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GLOBAL AI CHIP MARKET
Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...10 Jun, 2026, 10.01 AM IST- Why did the Nasdaq 100 crash more than 550 points today? US stock market Dow Jones, S&P 500 and Nasdaq plunge into deep red as AI's biggest winners become the market's biggest losersUS stock market crash today: The Nasdaq just delivered a sharp reality check to Wall Street. On June 9, 2026, the tech-heavy Nasdaq Composi...09 Jun, 2026, 11.12 PM IST
- Samsung Electronics considers building chip packaging plantSamsung Electronics is exploring a significant investment in Gwangju, South Korea. The company is considering a new advanced semiconductor ...09 Jun, 2026, 05.44 PM IST
- India back at no.6 in m-cap league after Korea stock routIndia has reclaimed its position as the sixth largest economy by market capitalization. This shift occurred as South Korea's market cap saw...09 Jun, 2026, 07.12 AM IST
- US stocks | Alphabet taps Intel to make three million in-house chips: ReportNvidia has not placed an order with Intel yet, but has been evaluating whether the company's technology can be used to make a processor tha...08 Jun, 2026, 10.02 PM IST
- Why is the US stock market rallying big today? Dow Jones, S&P 500 and Nasdaq surge on AI boom — Nvidia and Intel jump as Nasdaq significantly outperformed both the Dow and S&PUS Stock Market Rallies Monday as Tech Leads Rebound After Friday's Selloff: The Dow Jones Industrial Average climbed above 51,000. The S&P...08 Jun, 2026, 08.39 PM IST
- UK sets out $1.5 billion AI hardware plan with supercomputer, chip fundingBritain is investing over a billion pounds to boost its AI computing power. A new national supercomputer is planned for 2030. The country i...08 Jun, 2026, 06.39 PM IST
- AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...08 Jun, 2026, 10.33 AM IST
- Nvidia clinches deals with South Korean giants include SK Group to advance AI boomSpeaking to reporters in Seoul, Huang's remarks underscored Nvidia's continued cooperation with SK Hynix, a leading supplier of high-bandwi...08 Jun, 2026, 09.37 AM IST
- China, HK stocks open lower as global tech selloff spreads to AsiaChina and Hong Kong stocks opened lower, mirroring regional declines as investors worried about the AI rally's sustainability. Strong U.S. ...08 Jun, 2026, 07.43 AM IST
- AI mania reorders Asia's stock marketsWith AI investments taking center stage, South Korea and Taiwan's stock markets have outpaced India in terms of market capitalisation, larg...07 Jun, 2026, 11.27 PM IST
- China's chipmakers emerge as rising force in AI memory market: ReportThe report highlighted that China's leading NAND flash maker, Yangtze Memory Technologies Corp (YMTC), and top DRAM producer, ChangXin Memo...06 Jun, 2026, 02.46 PM IST
- Apollo wraps up $35 billion debt to buy AI chips for AnthropicThe package, one of the biggest private credit transactions in history, highlights the race by top-tier financiers to fund data center cons...06 Jun, 2026, 09.18 AM IST
- Chip slump erases $1.3 trillion in stock market valueThe PHLX's combined loss of 12% over two sessions shows investors are becoming more concerned about pricey, high-flying tech stocks just as...06 Jun, 2026, 08.40 AM IST
- As AI shifts from training to inference, Intel moves up the stackIntel is changing its AI strategy. The company is now focusing on building complete AI systems and infrastructure, not just chips. This mov...05 Jun, 2026, 06.57 PM IST
- South Korea, Taiwan leapfrog India, but the race was lost decades agoSouth Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems fr...02 Jun, 2026, 02.17 PM IST
- SK Hynix pans to double wafer capacity in next five years, group chairman saysChey Tae-won was speaking at the Computex conference in Taipei, where executives from some of the world's top technology companies, includ...02 Jun, 2026, 01.51 PM IST
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