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Prabhudas Lilladher cuts Nifty target to 26,449, lists 16 high conviction stock picksAmidst global market turmoil from the Iran-US war and El Nino, Prabhudas Lilladher lowered its Nifty 50 target to 26,449. The brokerage ant...- China's control over indium phosphide exports threatens AI data centre rolloutAnderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...
- AI demand to keep memory tight through 2027, chipflation to squeeze consumer hardware and cloud costsMemory storage is set to remain a structural bottleneck through 2027 as AI demand continues to absorb Dynamic Random-Access Memory (DRAM), ...
- Will AI-led tech unwinding pause Rs 60,000 crore FII selloff in Indian IT stocks?Global markets are experiencing a tech selloff driven by AI fears, impacting Indian IT stocks with FIIs pulling Rs 60,000 crore. However, s...
- SEZ import relief to fast track chip projectsIndia's semiconductor manufacturing sector is set for a major boost. New rules exempt imports for Special Economic Zones from quality check...
- US stocks: S&P 500, Nasdaq fall as tech selling resumes, Trump vows to react to downed US helicopterU.S. stocks fell Tuesday as technology shares reversed earlier gains amid renewed selling pressure. President Trump's vow to respond to Ira...
- Nehru and Modi: Two leaders, two centuries, one shared ambition to transform IndiaNarendra Modi now leads India as its longest-serving elected head of government. This milestone invites comparisons with Jawaharlal Nehru, ...
- US stocks: US market rises as tech shares gain, Middle East tensions easeWall Street indexes opened higher on Tuesday, driven by a second consecutive day of gains for chipmakers. Easing Middle East tensions also ...
- India’s quantum opportunity: Turning scale into strategic advantageIndia has a structural advantage in quantum computing. Its size inherently creates challenging optimisation issues, offering a practical te...
- US stocks today: US market gains as semiconductor stocks rebound, Middle East tensions easeMajor Wall Street indexes saw a strong rebound. This recovery was driven by gains in chip stocks. Signs of de-escalation in Middle East ten...
- 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...
- India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar SinhaIndia is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector ...
- US Stock Market: AI-fuelled tech rally raises concerns over growing market concentrationU.S. technology stocks have surged to unprecedented market influence, driven by AI enthusiasm and now comprising over 39% of the S&P 500's ...
- We expect interest rates to be left the way they are: Ficci chief Anant GoenkaFicci president Anant Goenka advocates for steady interest rates, citing supply-side price pressures from the West Asia crisis. He suggests...
- India in right place at right time on AI but failing to make the right noises, says Citi's Vis RaghavanIndia must highlight its AI power to attract global investment, says Citi's Vis Raghavan. Skilled talent, competitive costs, and infrastruc...
- A company founded around a kitchen table could be world's next trillion-dollar company, says Nvidia CEO Jensen Huang. Who was Marvell's co-founder, who became a certified radio technician at the age of 13?Nvidia CEO Jensen Huang has predicted that Marvell Technology could become the world's next trillion-dollar company, highlighting its cruci...
- Samsung minority union challenges bonus deal in courtA labour union representing several thousand Samsung Electronics employees asked a court on Tuesday to nullify a bonus agreement between th...
- India and US push deeper AI and chip ties as firms eye access to next-generation technologiesA new chapter in Indo-American relations is unfolding as India and the US deepen their partnership in artificial intelligence and semicondu...
- AI Inside: Taiwan goes past India to number 5 in global m-cap leagueTaiwan has surpassed India to become the fifth largest stock market globally. This shift is driven by a strong AI-fueled rally. Taiwan's ma...
- '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...
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