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Microsoft, Amazon and Alphabet earnings reveal the next challenge in the AI race: 'It isn't only chips now.'

New Delhi, Aug. 1 -- Despite fears about AI spending, the latest earnings from Big Tech show that demand for AI infrastructure remains resilient. Strong cloud growth at Microsoft, Amazon and Alphabet ... Read More


Apple vs Nvidia: World's most valuable companies are taking opposite AI paths-but who holds the edge?

New Delhi, Aug. 1 -- Apple's latest earnings reignited the race for the world's most valuable company, briefly pushing it ahead of Nvidia before the AI chipmaker reclaimed the crown days later. The ch... Read More


Short selling, margin calls and.: How Leopold Aschenbrenner's AI hedge fund Situational Awareness lost $35 bn in a month

New Delhi, Aug. 1 -- Only two years ago, Leopold Aschenbrenner was hailed as the "Nostradamus" of AI - a young oracle with a bold prophecy for the future. "Before long, the world will wake up," Asche... Read More


Nvidia's $750 billion circular financing loop: How it became banker, supplier and investor - and how big is the risk?

New Delhi, July 29 -- NVIDIA is working on a fresh round of AI deals worth more than $750 billion, strengthening its role as a financer of the infrastructure and companies driving the AI revolution. ... Read More


Pentagon blacklist of CXMT: Is Washington accidentally creating a stronger Chinese chip rival?

New Delhi, July 28 -- CXMT, China's leading DRAM chipmaker, made a blockbuster debut on the Shanghai Stock Exchange on Monday. Its shares surged 466%, pushing its market value to 3.28 trillion yuan ($... Read More


Iran's $23 billion oil cushion: Can Trump's sanctions force Tehran to back down?

New Delhi, July 28 -- President Donald Trump's economic pressure on Iran has received far less attention than his military strikes, even though senior US officials believe the economic measures could ... Read More


Apple topples Nvidia as world's most valuable company: Why investors are betting on the iPhone giant now

New Delhi, July 28 -- Apple on Monday surpassed Nvidia to become the world's most valuable company for the first time since April 2025. NVIDIA has been the world's most valuable company since June 20... Read More


US market at record highs, China still cheap: Where should Indian investors invest?

New Delhi, July 26 -- With Indian equities witnessing bouts of volatility for months now, many investors are looking overseas for stability and growth. Markets such as the US and China have delivered... Read More


Apple's China chip gamble: Is it ready to bet on Pentagon-blacklisted CXMT and YMTC to win the AI race?

New Delhi, July 25 -- The AI revolution has created a new choke point: memory chips. Demand is surging even before supply, giving chipmakers the power to dictate prices. Companies are scrambling to se... Read More


Warren Buffett is giving away $140 billion to charities. But what happens to the taxes?

New Delhi, July 25 -- Warren Buffett, who started giving away his wealth two decades ago, has pledged to completely dispose of his roughly $140 billion stake in Berkshire Hathaway Inc. by 2034. His l... Read More