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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 ...- Intel Foundry comeback! Is a bigger Intel stock surge ahead? INTC shares surge 9.16% today as Google’s 3 million TPU order and Nvidia testing fuel Intel’s AI revivalIntel stock is back in focus. INTC shares surged 9.16% after reports that Google ordered more than 3 million TPU AI chips from Intel for 20...
- 100 days of Iran war, Rs 4,50,000 crore wiped out: Is your stock portfolio safe from missiles?Indian equities have lost Rs 4.5 lakh crore in 100 days as the Iran-led West Asia conflict and a global AI trade unwind trigger sharp FII o...
- Trump tariffs changed taste of foods in U.S? Label checking reveals shocking detailsTrump Tariffs have grabbed headlines and become the topic of discussion around the world. Now there is a reality-check on the food ingredie...
- US bill targets H-1B pipeline, seeks to end route to permanent residencyA Republican lawmaker has introduced legislation to overhaul the H-1B visa program, aiming to end its use as a pathway to permanent residen...
- 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...
- 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...
- Tech jobs go cold; Chip startups shift gearIndia’s tech hiring has fallen to its lowest level in more than two years. This and more in today's ETtech Top 5.
- 'India must lose the next 15 years in semiconductors': Viral video suggest a 'landline' formula to win the global tech warA debate is raging in India over whether to skip traditional silicon chip manufacturing for 15 years and focus on futuristic technologies l...
- Why foreign investors are exiting Nifty giants to hunt in India's small and midcap marketForeign institutional investors are shifting their focus from India's top blue-chip stocks to a wider array of mid- and small-cap companies...
- Tata Electronics plans to start chip packaging at upcoming Assam unitWhile the Tata Group company has already initiated small-scale shipments from its first commercial OSAT facility in Vemagal, Karnataka, the...
- Why India’s next real estate cycle could be driven by retail investors and REITs, Sandipan Roy explainsIn an interaction with Sandipan Roy, Chief Investment Officer (CIO), at Motilal Oswal Private Wealth, he explains why India’s next real est...
- Bond yields, FIIs and corporate actions among 8 factors to steer D-Street this weekNifty closed marginally higher last week, driven by IT and energy stocks, as markets brace for key events. Technical analysts suggest Nifty...
- Samsung union to start vote on tentative wage dealSamsung labour union members will vote on a tentative wage deal this week. This agreement averted a major strike at the South Korean chip g...
- Samsung chip employees to get average $338,000 bonus under strike dealSamsung chip workers will get big bonuses. An agreement was reached to avoid a strike. Employees in the semiconductor division will share p...
- Samsung union says to embark on 48,000-strong strike on Thursday after impasse on bonusesSamsung Electronics workers plan a major strike on Thursday. Talks over bonus payments have stalled. This action could disrupt South Korea'...
- FIIs slash allocation in India's top 10 bluechip stocks by half. Is that a warning sign for your portfolio?Foreign institutional investors have significantly reduced their allocation to India's top blue-chip stocks, nearly halving their exposure ...
- 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...
- 18 days. That's all it takes for a Samsung strike to crash the global AI chip market, and the whole world is holding its breathSamsung strike to crash the global AI chip market: The Samsung strike threatens global AI chip supply chains as 45,000 workers plan an 18-d...
- 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...
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