Anderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...

Saurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...

AI data center power shortage: The AI boom's next frontier is electricity, shifting focus from models and GPUs to the immense power needed ...

Citi Research initiated coverage on four Indian electrical equipment makers, seeing strong domestic transmission buildout and accelerating ...

South Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems fr...

Renewed Middle East tensions are driving oil prices higher, fueling inflation and economic growth concerns. Despite market optimism, signif...

Anticipating significant capital raises from tech giants like SpaceX and OpenAI, investors are shifting focus to Asian supply chain compani...

Mythos cyber audit: Companies are testing their public-facing assets using existing AI models such as Opus 4.7 and GPT 5.5 and have also as...

As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts belie...

The global AI boom has transformed the semiconductor industry, pushing Micron and SK Hynix past the $1 trillion market value mark. Surging ...

Hindalco and Nalco shares climbed as aluminium prices hit a four-year peak. Geopolitical tensions in Iran and possible production curbs in ...

The 2026 monsoon comes with a clear warning: Rainfall is forecast at 92% of the long-period average, with higher-than-usual probability of ...

Procurement has evolved into a strategic business driver, moving beyond its traditional support role. Modern enterprises are adopting intel...

Smartphone prices are no longer dropping predictably. The demand for AI chips is causing component costs to surge. This means phones are la...

Here’s a thing investors in equity need to keep in mind. A large part of the upmove one might see in the next one or two trading sessions w...

Small auto component suppliers are facing severe financial strain. They are urging major car makers to help manage rising wages, energy, an...

Copper prices are surging, driven by a confluence of factors including geopolitical tensions, structural supply shortages, and booming AI-d...