Nvidia in talks with OpenAI to guarantee $250 billion financing for data centre: WSJThe power for the project is controlled by the US government and funded separately by Japan under a recent trade deal, with US Commerce S...
27 Jul, 2026, 06.54 PM IST
US Stock Market: Wall Street eyes Fed decision, AI earnings as traders navigate rising uncertaintyInvestors await the Federal Reserve's policy decision and major tech earnings this week. Alphabet and Tesla results have already caused mar...
27 Jul, 2026, 09.21 AM IST
Chris Wood warns of massive capital destruction in US as China challenges AI boomJefferies strategist Chris Wood warns that the AI infrastructure boom could trigger massive capital destruction as cheaper Chinese open-sou...
24 Jul, 2026, 01.09 PM IST
How a Pennsylvania couple turns struggling hog farm into $22 million fortuneRural American land values are rapidly increasing due to AI data center expansion. A Pennsylvania family sold their hog farm for over twent...
24 Jul, 2026, 12.19 PM IST
AI investment boom faces growing credit risks as hyperscalers ramp up debt: JefferiesInvestors are now scrutinising massive artificial intelligence infrastructure spending by major tech companies. Hyperscalers are increasing...
24 Jul, 2026, 11.48 AM IST
SAP trims 2026 profit goal, signalling cost of AI pushUnlike consumer AI tools, enterprise AI depends heavily on structured, secured and regulatory compliant company data. Vendors such as SAP ...
24 Jul, 2026, 08.25 AM IST
Japan's Nikkei falls more than 2% on AI spending worriesJapan's Nikkei share average dropped more than two percent on Friday. This decline was spurred by concerns over heavy artificial intelligen...
24 Jul, 2026, 07.46 AM IST
Global Market: Nokia Q2 profit beats estimates on strong AI, cloud demand; raises full-year outlookNokia reported stronger second-quarter earnings, surpassing analyst expectations significantly. Robust demand from artificial intelligence ...
23 Jul, 2026, 12.00 PM IST
Google increases capex forecast again after cloud-driven earnings beatThe search giant now expects to spend between $195 billion and $205 billion in capital expenditures, its finance chief Anat Ashkenazi said ...
23 Jul, 2026, 11.05 AM IST
Kospi jumps 9% in 3 days after big crash. Is South Korea's stock market heading for another rally?South Korea's Kospi surged 4% on Thursday, extending gains for a third straight session, as stronger-than-expected economic growth and robu...
23 Jul, 2026, 09.11 AM IST
IBM cuts annual revenue growth forecast as customers prioritize AI infrastructure spendingIBM reduced its annual revenue growth forecast on Wednesday. The company also missed profit and revenue expectations for the second quarter...
23 Jul, 2026, 08.23 AM IST
Google quarterly cloud revenue growth beats expectationsGoogle Cloud revenue surged eighty-two percent, fueled by strong enterprise demand for AI services. This significant growth helped offset c...
23 Jul, 2026, 01.40 AM IST
US Stock Market: Big tech's AI spending boom raises cash flow concerns despite early returnsAmerica's biggest technology companies are beginning to generate meaningful AI-driven revenue, but surging infrastructure spending is putti...
22 Jul, 2026, 02.51 PM IST
Analysis-AI investment boom puts Big Tech's free cash flow under pressureBig tech firms are investing heavily in artificial intelligence infrastructure. Their capital expenditures may soon exceed free cash flow g...
22 Jul, 2026, 10.37 AM IST
Downfall of a Wall Street darling: Why Oracle shares crashed 65% from peakOracle shares have dropped about 65% from their peak as investors shift focus from AI-driven cloud growth to rising capital expenditure, de...
20 Jul, 2026, 06.09 PM IST
Global Market: AI-driven chip rally stumbles as investors question lofty valuations after sharp selloffGlobal artificial intelligence stock rallies experienced a sharp setback last week. Investors are now reassessing expectations surrounding ...
20 Jul, 2026, 09.50 AM IST
Among AI crowd, some investors position for slower hyperscaler spending growthFor most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assump...
17 Jul, 2026, 11.30 AM IST