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Investors are flocking to leveraged semiconductor ETFs

CoreWeave bond rout tests market’s math on AI buildout

CoreWeave stock wipeout exposes divide between AI fear and greed

CoreWeave Inc. is navigating turbulent stock trends due to climbing bond yields and investor trepidation over its debt, raising fears of default. Although a temporary boost followed optimistic comments from Nvidia's CEO, the overall sentiment leans towards caution. Analysts belie

IMF Sounds Alarm Over AI’s Threat to Government Tax Bases

The head of the International Monetary Fund has warned financial ministers that widespread AI adoption could erode tax bases across the world as incomes are squeezed by the technology. Kristalina Georgieva, the managing director of the IMF, said governments may be ill-prepared fo

US tells election officials to be on guard against AI-powered tricks ahead of midterms

US's AI task force sets path for study and reviews, leader tells CNBC

US stocks: S&P 500 muted as AI concerns hit chip stocks; bank gains lift Dow

The S&P 500 showed little movement as semiconductor stocks decreased due to AI-related concerns and market pressures. Gains in banking stocks such as Goldman Sachs and JPMorgan Chase helped offset broader losses on the index. Concerns about debts of companies like CoreWeave inten

Central bankers eye higher rates as AI boom fuels scramble for cash

IMF chief urges cooperation on AI and war risks, as US hails economic momentum

Data Centers Drive Surge in India’s Renewable Power Demand

Plans for huge data center buildouts in India are set to hike clean energy demand in the country, and local renewable energy providers expect demand to outstrip supply. “Even if just five gigawatts of data center capacity comes to India, which is a conservative estimate, you will

LTM Q2 Results: PAT remains flat at Rs 1,380 crore; revenue rises 14% YoY; co declares Rs 25 per share dividend

LTM reported a marginal 0.1% decline in Q2 FY27 profit to Rs 1,379.9 crore, while revenue rose 13.6% to Rs 11,807.6 crore. Enterprise AI and Business AI revenue grew 47%, and the company declared an interim dividend of Rs 25.

China plans AI export curbs to exert control over key tech

Chinese AI startups have made significant progress in closing the gap on US industry leaders.

Germany to unveil Nvidia AI agreement next week, government sources say

What this bankruptcy says about AI startups

Character.AI collected millions of users, making it a very appealing acquisition. Google took a unique route to "acquiring" it, hiring away its founders and licensing its technology. Now Character.AI is filing for bankruptcy. Here's what to know.

CoreWeave stock, bond set for weekly plunge as rate-hike fears hit AI bet

As AI rally wobbles, stock market's spotlight turns to earnings

Hadapi Tantangan Global, CIMB Gelar Acara Bahas AI hingga Supply Chain

CIMB Niaga menggelar Business Summit 2026 untuk bahas tantangan ekonomi global, AI, dan supply chain.

European markets mixed as investors reassess AI spending risks

SOXX extends losing streak to eight sessions as AI trade faces pressure

AI threatens democracy. But we are not powerless: here’s how to fight back | Carine Fouteau

Tech platforms pillage public-interest journalism for profit. But we have leverage as they sow the seeds of their own downfall Carine Fouteau is president and publishing director of the French investigative news outlet Mediapart Big tech companies pose an immeasurable threat: soc

Dollar heads for weekly fall as investors gauge AI selloff impact

From worst to best: How IT stocks staged a Rs 2.6 lakh crore revival this week

Indian IT stocks staged a sharp comeback this week, adding Rs 2.6 lakh crore in market value as the sector gained 12% to become the best-performing index. Better-than-expected Q2 earnings, positive management commentary and a selloff in AI-linked stocks helped revive sentiment, e

Schneider Electric raises 2026 targets again on booming data centre demand

+31% MTD: Big tech spills over into these AI-picked mid-cap consumer plays

HFCL’s AI, data centre exposure drives Nuvama’s Buy call; target implies 56% upside

Nuvama has initiated coverage on HFCL with a ‘Buy’ rating and a target price of Rs 380, implying a 56% upside from its reference price of Rs 244. The brokerage expects the company’s shift towards telecom and networking products, along with rising demand from data centres and expo

AI debt crisis? CoreWeave sell-off rattles tech investors

CoreWeave’s share and bond sell-off has intensified concerns over the debt financing behind the AI infrastructure boom. With around $50 billion in debt and bond yields above 16%, investors are questioning whether future AI revenues can justify rising borrowing and infrastructure

Microsoft’s AI strategy gains traction as Wall Street bets on cloud growth

Microsoft heads into its October 28 earnings report amid bullish analyst sentiment, driven by Azure growth and AI adoption, as investors assess monetisation, capital expenditure and profitability prospects.

Global hedge funds suffer steep losses as AI trade unwinds, Asia funds hit hardest

Global hedge funds suffered steep losses as investors unwound artificial intelligence-related trades amid inflation concerns and expectations of higher interest rates. Asia-focused stock pickers were hit hardest, losing 6.8% in early October, while global fundamental long-short f

Asean companies keen on AI for business benefits, despite its energy costs

Firms should assess not just the token prices before building an AI application, but also its carbon footprint, says an expert.

Malaysia’s growth tops forecasts as AI boom drives export surge

Gross domestic product rose 5.3% in the three months through September from a year earlier.

Global Market: South Korean shares rebound, but head for biggest weekly loss in 18 years

South Korea’s KOSPI rebounded 2.36% on bargain hunting after a steep selloff, but remained on track for its biggest weekly decline since October 2008. Concerns over AI investment sustainability and continued foreign selling weighed on investor sentiment.

Malaysia's economy grows 5.3% year-on-year in Q3: Advance estimate

Malaysia has benefited from a global boom in artificial intelligence infrastructure that has driven demand for its tech products and semiconductors.

Japan's Kioxia sheds two-thirds of peak market value as China chip rivals emerge

Dow jumps 556 pts while Nvidia keeps bleeding, our AI spotted the pivot weeks ago

G7 to launch exercises to guard against AI cyber attacks

Taiwan plans $4 bln Texas park to support Nvidia’s AI supply chain - Bloomberg

Citi spots AI upside in two software stocks despite earnings and execution risks

Euro gets much-needed reprieve as AI wobbles rock the dollar

The dollar is about to experience its first weekly decline in five weeks amid AI investment concerns. The euro has rebounded from a 17-month low as US yields fall. Investors are worried about the profitability of data centre operators amidst AI stock volatility. Federal Reserve C

Global Market Today: Asian stocks advance as selloff in chips eases

The MSCI Asia Pacific Index advanced 0.6%, led by stocks in South Korea. Chip stocks rose with Samsung Electronics Co. and SK Hynix Inc. both edging higher. Earlier, the S&P 500 erased losses and edged up to close 0.3% higher on Thursday.

Singapore’s key exports soar beyond expectations in September on AI and non-electronics boom

This marks the seventh consecutive month of double-digit expansion.

IT stocks power Dalal Street rally as global AI trade loses steam

The rally came even as concerns over sticky US inflation and the prospect of further monetary tightening weighed on global markets, triggering a sell-off in technology stocks across Asia, particularly in South Korea and Taiwan.

Interactive Brokers outlines $0.60 annual dividend plan while expanding autonomous AI trading rollout

How a midterm sweep by Democrats could turn this tech selloff into a tech crash

Popular AI names are under pressure again this week — but the pain could worsen after the Nov. 3 election.

Don’t ditch tech stocks just yet. Make these moves to take advantage of the latest AI reset.

Investors have a ‘love-hate relationship’ with tech stocks now — and experts recommend selectively hunting for bargains while also betting on the major cloud companies.

CoreWeave’s polarizing stock rebounds as Wall Street squares off about AI spending

Wall Street’s views on CoreWeave are starkly divisive as investors pay more attention to the financial details of big artificial-intelligence companies.

US stocks: Dow, S&P 500 end higher as traders shift from AI to healthcare

After a rocky start, the S&P 500 experienced a resurgence, largely spurred by investments in the healthcare and consumer segments. Investors seemed to distance themselves from technology stocks, anxious about mounting debts in the AI sector. Eli Lilly and UnitedHealth rose thanks

AI stock selloff eases as investors buy on dips amid falling bond yields

A selloff in risky AI-linked stocks eased as buyers returned to technology amid falling bond yields. CoreWeave experienced significant stock declines and bond yield concerns raised worries about rising financing costs. Major AI laboratories like Anthropic and OpenAI reflected slo

Explainer-Why CoreWeave's troubles are rattling the AI boom

Amazon launches two new portable AI listening devices

Anthropic grants outside evaluator METR employee-level access in AI safety push

S&P 500’s road to 8,000 grows tougher as yields rise, AI doubts mount; all eyes on quarterly earnings

Analysts are doubtful about the S&P 500 crossing the 8,000 points mark despite strong earnings expectations. The rise in oil prices and bond yields has increased market uncertainty ahead of midterm elections. Major technology companies have reported mixed outcomes indicating pote

CNN, Axios and other publishers join Google's AI news program

Germany plans AI cooperation deal with Nvidia, Handelsblatt says

Nvidia, Apple each gave $25 million for Trump's ballroom, Washington Post reports

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

A continued selloff in the AI trade is forcing investors to move from tech names to the relative safety of government bonds and defensive stock sectors.

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

Bank of America hired 1,000 contractors to patch software flaws exposed by Anthropic's Mythos

Eight US states sue OpenAI, claiming ChatGPT harms children

Red hot CPI report fuels AI rout

AI-powered stock funds bet bots can pick stocks faster and better than humans

As Wall Street banks finance and adopt AI, risks mount on both fronts

AI infrastructure firms slump as US rate hike bets rise