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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...
US Stock Market: Treasury sees higher Q3 borrowing needs as cash flow outlook weakensThe US Treasury anticipates borrowing $739 billion in the third quarter. This borrowing estimate reflects lower cash flows and a stronger o...
Bill Miller's investing strategy: How the legendary fund manager outperformed the market for 15 straight yearsBill Miller beat the S&P 500 for 15 consecutive years by combining value investing, long-term patience and contrarian thinking. His strateg...
Chris Wood warns AI capex binge may burn billions as markets turn against Big Tech spendingWood’s long-standing view is that the “hyperscalers will end up blowing a lot of money on their capex binge” and that AI could resemble the...
Amazon soars as cloud revenue surge allays fears over ballooning AI betsAmazon shares surged after robust cloud sales growth validated AI investments. The company posted its strongest cloud growth in over four y...
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...
Amazon soars as cloud revenue surge allays fears over ballooning AI betsAmazon shares surged significantly after reporting robust cloud sales growth. This performance reinforced investor confidence in the compan...
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...
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...
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...
Nasdaq 100 heads for correction as AI worries rattle investorsThe benchmark reached the correction threshold in just 38 trading days, versus more than 100 sessions during its previous decline.
Boeing posts larger-than-expected Q2 loss as Air Force One costs riseBoeing reported a significant quarterly loss, largely due to its Air Force One replacement program. The company still generated positive fr...
Meesho shares can rally to Rs 240? Why Motilal Oswal initiated coverage on the platform stockMotilal Oswal has begun coverage on Meesho, awarding it a buy rating along with a target price indicating strong potential. The brokerage b...
Elon Musk loses $19 billion after Tesla shares plunge 14%. What’s spooking investors?Tesla shares experienced a significant drop of over 14% on Thursday. This decline followed the company's quarterly earnings report which fa...
Mukesh Ambani’s long game: How Reliance could turn a 3-year spending spree into Rs 90,000 crore of free cash flowReliance Industries could generate nearly Rs 90,000 crore in cumulative free cash flow over FY26-FY28 as its heavy investment cycle eases, ...
Tesla earnings disappoint Wall Street as Elon Musk’s AI push, pivot beyond cars hurt profitsTesla's second quarter earnings missed profit estimates for the first time in over two years. The company reported negative free cash flow ...
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...