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The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...- Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadershipThe plan, anchored by Samsung Electronics and SK Hynix, marks Lee's boldest push yet to align South Korea's AI and chip ambitions with his ...
- Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...
- From export bans to price crashes: Why onion farmers need more than buffer stock purchasesRecent hikes in procurement price have provided little relief, according to stakeholders, as onion farmers argue that prices are still belo...
- Ceasefire hopes between US and Iran drag oil prices lower: What lies ahead?The recent decline in oil prices is primarily driven by fading fears of supply disruptions. Earlier, markets had priced in worst-case scena...
- Oil slips again as US, Iran sign peace dealOil prices dropped as the U.S. and Iran reached an interim agreement to end the war, reopen the Strait of Hormuz, and lift sanctions on Teh...
- Self-driving tech supplier Mobileye plans US robotaxi service next yearMobileye will launch its own robotaxi service in the United States next year. The company plans to deploy about 100 robotaxis in a major US...
- Ethanol transition can shift to "Transport Energy Backbone" to shield India from oil shocks: KPMGIndia's ethanol use is evolving beyond simple blending. It is set to become a key transport energy source. This will help manage fluctuatin...
- Silver prices crash nearly 50% in 5 months. Is it still worth investing?A similar trend has been reflected in India’s MCX futures market, where silver prices tumbled from a record ₹4.28 lakh per kg to around ₹2....
- Will SpaceX factor last after IPO? Mega listing plan sparks valuation debate amid AI boomSpaceX's huge IPO is set to launch, attracting record investor bids. This event will test the market's appetite for AI companies. Investors...
- An LNG glut is on its wayThe closure of the Strait of Hormuz and the shutdown of Qatar’s LNG exports have pushed gas prices higher, but the disruption could ultimat...
- AI bubble debate gets real as chip stocks rallyChipmaker stocks are soaring, leading to a debate about an artificial intelligence bubble. Demand for AI data center chips is driving price...
- Global clean-energy manufacturing supply far exceeds demandGlobal clean-energy manufacturing capacity now exceeds demand. Asia, led by China, dominates production, pushing prices down. This oversupp...
- Micron joins $1 trillion club as AI race powers memory chip boomMicron has reached a significant milestone, crossing $1 trillion in market value for the first time. This achievement highlights the compan...
- A warning to critical minerals buyers: Avoid butter mountains, aluminium floodsWestern nations are investing heavily in critical minerals to reduce dependence on China. However, experts warn this could lead to a surplu...
- Rs 10.9 lakh crore burden: Iran shock can take a load off India's backRising oil prices triggered by the Iran conflict are pushing India to accelerate its shift away from fossil fuels, with the government fast...
- The Ukraine war is changing. European allies' strategy must change tooUkraine's war effort has shifted, with drones dominating the battlefield and blunting Russia's advantages. While Russia faces higher casual...
- Oil & gas sector outlook 2026: Higher brent prices seen boosting upstream firms, hurting OMC marginsGlobal oil markets have shifted dramatically. Geopolitical tensions have caused a surge in Brent crude prices. Supply disruptions are a maj...
- Facing supply glut for chips, Apple-supplier IQE targets Asian and AI marketsIQE offers GaN Power electronics which aims to serve power hungry AI infrastructure as the likes of generative AI ChatGPT consumes a lot mo...
- Crude oil: A tale of two crashesWhile decline in demand was the key driver for the 2008 crash, the sharp drop in prices this time around are being caused by a supply glut.
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