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LATEST

BHEL's profit comeback is real. Can its order boom sustain the rally?●Chinese startup Moonshot AI unveils Kimi model it says rivals OpenAI, Anthropic●Shein passes hearing for Hong Kong listing as valuation halves to below US$50b, sources say●Agentic AI: the next battleground for Chinese brands●Azul Adds Intermediate Long-Haul Cabin Class for Premium Travelers●Iran-Linked LPG Tankers Turn Back as U.S. Blockade Tightens●UK gang jailed over $5.4 million crypto scam posing as police●Iran claims strikes on US aircraft in Jordan, radar sites in Oman, as Chabahar tower destroyed●BHEL's profit comeback is real. Can its order boom sustain the rally?●Chinese startup Moonshot AI unveils Kimi model it says rivals OpenAI, Anthropic●Shein passes hearing for Hong Kong listing as valuation halves to below US$50b, sources say●Agentic AI: the next battleground for Chinese brands●Azul Adds Intermediate Long-Haul Cabin Class for Premium Travelers●Iran-Linked LPG Tankers Turn Back as U.S. Blockade Tightens●UK gang jailed over $5.4 million crypto scam posing as police●Iran claims strikes on US aircraft in Jordan, radar sites in Oman, as Chabahar tower destroyed●

Asia

Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalers

Markets-Economic Times · 2h ago · 🇮🇳 India

Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalers

AI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slow sharply after this year. Fund managers are rotating capital into hyperscalers and AI-benefiting sectors. Financing AI expansion faces greater scrutiny with softening bond demand. Despite volatility, long-term AI optimism remains intact for many investors.

Read the full story at Markets-Economic Times →

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