to invest in new production lines and fund expensive equipment pu...10 May, 2026, 06.06 PM IST
- Samsung hits $1 trillion valuation, joins TSMC’s elite club as AI chip boom powers record rallySamsung Electronics has achieved a $1 trillion market valuation, driven by soaring demand for AI chips. The memory giant's stock has quadru...06 May, 2026, 07.08 AM IST
- Sandisk has thumping quarter on AI boom, secures long-term contracts and unveils big buybackSandisk has reported a significant surge in revenue and profit. The company has secured long-term contracts worth at least $42 billion. Thi...01 May, 2026, 09.08 AM IST
- Quotes of the day by Bill Miller: “All of the great investing periods begin when things are terrible and end when they are wonderful.”Legendary investor Bill Miller highlights that prime investment opportunities emerge during market downturns, not when things appear rosy. ...21 Apr, 2026, 05.58 PM IST
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