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AI INVESTMENT
Global Market: AI investment story shifts from spending to picking the winnersThe AI investment debate is shifting toward identifying sustainable winners as spending accelerates. Hyperscalers, semiconductor firms and ...
The AI pilot scaling playbook: Enterprise-first AI, connected systems, and shared ownershipA Bosch roundtable offered a reckoning with how organisations learn, how they change, and how they decide whether innovation is a performan...
Global AI investment $1 trillion in 2026, to reach 1.4% global GDP by 2028: Goldman SachsGlobal investment in artificial intelligence is projected to reach around $1 trillion in 2026, with AI-related capital expenditure expected...
Enterprise AI transformation: Why executive education is becoming essential for business leadersAs enterprises accelerate AI adoption, the real challenge is preparing leaders to make informed decisions on investment, implementation and...
Why Zerodha's Nithin Kamath is asking founders to stop leading with AIZerodha founder Nithin Kamath has warned startup founders that simply highlighting AI in investor pitch decks is no longer a differentiator...
Alphabet becomes Berkshire Hathaway's third-largest investmentIn the second quarter, Berkshire Hathaway raised its investment in Alphabet by a significant eighty-three percent, positioning it as the co...
Wall St Week Ahead: With US Fed silent on next move, investors look to earnings to keep stocks afloatInvestors focus on corporate earnings to offset economic risks and rate concerns. Strong results, particularly from AI infrastructure spend...
Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex raceBig Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 bn in Q2 against j...
AMD looks to raise $4 billion to $5 billion in debt offering, source saysAdvanced Micro Devices is looking to raise between $4 billion and $5 billion in a debt offering, a source familiar with the matter said...
Why every business owner in India needs to understand AI, even without a tech backgroundAI is no longer just for tech teams; it's a business imperative for Indian entrepreneurs. Understand where AI creates value, not how it's b...
Strong majority of Japanese firms have yet to fully embrace AI: Reuters pollAbout 60% of respondents said AI is being used only in some parts of their companies or in other limited ways. Another 18% said they have n...
Aswath Damodaran shares 3 lessons investors can learn from rise and fall of Leopold Aschenbrenner's AI fundAswath Damodaran has shared three lessons investors can learn from the rise and fall of Leopold Aschenbrenner’s AI-focused hedge fund, Situ...
Singapore says AI-related demand lifting economyStrong AI-related demand helped the electronics and precision engineering clusters of the manufacturing sector, as well as the machinery, e...
US Stock Market: JP Morgan raises S&P 500 year-end target to 8,000 on AI, earnings optimismJ.P. Morgan raised its S&P 500 year-end target to 8,000, citing stronger corporate earnings and growing confidence in AI investments. The b...
Forget gold and stocks: Nvidia CEO Jensen Huang aims to make chips an investable asset, lines up $500 bn in financingNvidia CEO Jensen Huang said AI compute is emerging as a new investable asset class as the chipmaker partners with six major financial firm...
Global Market: Singapore raises 2026 growth forecast on AI boom, resilient global economySingapore raised its 2026 economic growth forecast to 4.5%-5.5% from 2.0%-4.0%, supported by stronger-than-expected AI investment and a mil...
Nearly 32% entities expect AI to drive re-skilling over job cuts: SurveyAround 32 per cent of surveyed entities expect AI will drive significant re-skilling and job transformation rather than large net reduction...