- Anthropic eyes $518 billion AI buildout; backed by 80% non-cancellable deals
The AI startup said it plans to spend at least $111.1 billion with Google , $110 billion with Amazon and $31.4 billion with Microsoft under...
Anthropic IPO: 5 points to know behind its $2 trillion bet, $42 billion loss and warning of existential AI risks to humanityAnthropic’s possible IPO: A draft of Anthropic’s S-1 filing leaked to Reuters provides the clearest look yet at the economics behind fronti...
AI bubble to burst sooner than expected? Michael Burry believes it would take only one season of revenue disappointmentMichael Burry has accelerated his bearish outlook on AI stocks, shifting toward leveraged put options and expecting an earlier bubble burst...
Anthropic targets more than $2 trillion valuation in closely watched IPO despite $42 billion 2025 lossAnthropic is planning an IPO that could value the company at over $2 trillion. Despite reporting a net loss of $42 billion last year, its r...
AI trade enters a new phase: Why DBS favours AI adopters over capex-heavy playersDBS says the AI investment theme is entering a selective phase as investors focus on companies converting AI adoption into productivity, st...
Nvidia approves record $150 billion share buyback plan as AI boom powers cash generationNvidia approved an additional $150 billion in share buybacks, taking its remaining authorisation to $235 billion through fiscal 2028. The r...
Global AI trade could revive after recent pullback, JP Morgan saysThe recent pullback in the global AI trade has improved investor positioning, made valuations attractive and could spur a re-engagement, pa...
AI in portfolio management: How technology is reshaping the manager’s roleArtificial intelligence is reshaping investment research and portfolio management, from screening stocks and analysing data to identifying ...
AI spending growth seen slowing sharply by 2028, marking shift towards software: Morgan StanleyMorgan Stanley expects the next 6-12 months to be a transition period, with opportunities broadening beyond semiconductor and infrastructur...
5 key market themes investors need to watch this weekThis week, investors will track US jobs and inflation data, global price readings, central-bank decisions, rising oil prices and bond yield...
Data centre IPO hopefuls brave tougher market as investor scrutiny growsThe Singapore-based company develops and operates data centers for cloud and AI customers. It plans to make its filing with the US Securiti...
Why is Oracle’s debt suddenly flashing warning signs? Its 8% bond yield raises a bigger question about who will finance the trillion-dollar AI data-center boomBond investors are actively hedging against Oracle. The cost to insure the software company's debt reached a record high this week. Its 6.7...
AI boom raises ‘too-big-to-fail’ concerns as ecosystem expands, says Kansas Fed's Jeff SchmidKansas City Federal Reserve President Jeff Schmid has expressed concerns about the interconnectedness of the artificial intelligence indust...
Better AI won’t fix bad company data: Fuel Cycle’s Daryush LaqabCompanies are increasingly deploying AI agents, but data quality remains a significant challenge in their effectiveness. Around 40% of larg...
Fewer Indians plan to raise festive budgets in 2026, but high spenders grow: SurveyA recent survey shows a decrease in the number of Indians looking to boost their festive budgets for 2026. While the willingness to spend o...
India's festive shopping about to change as robots lend helping handThis year's festive shopping in India is gearing up for a transformation as AI tools take center stage. With many intending to spend above ...
US stock market rally explained: Why did Nasdaq climb 2% to close at a fresh record high?Wall Street rallied sharply on Monday, with the Nasdaq gaining over 2% to a record close as easing oil prices and Treasury yields supported...