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The empire of doubt, ally of convenience: America at 250, seen from IndiaAs America marks 250 years, its global dominance, built on military might and economic power, faces unprecedented challenges. Internal self...- 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 ...
- ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...
- AI boom heading for a dot-com-style bust? ‘Dean of Valuation’ Aswath Damodaran warns correction could be more painful than 2008Global finance expert Aswath Damodaran warns AI's massive infrastructure spending, funded by debt, poses a greater risk than the dot-com cr...
- US stocks: US market's indexes advance with boost from chips, Iran optimismU.S. stock indexes rose Thursday, led by semiconductor shares and easing inflation fears, despite anticipated Federal Reserve interest rate...
- US markets plunge: Dow Jones, S&P 500 and Nasdaq crash as Trump’s Iran threat sparks a risk-off market selloff, pushing the U.S. dollar higher and oil prices sharply upwardDow Jones, S&P 500 and Nasdaq crashed as Trump’s Iran threat reignited fears of a wider Middle East conflict. Investors rushed into the U.S...
- 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 ...
- SpaceX aims to launch orbital AI computing tests by end of next yearDuring two investor presentations ahead of the IPO, both featuring President Gwynne Shotwell and Chief Financial Officer Bret Johnsen, Spac...
- US stocks | Alphabet taps Intel to make three million in-house chips: ReportNvidia has not placed an order with Intel yet, but has been evaluating whether the company's technology can be used to make a processor tha...
- Alphabet taps Intel to make three million in-house chips: ReportGoogle has placed a significant order with Intel for over three million tensor processing units to be manufactured in 2028. This move signa...
- AI rally: SK Hynix, Micron Technology join trillion-dollar club; Taiwan bourse overtakes India in market valueThe AI boom is fueling a surge in chipmakers like SK Hynix, Samsung, and Micron, pushing them into the $1 trillion market-cap club. This gl...
- US stocks today: US stocks slips as oil jumps on renewed Mideast concernsWall Street slipped as oil prices jumped after Iran signaled a tougher nuclear stance, raising fears of prolonged supply disruption. Rising...
- SpaceX reveals Musk company links, from Cybertrucks and jets to stock investmentsSpaceX's IPO filing shows deep financial links between Elon Musk's companies. Transactions include Cybertruck purchases and shared jets. Te...
- ASML CEO sees tight supply in booming chip market as AI demand soarsThe global chip market faces a prolonged period of tight supply. Demand from artificial intelligence, satellites, and robots is surging. AS...
- Elon Musk, Apple's Tim Cook to head to China with Trump: White HouseTop US executives, including Tesla's Elon Musk and Apple's Tim Cook, will accompany US President Donald Trump on his visit to China this we...
- Intel CEO who won over Donald Trump and Elon Musk now needs a breakthroughIntel CEO Lip-Bu Tan is entering his second year with renewed optimism, securing interest from tech giants like Apple and Tesla, and seeing...
- Intel CEO who won over Trump and Musk now needs a breakthroughSince taking the helm at Intel, CEO Lip-Bu Tan has focused on external partnerships, securing interest from tech giants like Apple and Tesl...
- Apple and Intel’s chip-making deal: What does this mean for the chip industry? Which Apple devices could get Intel chips?Apple and Intel have reportedly reached a preliminary agreement for the chipmaker to produce components for Apple hardware. This marks a po...
- Apple, Intel have reached preliminary chip-making deal: ReportIntel has a preliminary deal with Apple to make chips for its devices. This is a big win for Intel's manufacturing. Apple could get more ch...
- SpaceX files plan for $55 billion Terafab chip facility in TexasSpaceX plans to invest $55 billion in a Texas semiconductor manufacturing facility, Terafab, aiming to significantly increase domestic chip...
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