Tag
India has approved a ₹1.25 lakh crore ISM 2.0 that replaces the earlier grant-only model with a grant-plus-equity structure, co-investing alongside private venture capital in fabless chip design startups.
Global investors are reassessing Indian equities after Brent crude fell nearly 42% from its April 2026 peak of USD 126.4 to around USD 73, easing inflation fears and narrowing India's current account deficit.
Nvidia's RTX Spark superchip deal with Microsoft pushed Intel and AMD shares lower as investors read the partnership as a sign of tightening vendor preference at one of the world's biggest tech buyers. Dell and HP gained, as a new premium chip typically drives enterprise hardware refresh cycles.
Nvidia's Blackwell Ultra rack systems are being positioned as two product generations ahead of AMD and Intel in the AI accelerator market. That gap compounds competitive disadvantage as hyperscalers lock infrastructure into leading architectures, pressuring rivals' data center revenue. AMD and Intel stock have
AMD and other tech stocks hit record highs while Anthropic released Claude Opus, its latest large language model. The moves reflect simultaneous momentum in AI hardware equities and intensifying competition among frontier model providers. Claude Opus enters a market already contested by OpenAI and Google at the
Jim Cramer recommended buying AMD and Intel shares during a CPU supply shortage, citing both chipmakers as beneficiaries of constrained processor availability. Supply shortages in concentrated markets like x86 CPUs tend to support manufacturer pricing power, though Cramer's framing as a consensus trade signals the
Oracle, AMD, and Microsoft are on pace for historically strong weekly gains, with Intel, Broadcom, Micron, Marvell, and ON Semiconductor also surging through April. The rally spans semiconductors and enterprise software, lifting the IGV ETF and signaling broad institutional buying across the tech stack.
Tag
India has approved a ₹1.25 lakh crore ISM 2.0 that replaces the earlier grant-only model with a grant-plus-equity structure, co-investing alongside private venture capital in fabless chip design startups.
1mo ago · 4 min · Technology
Global investors are reassessing Indian equities after Brent crude fell nearly 42% from its April 2026 peak of USD 126.4 to around USD 73, easing inflation fears and narrowing India's current account deficit.
1mo ago · 4 min · Markets
Nvidia's RTX Spark superchip deal with Microsoft pushed Intel and AMD shares lower as investors read the partnership as a sign of tightening vendor preference at one of the world's biggest tech buyers. Dell and HP gained, as a new premium chip typically drives enterprise hardware refresh cycles.
2mo ago · 3 min · Markets
Nvidia's Blackwell Ultra rack systems are being positioned as two product generations ahead of AMD and Intel in the AI accelerator market. That gap compounds competitive disadvantage as hyperscalers lock infrastructure into leading architectures, pressuring rivals' data center revenue. AMD and Intel stock have
4mo ago · 1 min · Markets
AMD and other tech stocks hit record highs while Anthropic released Claude Opus, its latest large language model. The moves reflect simultaneous momentum in AI hardware equities and intensifying competition among frontier model providers. Claude Opus enters a market already contested by OpenAI and Google at the
4mo ago · 1 min · Technology
Jim Cramer recommended buying AMD and Intel shares during a CPU supply shortage, citing both chipmakers as beneficiaries of constrained processor availability. Supply shortages in concentrated markets like x86 CPUs tend to support manufacturer pricing power, though Cramer's framing as a consensus trade signals the
4mo ago · 1 min · Markets
Oracle, AMD, and Microsoft are on pace for historically strong weekly gains, with Intel, Broadcom, Micron, Marvell, and ON Semiconductor also surging through April. The rally spans semiconductors and enterprise software, lifting the IGV ETF and signaling broad institutional buying across the tech stack.
4mo ago · 1 min · Markets
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