SpaceX shares tumble 12%, fall below IPO price as AI spending concerns mountSpaceX has demonstrated accelerated returns on its AI investments, though investors express concerns regarding future funding for data cent...
05 Aug, 2026, 10.19 PM IST
Global Market: Oracle's AI spending spree pushes credit rating to brink of junk statusOracle's debt-funded AI expansion has intensified concerns over its financial health, with rating agencies warning of rising leverage as th...
05 Aug, 2026, 10.35 AM IST
Nvidia bets on Sarvam AI; Sidbi eases fund rules for VCsHappy Wednesday! Sarvam’s Pratyush Kumar has confirmed adding Nvidia to the AI startup’s captable. This and more in today’s ETtech Morning ...
05 Aug, 2026, 09.12 AM IST
Nykaa’s strong Q1; Activate backs SarvamNykaa reported strong quarterly growth, on the back of healthy sales across its businesses. This and more in today's ETtech Top 5.
04 Aug, 2026, 08.07 PM IST
Meta cut 8,000 jobs. CEO Mark Zuckerberg says AI is creating more work—but not inside MetaMeta's chief executive states artificial intelligence generates jobs via infrastructure demands. Thousands of corporate roles disappeared w...
04 Aug, 2026, 06.43 PM IST
What bubble? Amazon enters $3 trillion market cap club, CEO highlights striking AI demandAmazon shares reached a new high, briefly surpassing $3 trillion in market value. This surge followed a strong earnings report and increase...
04 Aug, 2026, 02.56 PM IST
AI isn’t a catch-all trade for stocks in this earnings seasonInvestors are becoming more selective about AI-linked stocks, rewarding companies such as Microsoft and Amazon for showing clear returns fr...
02 Aug, 2026, 12.04 PM IST
Amazon shares surge 13% as cloud growth eases AI spending fearsAmazon shares rose sharply on Fridat after stronger-than-expected growth at its cloud business reinforced investor confidence in the compan...
31 Jul, 2026, 09.40 PM IST
China emerging as long-term AI winner despite semiconductor market volatility: JefferiesChina leads the artificial intelligence race, particularly in consumer markets. Global semiconductor stocks face volatility, nearing 200-da...
31 Jul, 2026, 11.06 AM IST
Meta's AI splurge lays bare its compute conundrumThe Instagram owner is splurging billions to build compute - chips, servers, energy and data centers that power AI - leaving it with free c...
30 Jul, 2026, 08.20 PM IST
Meta misses profit expectations, sticks to massive AI spendingThe Facebook and Instagram parent company reported free cash flow of $784 million in the second quarter ended June 30, down from $8.55 bill...
30 Jul, 2026, 05.28 PM IST
Microsoft set for $190 billion market value swing after earnings results, options indicateThe tech company's options imply a move of about 6.6% in either direction after the company reports fourth-quarter results. By comparison, ...
30 Jul, 2026, 12.31 AM IST
Global Market | AI boom, market correction risks emerge as major credit threats: FitchRatings agency Fitch highlights AI boom and market correction as major global credit risks. Unprecedented AI spending and soaring valuation...
29 Jul, 2026, 09.27 AM IST
Fitch warns AI market correction emerging as major global credit riskRatings agency Fitch warns of significant AI-related market correction risks. Unprecedented AI spending and soaring tech valuations raise c...
28 Jul, 2026, 07.07 PM 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
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
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