Global Markets: AI supply chain bets propel Asian hedge funds to stellar performanceAsia-focused hedge funds delivered outsized returns in 2026 by riding the artificial intelligence boom across semiconductors and related te...
15 Jun, 2026, 10.41 AM IST
Fable 5 wake-up call; Indians chase SpaceX jackpotHappy Monday! The Fable 5 disruption has triggered fresh calls for India to build its own AI muscle. This and more in today’s ETtech Mornin...
15 Jun, 2026, 07.03 AM IST
DBS optimistic about India’s long-term structural growth: Chief says country must invest in talent; focus on wealth spaceDBS Bank's CEO views India as a significant long-term growth opportunity. The nation can benefit from the AI-driven demand for hardware. Ho...
15 Jun, 2026, 05.30 AM IST
Kospi jumps over 8% on Iran peace deal hopes; world's best-performing market up 94% YTDSouth Korean stocks surged on Friday, with the KOSPI jumping as much as 8.5%, driven by optimism that Middle East tensions could ease after...
12 Jun, 2026, 08.12 AM IST
Hidden AI India winners add $48 billion on data-center boomIndian industrial companies are experiencing significant growth by supplying components for data centers. This trend is driven by massive g...
11 Jun, 2026, 02.40 PM IST
AI risks are here, time for tough rules: Anthropic CEO Dario AmodeiAs artificial intelligence grows more powerful, governments must move beyond transparency measures and introduce stronger regulations to ad...
11 Jun, 2026, 10.36 AM IST
China's control over indium phosphide exports threatens AI data centre rolloutAnderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...
11 Jun, 2026, 09.15 AM IST
Kospi tanks 9% in just two sessions! What’s causing bloodbath in 2026’s top market?South Korea’s KOSPI has plunged 9% in two sessions after a strong 2026 rally, as AI-driven semiconductor stocks face profit booking. Rising...
11 Jun, 2026, 09.01 AM IST
Meta partners with Reliance to set up its first data centre in IndiaMeta Platforms is significantly boosting its India investments with a new 168 MW data center in Jamnagar, Gujarat, in partnership with Reli...
11 Jun, 2026, 06.00 AM IST
Reliance, Meta announce Jamnagar data centre; CleanMax to supply over 900 MW renewable energy capacityMeta Platforms is investing heavily in India's digital future. The company is partnering with Reliance Industries to build a new data cente...
11 Jun, 2026, 12.22 AM IST
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
India can take the lead in applying AI in industries: SAP CEO Christian KleinSAP CEO Christian Klein believes India can lead in applying AI to industries like manufacturing and finance, rather than just replicating l...
10 Jun, 2026, 08.52 AM IST
Kospi selloff resumes, tanks nearly 4% as AI unwinding continues; Iran war uncertainty dents moodSouth Korean stocks fell sharply on Wednesday, with the benchmark KOSPI dropping up to 3.6%, as semiconductor shares resumed their decline ...
10 Jun, 2026, 08.51 AM 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
Govt to tap AI for mapping supply chains and investment clustersIndia's upcoming Statistical Business Register (SBR) will leverage AI and analytics to map supply chains, identify investment clusters, and...
05 Jun, 2026, 11.53 PM IST
TSMC working hard to meet chip demand, would 'like' to hike pricesC.C. Wei, speaking at the company's annual shareholder meeting in the Taiwanese city of Hsinchu, said customers are still upbeat on the out...
05 Jun, 2026, 07.32 AM IST
GMDC to develop India’s first AI-powered rare earth supply chain observatory with £600,000 investmentGujarat Mineral Development Corporation Ltd is partnering with the University of Cambridge to create India's first AI-powered rare earth su...
02 Jun, 2026, 12.38 PM IST