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AI STOCKS VS INFRASTRUCTURE STOCKS
Christopher Wood swapped Nvidia for a Greek infrastructure stock. The bet is paying offJefferies’ Christopher Wood replaced Nvidia with Greek infrastructure company GEK TERNA in his global long-only equity portfolio in October...- South Korea's Kospi crashes 40% from June peak as AI frenzy fizzles out. Can this benefit Dalal Street?South Korea's stock market hit all-time highs before a sharp decline, marked by a 40% drop in the Kospi index since June, which has signifi...
- Neocloud short sellers rack up $6 billion as AI debt fears deepenShort sellers betting against US neocloud and data centre companies have made about $6 billion in paper profits this month as AI debt fears...
- Meta stock price: Why are Meta shares down today? Facebook, Instagram parent may witness USD 50 billion wipe out from company's market value despite strong quarterly revenueMeta share price: Facebook, Instagram parent is spending heavily to support its AI plans, with an expected annual capital expenditure forec...
- Meta falls as investors balance Muse growth with rising AI costsShares of Meta Platforms fell about 3% in premarket trading on Thursday, as investors weighed the benefits of the company's fast-growing AI...
- Meta falls as investors balance Muse growth with rising AI costsShares of Meta Platforms declined in premarket trading as investors evaluated costs against growth in the AI sector and faced legal hurdles...
- Global Market: Japan’s Nikkei falls as chip stocks retreat on AI spending concernsJapan’s Nikkei slipped as semiconductor stocks retreated amid concerns over the sustainability of AI infrastructure spending into 2027. Tok...
- US stocks today: Nasdaq leads Wall Street higher as SpaceX, Super Micro lift AI sentimentUS stocks ended higher on Wednesday as SpaceX and Super Micro Computer boosted sentiment around artificial intelligence stocks. The Nasdaq ...
- US Treasury yields slip as AI concerns boost safe haven demand ahead of 20 year auctionUS Treasury yields slipped as investors weighed the impact of higher borrowing costs on AI stocks, with the 10 year yield heading for a sec...
- US stocks today: US stocks rise as SpaceX, Super Micro revive appetite for AI stocksWall Street opened higher on Wednesday, led by gains in technology and AI stocks after quarterly results from SpaceX and Super Micro Comput...
- Why are analysts still cautious despite Super Micro’s strong outlook?Super Micro Computer raised its first-quarter revenue forecast to $18.5 billion–$19.5 billion on stronger AI infrastructure demand. Higher ...
- Piramal Finance shares jump 4% as Q2 profit rises 67% YoY to Rs 545 crore, NII jumps 35% YoYPiramal Finance shares rose nearly 4% after Q2 FY27 net profit surged 67% year-on-year to Rs 545 crore. Assets under management grew 24%, w...
- Global Market: South Korean shares jump 3% as chipmakers rally on strong exports, AI demandSouth Korea’s KOSPI surged 3.03% after hitting a six-month closing low, supported by a rally in chipmakers, record semiconductor exports an...
- US stocks today: US stocks gain as healthcare stocks hit record high, oil prices fallWall Street's main indexes saw increases driven by a rally in healthcare stocks that reached record highs. Easing oil prices contributed to...
- Korea’s KOSPI crashes another 5% as AI rout deepens; AI bellwether down over 40% from peakChip heavyweight SK Hynix Inc. headed for its lowest close since April. Data-center infrastructure company Elice Inc. plunged as much as 32...
- US Market: Wall Street’s AI rally faces test as Meta earnings loomWall Street’s AI-driven rally faces a crucial test as Meta, semiconductor makers and major companies report quarterly earnings. Investors w...
- Rising borrowing costs signal funding risks for global AI expansion: Jefferies reportAs the financial markets grapple with emerging pressures, substantial investments in artificial intelligence infrastructure are evident. Co...
- Rising borrowing costs signal funding risks for global AI expansion: ReportFinancial markets are facing elevated credit risks, particularly for firms operating in the artificial intelligence infrastructure sector. ...
- 5 stocks with consistent score improvement and upside potential of up to 29 % in 1 year, according to analystsLook at how the market treated the stock of a large FMCG stock – one the best wealth creators of the past – just because it mentioned the r...
- AI stock selloff eases as investors buy on dips amid falling bond yieldsA selloff in risky AI-linked stocks eased as buyers returned to technology amid falling bond yields. CoreWeave experienced significant stoc...
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