While AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortage posing a major risk to the rally, says Nuva...

India's Nifty is surprisingly outperforming global tech giants like Nasdaq, South Korea, and Taiwan, marking a potential reversal in the AI...

Chip stocks experienced a significant downturn, with major AI rally leaders seeing sharp profit-taking after a record quarter. The VanEck S...

The Magnificent Seven are underperforming as investors question whether massive AI spending will generate adequate returns. With $2.3 trill...

SK Hynix is investing a massive 100 trillion won ($64.38 billion) to build new chip plants, including a NAND flash memory facility, in Cheo...

Samsung Electronics and SK Hynix shares plunged as much as 14% as South Korea’s Kospi extended its sharp selloff for a second day. The decl...

South Korean stocks plunged nearly eight percent at close Thursday as tech giants Samsung and SK hynix tumbled on fears of slowing AI chip ...

Founded by former MIT PhDs and Golman Sachs Analysts Jacon Choi, Subeen Pang, Jin Kim, and Hojun Choi in 2023, the startup uses AI agents t...

BlackRock's Ben Powell is increasingly optimistic about Indian equities following a period of underperformance. He believes foreign investo...

Meta has poured hundreds of billions of dollars into data centers and AI chips.

India is championing open-source and homegrown AI models to counter potential access restrictions on advanced frontier technologies. The IT...

India's central bank has identified soaring AI stock valuations globally as a financial stability risk, warning of potential market spillov...

The US economy shows surprising strength with robust job growth and consumer spending, yet Wall Street is faltering. Investors are wary of ...

Microsoft shares are heading for their worst month since 2000, falling 17% in June as concerns over heavy AI spending and delayed returns e...

Macquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...

Major stock markets in China, India, and Hong Kong are lagging in the global AI race, with top companies now holding a smaller market share...

As Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...