AI Power Shift Will Redraw Exchange Rates and Global Leadership

AI supremacy is reshaping global power and could redefine how currencies move, with technological capability emerging as the new driver of exchange rates.

V Thiagarajan

November 18, 2025 at 5:58 AM IST

iStock.com

The Rise of Tech Companies and Global Financial Stability Risks

Systemic risk has moved from banks to Big Tech, with AI and compute now embedding deep risk in global markets, investor flows, and regulation.

Chandrika Soyantar

November 10, 2025 at 8:19 AM IST

Istock.com/Alexander Sikov

Nvidia’s $5 Trillion Ascent Powered by Growth and Stock Splits

Nvidia’s march to $5 trillion shows how a well-timed stock split, backed by strong fundamentals and booming AI demand, can widen participation without altering real value.

Chandrika Soyantar

November 7, 2025 at 10:46 AM IST

Will the AI Bubble Trigger a Financial Crisis?

It is worth pondering whether a bursting AI bubble could compromise the ability of other non-bank financial institutions to repay their loans.

Hilary J. Allen

October 29, 2025 at 12:05 PM IST

iStock.com

Not Just Make in India, Chips Need to be Made by India

Without owning semiconductor IP, India risks dependence. Building and backing its own chips is the real test.

TK Arun

September 24, 2025 at 6:46 AM IST

iStock.com

The Morning Edge

Asian Markets Edge Higher as Wall Street Rally Sparks Cautious Optimism

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

September 23, 2025 at 1:44 AM IST

The Morning Edge

US Stocks at Records on Intel Surge, Fed Cut; Asia Awaits BOJ Decision

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

September 19, 2025 at 1:49 AM IST

The Morning Edge – All Eyes On Nvidia

A newsletter designed to prepare you for the day, offering a concise summary of overnight developments and key events ahead that could influence your workday.

Richard Fargose

February 25, 2025 at 2:10 AM IST

AI Power Shift Will Redraw Exchange Rates and Global Leadership

The Rise of Tech Companies and Global Financial Stability Risks

Nvidia’s $5 Trillion Ascent Powered by Growth and Stock Splits

Will the AI Bubble Trigger a Financial Crisis?

Not Just Make in India, Chips Need to be Made by India

The Morning Edge

Asian Markets Edge Higher as Wall Street Rally Sparks Cautious Optimism

The Morning Edge

US Stocks at Records on Intel Surge, Fed Cut; Asia Awaits BOJ Decision

Newsletter

The Morning Edge – All Eyes On Nvidia

The Bureau