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SEMICONDUCTOR VALUATIONS
FIIs are back with a bang but why are stocks from only 2 sectors their favourites?Recently, foreign institutional investors have rekindled their enthusiasm for Indian equities, with significant investments particularly in...
Anthropic targets $90 billion IPO at $1.4 trillion valuationAnthropic PBC is preparing for an initial public offering aiming for a fully diluted valuation of $1.4 trillion. The company plans to raise...
Titan bets on studded jewellery, premium watches and eyewear to drive growthTitan’s strong Q2 performance, driven by studded jewellery and premiumisation, is expected to sustain earnings growth, with gold price stab...
Wells Fargo upgrades US AI infrastructure stocks to neutral after chip routWells Fargo upgraded its outlook on US AI infrastructure stocks to neutral from negative, citing improved valuations after a steep semicond...
AI stocks: Are the days of easy money over? Aswath Damodaran warns investors of a new market reality ahead of Anthropic IPONYU professor Aswath Damodaran warns that broad-based gains from AI stocks may be fading as investors become more selective. He highlights ...
US stocks: Dow Jones falls 200 points as hot inflation revives rate-hike fears; Nvidia sinksOn Tuesday, Wall Street faced a downturn as inflation figures surpassed projections, raising worries about potential interest rate hikes. T...
Anthropic eyes $1.4 trillion valuation in blockbuster IPO, targets up to $90.4 billion in fundraisingAnthropic is targeting a fully diluted $1.4 trillion valuation through its proposed IPO, seeking up to $64.35 billion. Combined with a $26 ...
Is AI selloff a window to buy? Morgan Stanley sees multiple buying opportunities on Wall StreetMorgan Stanley sees the recent AI stock selloff as an overreaction and recommends selectively buying the dip across hyperscalers, semicondu...
Stocks vs Gold: Which asset could create more wealth in the Samvat 2083?At this moment, Indian equities present a more appealing investment than gold, with the Sensex-to-Gold ratio plummeting to historical lows....
PSBs, pharma and defence: HDFC Securities CEO names Samvat 2083’s dark horsesHDFC Securities MD and CEO Dhiraj Relli identifies public sector banks, pharmaceuticals and defence as potential outperformers in Samvat 20...
FIIs pump Rs 45,960 crore into Indian stocks in a week; is the tide finally turning for Dalal Street?Foreign institutional investors poured a net Rs 45,960 crore into Indian equities in one week, reversing October’s outflows and fuelling a ...
US stock market today: Why is the Nasdaq up 1% while the Dow Jones falls? S&P 500 turns green amid tech stock volatility and Fed rate hike fears over strong October jobs reportUS stock market today: Wall Street is seeing a split recovery on Friday after Thursday's AI-led sell-off. The Nasdaq has jumped 1.02%, whil...
European stocks head for weekly losses amid global tech selloffEuropean shares tumbled as concerns over AI valuations, heavy technology spending and potential US restrictions on data-centre investments ...
Nomura silences AI doubters, says Kospi can hit 10,000 mark to double as fundamentals are intactSouth Korea's Kospi plunged to a nine-month low amid fears that US political shifts could slow AI infrastructure spending and hurt chip dem...
AI selloff hits India too: TD Power, HFCL, Sterlite, other power capex-linked stocks crash up to 15%Indian power capex and AI-linked stocks tumbled as a global technology sell-off spread across markets, with TD Power and Thermax plunging 1...
Nasdaq tumbles over 3% as tech stocks extend selloff after Democrats sweep midterms; Tesla plunges 9%, chipmakers slideUS stocks faced a sharp decline on Thursday, particularly in technology shares, amid concerns over regulatory scrutiny. The Nasdaq Composit...
SanDisk stock crash deepens: Why did SNDK fall 19% today, wiping out 36% in six trading days?SanDisk stock: SanDisk shares plunged more than 19% on Thursday, extending a six-session slide despite strong quarterly earnings and an upb...
Was Michael Burry right about the AI bubble? Wall Street loses $2 trillion as AI and chip stocks plunge: Why are Tesla, Palantir, AMD, Broadcom and SanDisk crashing?Michael Burry's warning about an AI bubble is back in focus as Wall Street loses more than $2 trillion in market value. On Thursday, Novemb...
Japan Investment Corp to sell JSR to Mitsui Chemicals in an over $8.20 bn deal: ReportJapan Investment Corp intends to sell its semiconductor materials subsidiary JSR to Mitsui Chemicals in a significant transaction. This dea...
Beyond tech: Kotak MF’s Shibani Kurian on India’s next innovation-led winnersInnovation-led investment opportunities in India are extending well beyond technology, with healthcare, auto components and industrials eme...