US markets may start to question RoI from AI; India story still unfolding (Soban News)

AI capex boom may keep India markets under pressure as global funds shift to semiconductor-heavy markets like Taiwan and Korea, says Christopher Wood of Jefferies​AI capex boom may keep India markets under pressure as global funds shift to semiconductor-heavy markets like Taiwan and Korea, says Christopher Wood of Jefferies ​Home Page [ SOBAN NEWS: International and National ]