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BOOM CYCLE
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 ...- 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...
- 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...
- 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...
- Germany hit by record temperatures as heatwave moves eastEurope is grappling with a severe heatwave, with Germany recording a new record temperature of 41.3°C. This sweltering weather, linked to n...
- Germany, Poland poised for soaring temperatures as heatwave moves eastA scorching heatwave, responsible for numerous deaths across Western Europe, is now bearing down on Germany and Poland with temperatures ne...
- 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 ...
- 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...
- 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...
- 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...
- Domestic SIPs power India's market resilience amidst FPI outflows: HDFC SecuritiesIndia is experiencing a pivotal shift in its financial markets as domestic investors take the lead over foreign entities, enduring a three-...
- Global Market Today: Asian stocks jump with US futures on Micron outlookAsian markets surged, mirroring US futures, as Micron Technology's stellar sales forecast reignited AI trade confidence. The chipmaker's sh...
- Apple-Intel chip deal makes strategic sense but production is years awayApple is reportedly turning to Intel for chip manufacturing, a move driven by TSMC's inability to meet surging AI demand and Apple's need f...
- 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...
- Beauty's back-end gets investor attention; Naturis in talks to raise Rs 100 croreInvestors are increasingly backing India's beauty and personal care manufacturing sector, moving beyond consumer brands. Companies like Nat...
- In South Korea, a job or partner at Samsung, SK Hynix is the new 'A+' catchSouth Korean matchmaking firms say people working at the firms are now being ranked alongside doctors, lawyers and people from other tradit...
- Software-hardware loop fuelling all new AI super cycleWhile energy and cooling challenges persist, a lot more hardware requirements are expected to emerge, Synopsys CIO Sriram Sitaraman told ET...
- 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...
- 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...
- 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...
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