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SHOCKING: 2 - What They Never Told You

Why is the US stock market rallying big today? Dow Jones, S&P 500 and Nasdaq surge on AI boom — Nvidia and Intel jump as Nasdaq significantly outperformed both the Dow and S&P

US Stock Market Rallies Monday as Tech Leads Rebound After Friday's Selloff: The Dow Jones Industrial Average climbed above 51,000. The S&P 500 advanced nearly 1%. The Nasdaq gained more than 1.5%, leading the rebound. Intel soared 11% on a major Google AI chip order, while Nvidia and Micron climbed…

The Economic Times

Investors Are Punishing Broadcom Stock After Earnings. They’re Missing a 200% Spike in Semiconductor Revenue Ahead.

While Broadcom's post-earnings selloff has dominated the headlines, its forecast for over 200% AI chip revenue growth may be the bigger story investors are missing.

Comparing India with Taiwan, South Korea on semiconductors not very accurate: Union minister Vaishnaw

Comparing India with Taiwan, South Korea on semiconductors not very accurate: Union minister Vaishnaw

India is rapidly advancing in semiconductor manufacturing and AI adoption. Union Minister Ashwini Vaishnaw highlighted significant progress in the country's semiconductor mission, with commercial production already underway. The upcoming Semicon 2.0 program will prioritize chip design. India's electronics sector has seen substantial growth, creating numerous jobs and boosting exports. Global…

The Economic Times

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World's most advanced chips, including Nvidia chips, being designed in India: Union minister Ashwini Vaishnaw

India is now designing advanced semiconductor chips for global leaders like Nvidia and Intel. Over 300 universities are teaching chip design. India aims to become a major semiconductor design and manufacturing hub. The nation is focusing on the entire ecosystem, including manufacturing machines and chemicals. This strategic push is attracting…

The Economic Times

US stocks today: US market gains as semiconductor stocks rebound, Middle East tensions ease

Major Wall Street indexes saw a strong rebound. This recovery was driven by gains in chip stocks. Signs of de-escalation in Middle East tensions also provided support. The Dow Jones, S&P 500, and Nasdaq Composite all registered gains at the opening bell.

The Economic Times

Tech stocks dive as Fed bets rattle AI rally

Asian markets are experiencing a significant downturn. High-flying semiconductor stocks are bearing the brunt of the selloff. This follows a sharp fall in U.S. markets after strong jobs data increased the likelihood of a rate hike. Investors are moving away from top-performing bets. Market participants suggest this is a healthy…

The Economic Times

Kospi ends 8% lower as chip rout deepens; Samsung, SK Hynix crash up to 10%

South Korea's KOSPI index experienced a significant selloff, plunging 8.23% as investors cashed in on the AI rally, revealing the market's heavy reliance on semiconductor stocks. This sharp reversal, exacerbated by geopolitical tensions, saw major chipmakers like Samsung and SK Hynix tumble, highlighting the index's concentration risk.

The Economic Times

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India can win in AI deployment despite lagging in advanced chips: Neelkanth Mishra

India can win in AI deployment despite lagging in advanced chips: Neelkanth Mishra

India can create significant economic value by deploying artificial intelligence to solve real-world problems in healthcare, education, and banking. While behind in AI and chip manufacturing, the nation is making progress. Future plans aim for advanced chip production. Investment in research and deep technology is crucial for growth.

The Economic Times

Bruker Signals Growth Pivot as Semiconductor and Overseas Orders Gain Steam

Bruker (NASDAQ:BRKR) is seeing stronger order momentum across several end markets, with semiconductor metrology, non-U.S. academic and government customers, and parts of its diagnostics business helping offset continued weakness in U.S. academic funding, a company representative said at a Jefferies

China's chipmakers emerge as rising force in AI memory market: Report

China's chipmakers emerge as rising force in AI memory market: Report

The report highlighted that China's leading NAND flash maker, Yangtze Memory Technologies Corp (YMTC), and top DRAM producer, ChangXin Memory Technologies (CXMT), are advancing their IPO plans at a time when demand for AI-related memory chips is surging globally.

The Economic Times

S&P 500 could end 9-week winning streak, Dow and Nasdaq fall - here are reasons why US stock market is down today June 5

S&P 500 could end 9-week winning streak, Dow and Nasdaq fall - here are reasons why US stock market is down today June 5

S&P 500, Dow and Nasdaq down today: Wall Street ended the week in the red as a robust US jobs report fueled fears of prolonged high interest rates. Tech stocks, especially semiconductors, bore the brunt of the sell-off. Investors are now seeking refuge in defensive sectors, while global shipping and…

The Economic Times

Bitcoin's star fades, as investors flock to lustre of AI and megacap IPOs

Bitcoin's star fades, as investors flock to lustre of AI and megacap IPOs

After more than a decade, Bitcoin finds itself in a downturn unlike any spring we've seen before. Its value has plummeted as AI stocks surge, and with fresh market listings on the horizon, investors are reallocating their resources. Many are choosing to withdraw from Bitcoin ETFs, shifting their focus to…

The Economic Times

Navitas: NVIDIA’s AI Power Broker?

Navitas: NVIDIA’s AI Power Broker?

Navitas Semiconductor solves severe thermal bottlenecks in artificial intelligence server racks by fundamentally transforming power delivery architecture.

Bitcoin soon to become a thing of the past? What is wrong with world's largest cryptocurrency which hit record highs above $125,000 a few months back?

Bitcoin soon to become a thing of the past? What is wrong with world's largest cryptocurrency which hit record highs above $125,000 a few months back?

Bitcoin price is around 40 per cent lower than where it was when U.S. President Donald Trump took office in January 2025, having vowed to make the U.S. the crypto capital of the world.

The Economic Times

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Broadcom’s AI Backlog Is Becoming Too Big to Ignore. Here’s Why AVGO Is a Buy Now.

If Broadcom's earnings were so strong, why did the stock crash?

'At some point you've got to make money': Goldman's top AI skeptic warns the clock is running out ahead of OpenAI and Anthropic IPOs

Jim Covello has been Wall Street's most consistent voice of AI doubt. Two years on, he asks:"when does the short term become the long term?"

How Is Microchip Technology's Stock Performance Compared to Other Semiconductor Stocks?

Microchip Technology has underperformed its semiconductor peers over the past year. However, Wall Street analysts remain strongly optimistic about its prospects.

Broadcom's Whiplash: Shares Tank After Pre-Earnings Surge

Broadcom just saw a big run-up going into its latest earnings report and a crash following it. Here's what caused shares to slip.

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ABM Industries Q2 Earnings Call Highlights

ABM Industries (NYSE:ABM) reported stronger second-quarter fiscal 2026 revenue growth and record first-half new sales bookings, while management maintained its full-year adjusted earnings outlook and said it expects a stronger margin performance in the second half of the year. President and Chief E

The Economic Times

India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar Sinha

India is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector has corrected, market veteran Punita Kumar Sinha believes value is emerging, with domestic themes and earnings growth offering long-term potential despite near-term challenges.

Beyond Nvidia: Europe's best-performing AI stocks of 2026

Europe may not have a Nvidia of its own, but it has become home to some of the world's best-performing AI stocks. Companies supplying the infrastructure behind artificial intelligence — from lasers and optical chips to testing equipment and servers — have delivered gains of up to 2,200% in 2026.

SEMI Reports Global Semiconductor Equipment Billings Increased 14% Year-Over-Year in Q1 2026

MILPITAS, Calif., June 5, 2026 /PRNewswire/ -- SEMI, the industry association serving the global semiconductor and electronics design and manufacturing supply chain, today announced in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report that global semiconductor equipment billings increased 14% year-over-year to US$36.55 billion in the first quarter of 2026.…

Broadcom Can't Cap Dow's 874-Point Bounce: Stock Market Today

Technology was one of only two sectors not to close higher on Thursday, and it was basically all about one semiconductor stock.

Navitas Semiconductor Stock Is a High-Risk, High-Reward Buy on News of an Nvidia Partnership

Navitas stock pops 20% after Nvidia partnership announcement at the COMPUTEX 2026.

ASML Stock Is Hot, But Please Don’t Go Too Overweight on Chip Stocks

ASML Holdings (ASML) is a global leader in advanced semiconductor manufacturing systems, recently reaching an all-time high of $1,743.27. ASML demonstrates robust technical momentum. Shares are up 133% over the past 52 weeks. Despite strong performance, some analysts consider ASML overvalued and suggest diversification via ETFs like the iShares Semiconductor...

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