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CHRIS WOOD
Non-AI Nifty suddenly beating Nasdaq, South Korea & Taiwan bourses: Is the global tech trade finally reversing?India's Nifty is surprisingly outperforming global tech giants like Nasdaq, South Korea, and Taiwan, marking a potential reversal in the AI...- 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...
- India's next stock market headache isn't oil but a bigger storm brewing in the skiesIndia's stock market faces a new challenge as a severe "Super El Niño" threatens the monsoon, impacting 56% of GDP tied to consumption. Thi...
- 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 ...
- 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...
- FIFA World Cup 2026: New Zealand disappointed but proud after exitNew Zealand's World Cup campaign concluded with a 5-1 defeat to Belgium, leaving them at the bottom of Group G. Despite the loss, coach Dar...
- Investing in SpaceX all about believing in Elon Musk: Chris Wood of JefferiesJefferies' Chris Wood says investing in SpaceX is ultimately a bet on Elon Musk rather than valuation metrics. He highlighted the explosive...
- 'Don't know why we are being sent back': Iran coach Amir Ghalenoei upset after team asked to leave US immediately after FIFA World Cup 2026 openerIran's FIFA World Cup 2026 journey started with a 2-2 draw against New Zealand. However, the team faced immediate travel disruptions. Coach...
- Iran fight back twice to earn dramatic 2-2 draw against New Zealand in FIFA World CupIran twice came from behind to secure a hard-earned 2-2 draw against New Zealand in a politically charged World Cup opener. Elijah Just sco...
- FIFA World Cup 2026: Iran fight back twice to secure 2-2 draw against New ZealandFIFA World Cup 2026: Iran fought back twice to lock in a 2-2 draw against New Zealand in their World Cup debut, demonstrating grit in the f...
- AI euphoria to end? Chris Wood warns mega IPOs, bond pressures may trigger tech correctionJefferies strategist Christopher Wood has warned that the AI-driven stock rally may face a near-term correction amid rising bond yields, cr...
- Good news for Indian mutual fund investors: SpaceX could join Nasdaq 100 after 15 trading daysSpaceX’s expected entry into the Nasdaq-100 could give Indian investors indirect exposure through Nasdaq-linked mutual funds. Jefferies say...
- SpaceX IPO: Why Wall Street biggies Chris Wood, others are not impressed with $1.8 trillion listingDespite significant investor interest, Wall Street experts like Chris Wood and Aswath Damodaran express skepticism over SpaceX's $1.8 trill...
- 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 ...
- Wood urges New Zealand to 'create some history' at World CupChris Wood will lead New Zealand's football team at the World Cup. The squad aims to make history by securing their first-ever win. Wood, a...
- Pakistan secures $1.32 billion IMF funding amid push for reforms, economic stabilityThe International Monetary Fund board has approved new funding for Pakistan. This decision allows for immediate disbursements of approximat...
- AI spending boom soars but no returns for big tech giants, warns Jefferies’ Chris WoodRising AI investments by global tech giants are straining cash flows, with capex nearing record levels relative to operating cash flow. Des...
- Indian economy will take $55-60 billion hit from Trump's 'draconian' tariffs, warns Chris Wood of JefferiesJefferies strategist Chris Wood slammed Donald Trump’s 50% tariffs on Indian goods — including a penalty for Russian oil buys — as “draconi...
- Chris Wood raises weightage on Indian equitiesJefferies' Global Head of Equity Strategy said the renewed restrictions on activity could also raise again the potential risk of a renewed ...
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