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US HYPERSCALERS
US faces risk of 'massive capital destruction' as Chinese AI models challenge hyperscalers: Jefferies- Chipmaker CXMT vaults to top of China's valuation with 466% surge in Shanghai debut
- US Stock Market: Rising oil prices and bond yields threaten Wall Street rally as Middle East tensions unsettle investors
- Malaysia's resource anxiety tests Asia's fastest data centre build-outIn Johor, China's ZDATA told Reuters its data centre operates solely on treated wastewater, and it is finalising a renewable energy deal wi...27 Jul, 2026, 09.48 AM IST
- Global Market Update | South Korea's Naver jumps 10% on Nvidia's $1 billion investment planNvidia will invest one billion dollars in Naver's new shares. This investment supports expanding an AI data center project in South Korea. ...27 Jul, 2026, 09.44 AM IST
- Execution is bigger challenge than profitability: Fractal CEOFractal reported a sharp 38% sequential decline in net profit to Rs 72.3 crore in April-June quarter. However, on a yearly basis, net profi...25 Jul, 2026, 08.24 AM IST
- Sterlite Tech Q1 Results: Profit skyrockets 870% YoY to Rs 197 crore as AI data centre orders lift earningsSterlite Technologies reported record quarterly revenue and profit, driven by strong AI-led demand for optical connectivity and data centre...24 Jul, 2026, 08.40 PM IST
- A $100 question and all you need to know about markets for next weekGlobal markets face a pivotal week as the Federal Reserve, Bank of Japan and Bank of England meet against the backdrop of the Middle East c...24 Jul, 2026, 01.37 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
- 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
- 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
- Sterlite Tech shares tumble 27% from June peak after 400% surge in 2026. Should you catch this falling knife?Sterlite Technologies shares have seen a notable correction after a substantial rally. Analysts suggest this pause is normal within a broad...22 Jul, 2026, 09.57 AM IST
- Bigger crash ahead? JPMorgan CEO Dimon says he won't buy stocks at current prices, says markets underestimating risksJPMorgan CEO Jamie Dimon warned that investors are underestimating geopolitical and fiscal risks, saying he would avoid buying stocks or US...21 Jul, 2026, 01.59 PM IST
- Prysmian signs €5.5 billion Molex deal in data center pushItalian cable maker Prysmian signed a deal with Molex for fiber optic cables. This agreement is valued up to five point five billion euros ...20 Jul, 2026, 04.26 PM IST
- Prysmian signs €5.5 billion Molex deal in data centre pushItalian cable maker Prysmian said on Monday it had signed a long-term agreement worth up to €5.5 billion ($6.4 billion) with Molex, a Koch-...20 Jul, 2026, 11.16 AM IST
- Could AI chip boom make ASML Europe's first trillion-dollar firm?After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever...20 Jul, 2026, 10.51 AM IST
- Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalersAI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slo...17 Jul, 2026, 12.41 PM 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
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