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GLOBAL AI SUPERCYCLE
The AI play no one is talking about: Why BofA is snapping up power & metals instead of ITBofA Securities India's Amish Shah advises shifting from IT to infrastructure, citing a 'dangerous gap' in consensus earnings forecasts. He...- 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...
- Asia's industrial supercycle is outpacing the West Asia oil shock: Chetan Ahya, Morgan StanleyA China-driven supply realignment, cutting gas imports by 45% and oil by 30%, has effectively added 7.5 million barrels daily to global mar...
- How to regain funds & frolic: India’s capex push needs savings, competitiveness and global capital flows to alignAsia is experiencing an industrial boom. India can benefit by increasing manufacturing and attracting investment. This will create jobs and...
- Dell stock skyrockets on AI demand: Can Dell become the next AI infrastructure giant as Wall Street rushes into Dell shares?Dell Technologies shares jumped nearly 40% after AI server demand exploded, shocking Wall Street. The Dell stock rally came as AI server bo...
- HFCL vs Sterlite Tech: Both stocks turn multibaggers, rocket up to 375% YTD. Should you invest amid AI boom?Optical fibre makers HFCL and Sterlite Technologies are experiencing a boom, with shares surging due to massive demand for AI-driven data c...
- Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts belie...
- FirstCry, Slice’s FY26 numbers; Nilekani’s Fundamentum eyes deeptech pushFirstCry parent cut its losses in the March quarter on tightened costs. This and more in today's ETtech Top 5.
- First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock marketA global AI-led market shift is driving massive foreign capital outflows from India toward East Asia’s technology hubs, with overseas inves...
- China's CXMT expects revenue to surge as memory chip demand soarsChina's top memory chipmaker, CXMT, anticipates first-half revenue around $17.62 billion, driven by a global memory supercycle fueled by AI...
- US Stock Market: AI-fueled memory supercycle boosts chip stocks while hardware companies struggleThe AI boom is causing a global memory chip shortage. This is creating winners among chip makers like Micron and Samsung, whose shares are ...
- Why global fund managers are giving D-St the cold shoulderForeign investors have significantly reduced their holdings in Indian equities, driven by slowing earnings growth, the AI boom in South Kor...
- Samsung hits $1 trillion valuation, joins TSMC’s elite club as AI chip boom powers record rallySamsung Electronics has achieved a $1 trillion market valuation, driven by soaring demand for AI chips. The memory giant's stock has quadru...
- PSU mutual funds see Rs 4,498 crore outflow in March: ReportPSU mutual funds saw Rs 4,498 crore in outflows in March, a mild improvement from February, according to Vallum Capital. While PSU funds po...
- Semicon Mission 2.0 set to prioritise memory chipsIndia's semiconductor mission is shifting focus to advanced memory packaging. High Bandwidth Memory, crucial for AI data centers, will be p...
- Global Market | Chip boom drives Korea’s historic export spike amid rising oil tensionsSouth Korea's exports surged an impressive 48.3% in March, driven by a massive boom in semiconductor demand fueling the global AI race. Whi...
- Samsung sees AI driving strong chip demand in 2026, executive saysJun Young-hyun, a Samsung Electronics vice chairman and co-CEO who oversees the company's chip business, made the comments at Samsung's an...
- South Korean chip industry worried Iran crisis to disrupt raw material supply, boost chip pricesSouth Korea's chip industry is concerned that a prolonged Iranian crisis will disrupt supplies of key materials from the Middle East and in...
- Bitcoin smashes past $117,000 as Nvidia hits $4 trillion — is this the start of a tech-crypto supercycle?Bitcoin at $117,000 and Nvidia crossing $4 trillion in market value isn’t just hype — it might signal the start of a massive tech-crypto su...
- GenAI fails to spark phones, PC upgrade boom, say executivesCounterpoint Research expects AI laptop PCs with the ability to run advanced GenAI applications will account for every three out of four la...
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