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SEMICONDUCTOR MARKET TRENDS
AI, algorithms and human judgement: The future of portfolio managementAI is moving beyond technology and reshaping how investors analyse markets, manage risk and construct portfolios. As algorithms become incr...16 Sep, 2026, 04.12 PM IST- Automated chip design, physical AI lead startup activity across APAC: AWS execOn the sidelines of the StradVision media tour in Seoul, AWS's Tiffany Bloomquist said these trends were per the company's expectations for...15 Sep, 2026, 05.23 PM IST
- US stocks today: US stocks end lower as AI slowdown fears hit chipmakersUS stocks ended lower as Nvidia and other chipmakers fell after AI leaders raised safety concerns and called for slower development. Rising...15 Sep, 2026, 01.43 AM IST
- As private wallets begin to open, India's big future bet takes offIndia’s Rs 1 lakh crore RDI programme is beginning to unlock venture capital flows into deeptech, marking a shift in the country’s attempt ...14 Sep, 2026, 01.43 PM IST
- ETMarkets Smart Talk | AI, defence, power: Investors need to be selective as valuations turn expensive, says Aditya KhemaniAditya Khemani, Head of Equities at Invesco Mutual Fund, believes investors need to be particularly selective at this stage. He cautions ag...14 Sep, 2026, 08.30 AM IST
- $4 billion CIO Nimesh Chandan spots 4 bullish signals for Indian stocks. What changed?India’s stock market is poised for a broader recovery as four core cycles—macroeconomics, corporate earnings, credit growth, and market sen...11 Sep, 2026, 11.25 AM IST
- US stocks today: US stocks slip as AI fears weigh on software, while oil and rate bets add pressureUS stocks fell as renewed AI disruption fears hit software shares, while rising oil prices and shifting Federal Reserve rate expectations a...09 Sep, 2026, 01.44 AM IST
- Global Market: Kospi extends winning streak to four sessions as Samsung, SK Hynix rallySouth Korean stocks surged nearly 2%, with the Kospi reaching a three-week high, driven by semiconductor gains as concerns over AI investme...08 Sep, 2026, 09.44 AM IST
- FIIs poured nearly Rs 50,000 crore into these sectors in last 2 months. Here’s what they boughtForeign investors turned net buyers in India, deploying Rs 49,830 crore across sectors in July and August, with consumer services, healthca...08 Sep, 2026, 09.05 AM IST
- US Stock Market: Wall Street braces for CPI test as Fed rate-hike bets hang in balanceInvestors are turning their focus to U.S. inflation data due this week, with the August CPI and PPI reports expected to influence expectati...07 Sep, 2026, 09.40 AM IST
- Nifty 30,000 target still on track; why Elara’s Harendra Kumar prefers IT, power and smallcapsWe are telling people that this is the right time to look at the market constructively. Historical evidence suggests that this is the time ...07 Sep, 2026, 09.02 AM IST
- D-St set for a negative opening as GIFT Nifty signals weak startThe Indian equity market ended the week on a positive note, with the Nifty increasing by 0.1 percent on Friday. Factors such as global mark...07 Sep, 2026, 08.24 AM IST
- Wall Street Week Ahead:Investors to pore over inflation data for signals on rate trajectoryInvestors await crucial inflation data next week which may decide the Fed's interest rate move. The S&P 500 index is nearing its record hig...05 Sep, 2026, 09.17 AM IST
- US Market: Tech stocks challenge Wall Street’s traditional bear market definitionThe traditional 20% threshold for defining a bear market is facing fresh scrutiny as highly volatile technology and semiconductor indexes r...03 Sep, 2026, 10.19 AM IST
- Global Market: Data centre boom fuels demand for power, cooling equipment suppliersThe global AI data centre boom is creating fresh opportunities for power and cooling equipment suppliers as developers race to overcome inf...02 Sep, 2026, 01.49 PM IST
- Wall Street Week Ahead: Jobs report, Broadcom results pose next hurdles for stock market rallyIn the coming week, the U.S. jobs data will be a focal point for investors, potentially impacting the Federal Reserve's interest rate strat...29 Aug, 2026, 09.54 AM IST
- Semiconductor GCCs set to add 10,000 jobs in IndiaAbout 80% of the expected headcount growth will come from existing GCCs and 20% from new centres, said Pareekh Jain, chief executive of EII...28 Aug, 2026, 06.00 AM IST
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