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Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...- Ghayal hoon isiliye ghatak hoon! Why a global tech crash could be the right medicine for wounded Nifty bullsGlobal capital flows are shifting away from semiconductor-heavy markets like South Korea and Taiwan. This tech-led meltdown presents an opp...
- AI fever spreads, but are markets masking economic cracks?Investors are pouring money into Artificial Intelligence, even as economic worries grow. SpaceX's massive IPO signals strong AI interest. C...
- TSMC working hard to meet chip demand, would 'like' to hike pricesC.C. Wei, speaking at the company's annual shareholder meeting in the Taiwanese city of Hsinchu, said customers are still upbeat on the out...
- TSMC reports $54.55 billion profit in 2025 as AI-driven chip demand boosts earningsTaiwan Semiconductor Manufacturing Company, TSMC, announced impressive 2025 financial results. The chipmaker achieved over 120 billion US d...
- TSMC boss upbeat on outlook as AI boom shows no sign of easingChief Executive C.C. Wei, speaking at TSMC's annual shareholders' meeting in the northern Taiwanese city of Hsinchu, added that its custome...
- Broader markets crash! Physicswallah, Coforge, other small & midcap stocks tumble up to 6%. Do you own?Indian smallcap and midcap stocks plummeted on Wednesday due to persistent FII selling, a weakening rupee, and global factors. IT stocks, w...
- Sensex tumbles over 1,100 points, Nifty below 23,200. 6 key factors behind today's D-Street routIndian stock markets experienced a significant downturn on Monday, with benchmark indices Sensex and Nifty falling over 1% each. Rising Ira...
- Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowessSouth Korea's stock market has surged past India's, becoming the world's sixth-largest, driven by its semiconductor giants' AI boom. India ...
- SK Hynix pans to double wafer capacity in next five years, group chairman saysChey Tae-won was speaking at the Computex conference in Taipei, where executives from some of the world's top technology companies, includ...
- SK Hynix joins $1 trillion club after Samsung, Micron on AI chip boomSK Hynix has crossed the $1 trillion market value mark. This milestone follows similar achievements by rivals Samsung Electronics and Micro...
- TSMC's Japan unit fab swings to profit in Q1The subsidiary of Taiwan Semiconductor Manufacturing Co (TSMC) in Kumamoto, Japan, turned a profit in the first quarter of this year, marki...
- 18 days. That's all it takes for a Samsung strike to crash the global AI chip market, and the whole world is holding its breathSamsung strike to crash the global AI chip market: The Samsung strike threatens global AI chip supply chains as 45,000 workers plan an 18-d...
- At Samsung, the global AI boom spurred a looming strike and deep divisionsA major strike looms at Samsung Electronics over AI boom profits. Over 45,000 workers demand fair bonus distribution. The dispute could dis...
- Foxconn logs quarterly net profit jump on AI demandTaiwanese tech giant Foxconn saw a 19% profit increase. Artificial intelligence server demand is fueling this growth. The company expects s...
- Samsung Electronics union threatens to walk out of pay talks if no mediation proposalSamsung Electronics' labour union in South Korea is threatening to halt pay negotiations. The union demands a larger share of operating pro...
- India underperforms Asian rivals amid earnings and valuation strainIndian stocks are facing losses while other economies see gains. This is due to a global AI investment frenzy benefiting chip makers like S...
- Micron stock jumps 14% to all-time high of $742.15, skyrocketing 690% in one year: Is AI demand transforming MU stock into the heart of the semiconductor revolution?Micron stock price shocked Wall Street after surged 14% and touched $738.12 in one of the biggest semiconductor rallies of 2026. The jump i...
- Samsung reaches $1 trillion valuation: What’s fuelling the AI chip surge?Samsung Electronics has crossed a $1 trillion valuation. This milestone is fueled by strong demand for AI chips. The company is a major sup...
- Samsung hits $1 trillion valuation, joins TSMC’s elite club as AI chip boom powers record rallySamsung Electronics has achieved a $1 trillion market valuation, driven by soaring demand for AI chips. The memory giant's stock has quadru...
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