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RARE PHOTOS: 14 - The Real Truth

Moonshot is creating new winners and losers in the AI trade

The Chinese startup unveiled Kimi K3 on Friday, a model that it says delivers performance that rivals top-tier offerings from OpenAI and Anthropic PBC at a fraction of the cost. As investors drew comparisons with last year’s “DeepSeek moment,” IG market analyst Tony Sycamore said $314 billion has been wiped…

The Economic Times

UK government, Jeff Bezos back CuspAI's $450 million round as startup seeks to discover new materials

UK government, Jeff Bezos back CuspAI's $450 million round as startup seeks to discover new materials

British startup CuspAI secured four hundred fifty million dollars from investors. This funding will advance its mission to discover new materials for key industries. The company also launched AI Materials Foundry, a coalition of over forty-five firms. Nvidia and Meta are among the partners joining this significant collaboration. CuspAI's platform…

The Economic Times

Stock Market Today: S&P 500, Dow, Nasdaq 100 Futures Gain as Trump Says Iran is 'Very, Very Badly Damaged'— Eva Live, RTX, Synopsys in Focus (UPDATED)

Stock Market Today: S&P 500, Dow, Nasdaq 100 Futures Gain as Trump Says Iran is 'Very, Very Badly Damaged'— Eva Live, RTX, Synopsys in Focus (UPDATED)

U.S. stock futures advanced on Monday, as the Dow Jones, Nasdaq 100, and S&P 500 indices rose, following Friday’s lower close.

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Texas’ bite of the microchip industry is growing thanks to public grants, incentives

For years, the state has been the leading exporter of semiconductor chips. After the Legislature invested more than $1.5 billion into incentives since 2023, the industry has been booming.

The Texas Tribune

AI memory shortage threatens to trigger geopolitical strain, warns SK Group chief

SK Group Chairman Chey Tae-won warned that the global shortage of artificial intelligence memory chips could escalate into a geopolitical issue, predicting that memory demand will far outpace supply through 2027 despite aggressive capacity expansion efforts.

The Economic Times

SOXX Enters Bear Market: Why Ed Yardeni Says Semiconductor Stocks Could Fall Another 12%

The broader stock market remains seemingly calm, but a brutal 20% semiconductor plunge has veteran strategist Ed Yardeni warning that high-flying tech equities have even further to fall.

Goldman Sachs initiates coverage on Sansera Engineering, 3 other auto ancillary stocks with upside of up to 28%. Here’s why

Goldman Sachs has initiated coverage on four Indian auto ancillary companies, turning bullish on Sansera Engineering and Craftsman Automation while assigning Neutral ratings to Bharat Forge and Samvardhana Motherson. The brokerage believes a shift towards precision engineering, aerospace, defence, semiconductors and EV-related opportunities will drive long-term growth and improve margins.

The Economic Times

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US equity funds see first weekly outflow in three weeks as chip selloff weighs on sentiment

US equity funds see first weekly outflow in three weeks as chip selloff weighs on sentiment

US equity funds saw their first weekly outflow in three weeks, with a net $4.8 billion pulled amid a semiconductor selloff and US-Iran tensions, even as bond funds extended their winning streak to 13 weeks and money market funds recorded their largest outflow since April, per LSEG Lipper data cited…

The Economic Times

Global Market: ASML's AI-fuelled rally raises prospects of becoming Europe's first trillion-dollar company

Global Market: ASML's AI-fuelled rally raises prospects of becoming Europe's first trillion-dollar company

The artificial intelligence boom has propelled Dutch chip equipment maker ASML to become Europe's most valuable listed technology company, with investors increasingly betting it could become the continent's first trillion-dollar company. Strong AI-driven demand, a dominant position in advanced chipmaking equipment and bullish analyst forecasts have fuelled optimism, although geopolitical…

The Economic Times

Global Market: China stocks rebound as state support boosts sentiment, tech shares remain under pressure

Global Market: China stocks rebound as state support boosts sentiment, tech shares remain under pressure

Chinese equities rebounded after steep losses last week as signs of government-backed support lifted investor confidence and sparked buying in traditional sectors. While state intervention helped broader markets recover, technology and semiconductor stocks remained under pressure amid valuation concerns and the global retreat from AI-linked shares.

The Economic Times

Global Market: AI-driven chip rally stumbles as investors question lofty valuations after sharp selloff

Global Market: AI-driven chip rally stumbles as investors question lofty valuations after sharp selloff

Global artificial intelligence stock rallies experienced a sharp setback last week. Investors are now reassessing expectations surrounding artificial intelligence spending optimism. The Philadelphia Semiconductor Index fell significantly, entering bear market territory after a strong year. Momentum investing also showed signs of fatigue, with several technology stocks declining. Upcoming earnings reports…

The Economic Times

Global Market: CXMT's $8.6 billion IPO draws strong demand despite cooling enthusiasm for chip stocks

Global Market: CXMT's $8.6 billion IPO draws strong demand despite cooling enthusiasm for chip stocks

Chinese memory chipmaker CXMT Corp's IPO saw oversubscription by institutional investors. This robust demand highlights continued investor interest in China's semiconductor sector. The company's listing is expected later this month on Shanghai's STAR Market. This event will gauge investor appetite for upcoming technology listings. CXMT is a major global producer…

The Economic Times

US Stock Market: Earnings season gathers pace as AI heavyweights, chipmakers take centre stage

US Stock Market: Earnings season gathers pace as AI heavyweights, chipmakers take centre stage

US corporate earnings season is set to accelerate this week with key tech giants announcing their results for this quarter. Investors anticipate strong artificial intelligence growth while monitoring geopolitical tensions and inflation data. Alphabet and Intel results will provide direction for the crucial semiconductor sector. Tesla's earnings also remain a…

The Economic Times

The MANIA Stocks Are Tanking. Here's How to Take Advantage of Semiconductor Volatility.

The MANIA Stocks Are Tanking. Here's How to Take Advantage of Semiconductor Volatility.

While several uber-popular semiconductor stocks are tanking, you may be wondering if you should buy the dip or hedge your bets against these names. Here's what I'd recommend.

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The Economic Times

Dollar firmer as US-Iran conflict intensifies, Brent hits $90

The dollar strengthened against global peers as Middle East tensions escalated. Oil prices surged and investor confidence remained fragile after last week's market turbulence. Geopolitical concerns and semiconductor valuation worries weighed on market sentiment. Federal Reserve officials are debating potential interest rate increases to combat inflation. Cryptocurrencies like bitcoin and…

Taiwan Semiconductor’s $100 Billion Arizona Expansion Is a Bullish Sign for Investors

TSMC stock still looks like a 'Buy' after its latest earnings print.

Tom’s Hardware

Memory chip boss admits RAM prices are 'abnormally high' — SK Group chairman considering building a semiconductor plant in the US to expand supply, calm ‘chipflation’

SK Group Chairman Chey Tae-won said that prices for memory chips are "abnormally high" and that the industry must take steps to increase production and reduce prices. If it fails to do that, new entrants could challenge the incumbent leaders and make the market much more competitive, especially once demand…

AI Investors Are Becoming Pickier. 2 Stocks Still Stand Out.

The easy gains from AI may be over, but few companies still stand to benefit from the next wave of AI infrastructure spending.

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International Business Times

Why the AI Chip Boom Just Forced South Korea to Raise Interest Rates

Bank of Korea hikes interest rates to 2.75% as massive AI semiconductor exports push inflation past 3%. See how the move will impact mortgage rates.

Benzinga Bulls and Bears: PayPal, UnitedHealth, Netflix — And Stocks End Wild Week

Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.

Why has Austria become Europe's hottest AI market this year?

An Austrian chipmaker is up 459% this year, turning Vienna’s bank-heavy market into one of the eurozone's best performers of 2026.

The Economic Times

Wall Street's chip index enters bear market! Is the AI bubble finally going bust?

Wall Street's semiconductor index slipped into bear market territory after tumbling more than 20% from its June peak, raising fresh questions over the sustainability of the AI-driven rally. A new AI model from China's Moonshot and concerns over heavy AI spending triggered a broad selloff across global technology stocks.

The Economic Times

Wall Street Week Ahead: Alphabet, Intel results in focus for AI trade as US earnings rev up

Corporate earnings season is gaining momentum with key tech updates expected soon. Investors anticipate strong profit growth, which has supported stock market enthusiasm. Alphabet's AI spending plans will be closely watched for market-wide impacts. Semiconductor stocks face volatility as expectations for the sector remain high. Geopolitical tensions and inflation fears…

The Economic Times

US stocks today: Nasdaq, S&P fall over 1%, end lower for week as chip selloff broadens

Wall Street declined as AI-driven chip stocks extended losses, triggering broader risk-off sentiment. Semiconductor shares saw sharp weekly declines, while energy stocks gained on rising oil prices amid Middle East tensions. Despite strong early earnings, including bank results, weak forecasts from companies like Netflix weighed on investor confidence.

Inflation Broke Lower, The AI Trade Broke with It: The Week on Wall Street

The best inflation report of 2026 landed on Wall Street this week, and the market sold anyway, abandoning the semiconductor trade that has carried the entire rally for three years.

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