Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...

Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...

SpaceX is trading at around 107 times its 2025 sales, an astronomical valuation. By comparison, AI heavyweight chipmaker Nvidia recently tr...

As Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...

SpaceX is set to join the Nasdaq 100 index on July 7, a move expected to attract billions in passive investment. This inclusion follows Nas...

Global giants are pouring over USD 90 billion into India, signaling strong confidence in its long-term growth despite global uncertainties....

India and Israel are discussing a Free Trade Agreement (FTA) covering goods and services, and the agreement could be signed in the near fut...

Global markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGir...

India's equity markets are poised for a significant rebound as foreign investors begin to re-evaluate the nation's growth prospects. BlackR...

Global markets are gaining traction as geopolitical worries ease and AI companies report strong earnings. Matt Orton of Raymond James highl...

South Korea’s KOSPI surged as much as 6% to an intraday high of 8,982, extending gains for a second straight session and recovering sharply...

Bernstein has warned that India risks an "AI blackout" if it remains dependent on foreign AI models, urging the country to develop its own ...

India's economic strength, not AI's decline, will drive foreign capital inflows, according to Sameer Dalal. He believes AI's market correct...

South Korean regulatory actions are prompting a reassessment of AI semiconductor valuations, though experts see this as a healthy correctio...

The leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...

Global tech and AI stocks are undergoing a necessary correction, not a collapse, according to Westminster Asset Management's Jonathan Schie...

IBM joined the OpenAI Daybreak Cyber Partner Program and is collaborating with the startup to integrate protective AI tools directly into b...