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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 ...- Apple stocks: Why are AAPL shares down? Morgan Stanley sounds warning over Siri AI updateAI update to Apple's Siri voice assistant unveiled on Monday garnered lacklustre reviews, spurring caution among investors who have seen te...
- Apple's AI Siri will be held back by aging devices, Morgan Stanley saysApple's new AI Siri faces limitations on many older iPhones. Over 850 million iPhones cannot run basic queries. More than 1.3 billion iPhon...
- 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...
- 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...
- Can Nvidia's RTX Spark do for Windows what Apple silicon did for Macs?Nvidia unveils RTX Spark, a chip designed for AI agents, aiming to transform personal computers. This move is compared to Apple Silicon's i...
- 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...
- Global smartphone market faces record annual decline as chip crunch worsensThe global smartphone market faces its biggest annual drop ever. Shipments are expected to fall by nearly 14 percent this year. This is due...
- Global Market: Japan's Nikkei surges past 68,000 for first time as AI stocks lead rallyJapan's benchmark Nikkei surged past the 68,000 mark for the first time, rising 2.2% to a record 68,203.79, as strong gains in AI and semic...
- Japan's Nikkei retreats from record peak as market gauges fragile Mideast peace talksThe Nikkei touched a record peak of 67,231.28 on Monday and posted a record closing high of 66,934.33, roughly 7% above the 25-day moving a...
- SoftBank overtakes Toyota as Japan's most valuable company on AI boomSoftBank Group has become Japan's most valuable company, surpassing Toyota Motor. This shift highlights investor excitement for artificial ...
- MU stock price today hits new record above $1,000 as Micron crosses $1 trillion market cap: What's driving the rally and what are analysts' price targets?Micron (MU) stock price target: Micron Technology's stock surged past $1,000, driven by robust demand for AI infrastructure and its key rol...
- What are AI PCs that Nvidia's Jensen Huang is betting on?Nvidia is pushing AI PCs with a new chip for local processing. AI-optimized computers are boosting some companies' results. New AI PCs from...
- Samsung overtakes Micron in chips for cars to claim top spot; Captures 40% market shareSamsung Electronics has overtaken Micron Technology to become the world's top automotive memory chip supplier, capturing a 40 per cent mark...
- Dell unveils $699 XPS 13 laptop in challenge to Apple's MacBook NeoStarting at $699 and a reduced $599 for students aged 16 and older during the back-to-school season, the XPS 13 seeks to offer a superior e...
- AI bubble debate gets real as chip stocks rallyChipmaker stocks are soaring, leading to a debate about an artificial intelligence bubble. Demand for AI data center chips is driving price...
- Huawei bets on speed over shrinking transistors to sidestep US chip sanctionsChina has been barred since 2019 from importing ASML's most advanced extreme ultraviolet (EUV) lithography machines, curbing the ability of...
- Minority union at Samsung Electronics to challenge pay deal in courtA labor union at Samsung Electronics plans to challenge a pay deal in court. The deal offers significant bonuses to workers in the profitab...
- Samsung workers approve pay deal, shares surgeSamsung Electronics unionized workers have approved a bonus pay deal, averting an 18-day strike. The agreement, however, creates significan...
- Micron joins $1 trillion club as AI race powers memory chip boomMicron has reached a significant milestone, crossing $1 trillion in market value for the first time. This achievement highlights the compan...
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