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Jensen Huang says Nvidia does not need to backstop CoreWeave

Most neocloud stocks rated Hold or worse as Gartner flags AI infrastructure risks

Micron Technology is lagging Eli Lilly, Berkshire Hathaway, and maybe soon Walmart in market cap

Data Centers Become Targets in Wars in Ukraine, Russia and the Middle East

Military forces have sought to damage the computing hubs that power online services and artificial intelligence systems.

Traders pile into bonds and defensive stocks as the ‘tech wreck’ picks up steam

The continued selloff in the AI trade is forcing investors to ditch highflying tech for relative safety of government bonds, even as hot inflation threatens to make that trade complicated.

Tech market sell-off deepens amid fears over US inflation and AI debt

Chip makers and tech investors such as Samsung and SoftBank plunge as potential interest rate hikes spook markets Business news – live updates Larry Elliott: the global economy is muddling through. But a storm is coming An accelerating sell-off of AI-linked shares has hit global

SIA passenger traffic up 2.8% in September; cargo demand jumps on AI, chip shipments

Singapore Airlines’ passenger traffic grew 3% in September, while capacity rose 3.6%.

US stocks: Nasdaq slides toward one-month low as AI selloff deepens, inflation pressures build

On Thursday, the Nasdaq index fell sharply, hitting near a near-month low amid rising concerns about how increasing interest rates might impact investments in artificial intelligence and related sectors.

US chip stocks set to wipe out $2 trillion after latest selloff

Micron, Nvidia and other chip stocks face renewed pressure as AI fears swell

Reported details about Anthropic’s financial progress are adding to concerns about the health of the AI ecosystem.

US stocks: CoreWeave's slump puts spotlight on debt behind AI boom

CoreWeave's financial distress is highlighted by its $50 billion debt and significant default risks, causing stock prices to drop. Investors express concerns about how the AI industry's expansion is financed, especially with rising interest rates. The company's efforts to secure

Tech stocks tumble: What investors should watch for as doubts grow over AI spending

Investors should look beyond companies’ spending announcements to how they actually make money from AI, analysts said.

US Treasury pushes global partners to rename AI as 'super intelligence'

Video: Data Center Makin Pesat, Kebutuhan Air Jadi Sorotan

Data Center Makin Pesat, Kebutuhan Air Jadi Sorotan

CERN and Mistral partner to build Flare, a new AI model for physics

Explainer-Why are credit default swaps unnerving AI investors?

CoreWeave's slump spotlights growing burden of debt behind AI boom

AI boom puts growing strain on electricity grids, says Hitachi Energy CEO

Speaking to CNA at the Bloomberg New Economy Forum in New Delhi, Hitachi Energy’s Andreas Schierenbeck says expanding electricity networks is essential to meeting rising energy needs.

Global Market: Asian currencies slide as hot US inflation fuels Fed rate hike bets; won hits two-week low

Emerging Asian currencies weakened as hotter-than-expected US inflation revived Federal Reserve rate hike concerns, boosting the dollar and triggering a sell-off in AI-linked stocks. South Korea's won, Taiwan dollar, Philippine peso and Indonesian rupiah came under pressure amid

Dana Haji Tembus Rp184 Triliun, BPKH Kebut Transformasi Digital

Ketua BPKH, Firmansyah, ungkap dana haji mencapai Rp184 triliun. Digitalisasi dan AI penting untuk pengelolaan yang transparan dan aman bagi jemaah.

AstraZeneca strikes $40 million AI drug discovery deal with insitro

BoE warns banks to prepare for AI-enabled cyber breaches

US FTC subpoenas OpenAI and Anthropic over consumer harms, Axios reports

Tech stocks lead rout in Asia after US inflation fuels rate hike bets

Chip-related counters in South Korea and Japan account for the bulk of the heavy selling.

Why the AI trade is not set up for a rebound like July’s, according to JPMorgan

Fewer shorts, buybacks ending, no inflows and too many longs imply no recovery is imminent, says a JPMorgan strategist.

Chip selloff intensifies as investors question sustainability of AI spending

AI share sell-off drags South Korea’s stock market down to six-month low; UK growth beats forecasts in August – business live

Rolling coverage of the latest economic and financial news, as chip shares tumble, UK growth beats forecasts and John Healey attends the IMF meeting in Bangkok Today’s better-than-forecast UK growth report is good news for chancellor John Healey as he hobnobs with other finance m

TSMC CEO sees no sign of a slowdown as chip foundry reports record profit

The semiconductor foundry announced third-quarter net profits of 763.34 Taiwanese new dollars, marking a record.

TSMC open to Terafab collaboration but insists on controlling its own plants

Global chipmakers sink as inflation data fuels rate-hike fears, AI rout

HSBC to double Hong Kong AI team to 300, outpacing Singapore plan

HSBC, Hong Kong’s biggest lender, said on Thursday it would double its artificial intelligence specialist team in the city to 300, a figure much larger than the workforce planned for its recently announced AI centre in Singapore. The announcement comes after Hong Kong’s regulator

Optimalisasi Sumber Daya dan AI Jadi Kunci Ekonomi Nasional

ITC Leadership Conclave 2026 mempertemukan para tokoh nasional di Jakarta. Forum ini membahas kolaborasi teknologi AI dan penanganan tantangan ekonomi global.

Meta Diretas, Regulasi AI Disorot, Malaysia Tambah Akses AI Gratis

Sekitar 1.500 karyawan Meta dilaporkan terdampak insiden peretasan yang menyebabkan informasi pribadi ikut tercuri.

Rs 82,500 crore rally in 3 days: Why TCS, HCL Tech, other IT stocks jumped up to 12% in 3 days and will the boom last?

Indian IT stocks have rebounded sharply. The Nifty IT index has risen 8%, adding Rs 82,500 crore to the sector’s market capitalisation. The rebound follows a selloff in global AI-linked stocks driven by concerns over stretched valuations, concentration risks and uncertain returns

Taiwan chip giant TSMC says net profit hit record in third quarter

The result marked the sixth straight record quarterly net profit for the world’s biggest contract maker of microchips.

China’s CXMT gets pledge of support as provincial party chief vows chip-industry expansion

Three weeks into his tenure as the Communist Party secretary of Anhui province, Li Lecheng carried out an on-site inspection at China’s home-grown memory chip giant ChangXin Memory Technologies (CXMT) on Wednesday, pledging to grow integrated circuits (ICs) as an emerging pillar

AI job losses set to rein in office demand in developed Asia-Pacific economies: report

A mild displacement of jobs across the Asia-Pacific region as companies expand their use of AI would trim five percentage points off growth in office space demand in the next few years, according to property consultancy CBRE. In a report released on Thursday it said 3.9 per cent

Global Market: TSMC set for sixth straight record quarterly profit on AI chip boom

TSMC is expected to report its sixth consecutive quarter of record earnings, driven by surging AI chip demand and technology investments. Analysts forecast a 65% profit increase, while investors await updated guidance amid interest-rate concerns and expanding global manufacturing

Figma CFO says design platform willing to put margins on the line to boost AI demand

Global Market: IMF warns of energy shock, AI correction risks to Asia's growth outlook

The IMF warned that Asia’s economic growth may slow to 4.4% in 2027 amid energy price shocks, Middle East conflict, AI market correction risks and rising bond yields. It urged central banks to prioritise price stability and governments to provide targeted fiscal support while man

South Korea's KOSPI closes at 6-month low as chipmakers slump on AI worries

Asian markets sell off after US inflation fuels rate hike bets

Seoul and Tokyo bore the brunt of the selling as traders bailed out of once-imperious chipmakers.

Global Market: Japan’s Nikkei plunges nearly 5% as AI stocks tumble on CoreWeave debt concerns

Japan’s Nikkei 225 plunged, while the broader Topix fell 2.5%, as AI-linked stocks led a broad selloff. Sentiment was hit by concerns over the financial health of US cloud-computing firm CoreWeave and fears of higher interest rates following hotter-than-expected US inflation data

Asian stocks plummet as AI debt and inflation fears bite

Global financial watchdog calls for more human oversight of agentic AI

SK Hynix seeks U.S. chip equipment exports to China tied to new factory - Reuters

Anthropic flags revenue surge to investors ahead of stock market debut

It comes as some investors have become concerned about the amount of money being spent on AI infrastructure.

Paytm shares get new Buy rating after Nomura initiates coverage. 3 reasons behind bullish call

Nomura has initiated coverage on Paytm with a Buy rating and a target price of Rs 2,250, implying an upside of 31%. The brokerage expects EBITDA to grow at a 96% CAGR over FY26-29F, driven by payments, merchant lending, AI-led cost efficiencies and potential UPI MDR revenue. Inte

ByteDance nears chip supply deal with MediaTek for data centres, Bloomberg News reports

Anthropic’s slowing growth could be the AI trade’s latest red flag

Anthropic’s revenue growth appears to be cooling as the company prepares for its public debut, further stoking investors’ AI jitters

Brookfield, NextEra to Build $100 Billion AI Hub on Cold War Nuclear Site

The U.S. Department of Energy (DoE) has announced a landmark $100-billion private investment to turn the former uranium enrichment site in Western Kentucky into the new Paducah American Energy Hub, marking one of the largest economic development projects in Kentucky's history. Le

Nvidia CEO says he would cut off buyers who build unsafe AI

Nvidia is the dominant supplier of the chips used to train and run AI models.

The AI trade is splintering as inflation fears rattle hyped-up tech stocks

Investors are wondering if steep inflation and increased borrowing costs could derail the AI buildout.

Big banks see risks in financing the AI boom, but are happy to keep writing the checks

The CEO’s the U.S.’s biggest banks all chimed in on the risks of related to the massive AI buildout, but how there’s still no sign that investments need to slow down.

CoreWeave’s AI bonds tumble, raising red flags for the wider market

CoreWeave’s bonds issued a few months ago fell to 81 cents on the dollar earlier Wednesday, yielding more than 15%.

Commentary: Who’s paying whom? The circular money machine behind the AI boom

It’s not clear how much of the AI boom is being driven by real, end-user demand, say academics.

US states seek children's data protections in Character.AI bankruptcy

AI infrastructure stocks fall on rate worries

TSMC options chain shows big call wall at $500 strike ahead of earnings

US stocks: AI shares tumble up to 16%, erasing $80 billion as hot US inflation fuels rate fears

Amid rising inflation, major AI firms like CoreWeave and Dell Technologies experienced significant stock price drops, losing around $80 billion in market value. Increased US interest rates have investors worried about the borrowing hurdles faced by less profitable firms within th