AI Frenzy
Coverage of AI Frenzy in the Nexus archive.
- India, China are winning back investors
Foreign investors are returning to India and China as both countries regain favor with global fund managers. India's easing energy prices and supportive monetary policies are attracting investors, while China's resilience during the Iran war and AI frenzy has created a niche as a volatility buffer. Concerns remain about China's slowing economy and India's weak monsoon.
- China breaks step with global markets, and investors buy in
China's markets are diverging from global trends, offering steady returns amid geopolitical and tech-driven volatility. Investors are shifting toward Chinese assets as a diversification tool, driven by a strong bond market, yuan appreciation, and reduced reliance on U.S. rate cycles or AI-driven growth.
- SK Hynix Joins $1 Trillion Club Amid AI Frenzy
SK Hynix has joined the $1 trillion market capitalization club, driven by surging demand for AI technologies. This milestone highlights the company's significant role in the semiconductor industry amid the AI boom.