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
US faces risk of 'massive capital destruction' as Chinese AI models challenge hyperscalers: JefferiesThe United States could face "massive capital destruction" from its artificial intelligence (AI) investment boom as Chinese open-source AI ...
28 Jul, 2026, 10.22 AM IST
Global Market Today: Asian stocks fall on AI jitters, oil extends dropAsian equities dropped as artificial intelligence spending concerns fueled chipmaker selloffs. Crude oil extended its decline, with Brent s...
28 Jul, 2026, 06.34 AM IST
US stocks: US market ends mixed as investors focus on tech earningsWall Street closed mixed as investors awaited tech earnings and feared rate hikes. Oil prices fell after President Trump discussed peace ta...
28 Jul, 2026, 01.31 AM IST
US stocks: US market climbs after US, Iran pause conflict; focus on Fed, earningsMajor Wall Street indexes opened higher on Monday morning. This rise followed the United States and Iran pausing hostilities, boosting inve...
27 Jul, 2026, 08.12 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
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
Global Market Today: Asian stocks fall on tech selloff, oil trades above $100Asian stocks declined following a Wall Street tech selloff and investor doubts about artificial intelligence returns. Oil prices held their...
24 Jul, 2026, 06.44 AM IST
Alphabet's cash burn raises alarm for Big Tech as AI spending climbsAlphabet's significant cash burn highlights increasing artificial intelligence spending pressures. Big Tech firms now face higher outlays, ...
23 Jul, 2026, 05.41 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
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
Iren shares jump 16% as $2.8 billion AI cloud deals lift revenue targetIREN shares surged after the company secured $2.8 billion in AI cloud contracts and raised its 2026 revenue target. Strong demand for GPU i...
20 Jul, 2026, 08.49 PM 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