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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 ...- Regulator, cos discuss price hike for some cancer drugsIndia's drug pricing authority may soon approve a price hike for vital platinum-based cancer medicines. These drugs, including carboplatin ...
- 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...
- South Korea, Taiwan leapfrog India, but the race was lost decades agoSouth Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems fr...
- 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...
- Waiting for your dream phone to get cheaper? That moment may never comeSmartphone prices are no longer dropping predictably. The demand for AI chips is causing component costs to surge. This means phones are la...
- What are Samsung union workers demanding and how might a strike play out?Samsung Electronics faces its worst-ever strike as nearly 48,000 workers threaten an 18-day walkout over bonus payouts. The union demands t...
- PS5 prices up, PS Plus up, next they’ll charge $5.99 to turn on console, user says as Sony raises prices due to market conditionsSony is raising PlayStation Plus subscription costs. New prices begin May 20 for new users in some areas. Monthly and quarterly plans will ...
- Samsung, labour union meet again as Seoul threatens to intervene to block strikeSamsung Electronics and its labor union are in crucial government-led talks. The aim is to resolve a dispute over pay and bonuses. A strike...
- At Samsung, the global AI boom spurred a looming strike and deep divisionsA major strike looms at Samsung Electronics over AI boom profits. Over 45,000 workers demand fair bonus distribution. The dispute could dis...
- 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 ...
- Electric two-wheeler makers brace for raw material price hikes, AI infra pressureElectric two-wheeler manufacturers are facing significant margin pressure and potential price hikes due to soaring raw material costs and s...
- Global headwinds put electric bike companies on price hike pathElectric two-wheeler companies are feeling the pinch. Rising raw material prices and supply chain issues are impacting profits. Companies l...
- Old stock turns gold for retailers as smartphone prices rise amid memory cost inflationAs memory prices experience inflation, the landscape of India's smartphone market is shifting. Retailers momentarily benefit from increased...
- SK Hynix flooded with unprecedented offers from big tech firms to secure chip suppliesGlobal tech giants are making unprecedented offers to SK Hynix. They want to invest in new production lines and fund expensive equipment pu...
- Samsung seeks to renegotiate supply terms with centreAmidst the backdrop of escalating component prices, Samsung has entered negotiations with the government, aiming to revisit the terms of th...
- Samsung reaches $1 trillion valuation: What’s fuelling the AI chip surge?Samsung Electronics has crossed a $1 trillion valuation. This milestone is fueled by strong demand for AI chips. The company is a major sup...
- AMD forecasts revenue above expectations on strong AI demand, shares jump 12%Advanced Micro Devices anticipates strong second-quarter revenue driven by high demand for its AI chips. The company's data center segment ...
- AMD Stock price jumps big after Advanced Micro Devices earnings call forecast second-quarter revenue above Wall Street expectationsAMD Stock Price: Advanced Micro Devices forecast second-quarter revenue above Wall Street expectations on Tuesday.
- Force majeure enabled for 'war'-hit contracts: Govt procurers to grant case-by-case extensions, only for firms that hadn’t defaulted by Feb 27The finance ministry has authorized force majeure for govt contracts impacted by the West Asia conflict, treating it as war. This offers re...
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