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Nokia: How a forgotten stock from Finland doubled investors wealth in AI comeback storyNokia shares have doubled in 2026 as investors increasingly view the company as an AI infrastructure player. Strong cloud and AI orders, br...03 Jul, 2026, 05.41 PM IST- AI boom not shock-proof; chip shortage and weak pass-through weigh: ReportWhile AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortage posing a major risk to the rally, says Nuva...03 Jul, 2026, 10.26 AM IST
- 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...03 Jul, 2026, 09.14 AM IST
- US Stocks: Micron, Intel and other chip stocks fall up to 11% after record-breaking rallyChip stocks experienced a significant downturn, with major AI rally leaders seeing sharp profit-taking after a record quarter. The VanEck S...02 Jul, 2026, 10.26 PM IST
- AI chip demand stays strong, but component shortages emerge as next challenge: NomuraThe artificial intelligence (AI) boom is entering a new phase where the biggest challenge is no longer demand for AI chips but shortages of...02 Jul, 2026, 05.35 PM IST
- Samsung, SK Hynix shares crash up to 14% as Kospi’s massive bloodbath enters day 2Samsung Electronics and SK Hynix shares plunged as much as 14% as South Korea’s Kospi extended its sharp selloff for a second day. The decl...02 Jul, 2026, 02.12 PM IST
- WhatsApp usernames face heat; Byju’s inventory in limboIndia is weighing legal guardrails for WhatsApp usernames amid fresh fraud fears. This and more in today’s ETtech Top 5.01 Jul, 2026, 08.01 PM IST
- Agnikul, Finnish ICEYE in pact to build sovereign SAR satellitesThe partnership aims to create an ecosystem where satellites can be manufactured in India using ICEYE’s SAR technology and deployed on Agni...01 Jul, 2026, 11.58 AM IST
- 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...30 Jun, 2026, 06.53 PM IST
- World's three largest memory chipmakers sued in US over DRAM supply shift to AI memoryA class-action lawsuit has been filed in the US against Samsung, SK hynix, and Micron, accusing them of restricting traditional DRAM supply...30 Jun, 2026, 02.54 PM IST
- US Stock Market: Economic resilience collides with expensive valuations on Wall StreetThe US economy shows surprising strength with robust job growth and consumer spending, yet Wall Street is faltering. Investors are wary of ...30 Jun, 2026, 09.45 AM IST
- India-Japan Summit: Deepening economic ties and strategic investment opportunities for next decadePrime Minister Takaichi's visit to India highlights a robust economic partnership, with Japan a key player in India's infrastructure and au...29 Jun, 2026, 11.03 PM IST
- China, India see top firms lose market cap share in AI lagMajor stock markets in China, India, and Hong Kong are lagging in the global AI race, with top companies now holding a smaller market share...29 Jun, 2026, 01.00 PM IST
- 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...28 Jun, 2026, 10.33 AM IST
- 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...27 Jun, 2026, 04.58 PM IST
- Beyond Nvidia: Why AI giants like OpenAI, Google and Amazon are building custom chipsThe AI race is heating up as tech giants like OpenAI, Google, Amazon, and Microsoft design their own chips to optimize AI operations. This ...27 Jun, 2026, 04.22 PM IST
- As new tech shines, market takes rest on old cushions: Devina MehraForget the hype around tech giants like Mag 7 and MANGOS. Current market data reveals a shift, with US small-cap and old-economy stocks lik...22 Jun, 2026, 05.53 AM IST
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