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Investments in emerging sectors rise, but bank and NBFC financing remain limited: Report

Emerging sectors like AI, semiconductors, and defence are attracting significant investments while bank lending is limited. The financing patterns vary, with AI and space primarily funded through equity. Risks such as technology obsolescence and payment delays impact the lending sector significantly. Banks are encouraged to develop specialized financing strategies to…

The Economic Times · 8h ago

QUALCOMM’s Quarterly Earnings Preview: What You Need to Know

QUALCOMM is expected to release its fiscal Q4 earnings early next month, while analysts project a significant EPS decline.

Barchart · Oct 24

Why Western Digital's AI Storage Boom Defies the Chip Sell-Off

Western Digital shares fell amid a chip sell-off despite rising margins, revenue growth, and strong demand for its hard disk drives, as the company posted higher guidance and a dividend increase.

MarketBeat · Oct 24

India's chip path is clearly laid out: Ashwini Vaishnaw outlines road map to a bigger, better semiconductor ecosystem

Vaishnaw said India’s semiconductor ambitions rest on a clear sequence: establish a foothold in high-volume chip manufacturing, develop domestic design capabilities and progressively move towards advanced technologies

The Economic Times · Oct 23

FCC grants Intel waiver for foreign-made robotic devices

The FCC said it would grant a one-year waiver of its rules in order to prevent "potential disruptions in the availability of domestic semiconductor manufacturing services for Intel's customers."

The Economic Times · Oct 23

Japan’s Nikkei falls over 1% as Wall Street tech selloff rattles markets

Japan’s Nikkei 225 falls as a Wall Street tech sell-off weighs on semiconductor and AI-linked stocks. Concerns over valuations and spending pressure Japanese equities, while select consumer and food stocks advance.

The Economic Times · Oct 23

US stock market today: Why have Nasdaq, S&P 500 slipped to lowest in months? Reasons behind Meta, Tesla, CoreWeave, Intel stock price fall, check top performing stocks

US Stock Market today: Chipmakers Western Digital, Intel, ADM , Sandisk, and Marvell all posted steep percentage losses amid the broader semiconductor selloff.

The Economic Times · Oct 22

US stocks today: Nasdaq slumps 2.5%, S&P 1% as revived AI doubts ignite tech selloff

US stocks fell sharply as renewed concerns over massive AI spending triggered a selloff in technology and semiconductor shares. The Nasdaq suffered its steepest one day decline since June, while the S&P 500 also dropped. Tesla and Meta fell, while oil prices climbed to a five-month high amid fresh Middle…

The Economic Times · Oct 22

Lam Research's Earnings Beat Wasn't the Real Story—Its 2027 Outlook Was

Lam Research posted record fiscal Q1 2027 results and raised its 2026-2027 wafer fabrication equipment spending forecasts, signaling chipmakers' capital spending plans remain intact despite a stock sell-off.

MarketBeat · Oct 22

Broadcom’s Hock Tan Says AI’s Next Bottleneck Isn’t Chips, Power, or Memory. It’s Not a Tech Problem at All.

CEO Hock Tan believes financing, not chips or power, could become AI’s biggest bottleneck, as strong demand continues but investors question whether massive AI spending can generate lasting profits.

Barchart · Oct 22