Trump arrives in China with Elon Musk, Tim Cook and top CEOs as AI, Taiwan, Iran war and US-China trade tensions dominate Xi summit talks.
Samsung crosses $1 trillion valuation powered by AI chips, HBM memory, Galaxy devices and semiconductors, redefining South Korea’s global tech dominance.
Union Budget 2026 keeps tax slabs unchanged while easing ITR timelines, boosting semiconductors, data centres, rare earths and the AVGC sector.
A fact-checked, balanced, and reader-friendly look at how Nvidia achieved exceptionally high margins during the AI boom — and why growing competition could challenge them over time.
Nvidia’s stock sank amid reports that Meta may switch to Google’s AI chips, while Alphabet rose strongly — a shift that may signal a broader re-orientation in how big tech sources AI infrastructure.
AMD and OpenAI have struck a strategic multi-year deal to deploy 6 gigawatts of AMD GPUs, starting with 1 GW in 2026. From an investor’s lens, this reshapes the AI-compute race, alters competitive dynamics, and carries ripple effects across energy, clou