Nasdaq futures sink as Amazon, Intel intensify AI spending fearsShares of Amazon.com were down 6.3% in premarket trading after the company reported a sharp cash outflow in the third quarter and signaled ...
30 Oct, 2026, 05.42 PM IST
Nasdaq futures tumble over 2% as Amazon, Intel stoke AI spending concernsU.S. stock futures tumbled as Amazon's rising AI investments and Intel's cash burn warning heightened concerns over infrastructure costs, b...
30 Oct, 2026, 03.49 PM IST
Global Market: Wall Street's top asset managers bet big on AI infrastructure boomWall Street’s leading alternative asset managers are ramping up investments in AI infrastructure, betting on long-term leases and creditwor...
30 Oct, 2026, 01.07 PM IST
Explained: Why AI giants Google, Amazon, Intel shares crashed up to 23% in a single dayShares of Alphabet, Amazon and Intel plunged on Thursday as investors fretted over rising AI spending, weakening cash flows and a subdued o...
30 Oct, 2026, 12.39 PM IST
US Markets Today: US stocks end lower as Alphabet revenue miss revives AI capex jittersWall Street ended the day on a sour note, as Alphabet's revenue shortfall cast a shadow over the AI investment landscape and overall market...
30 Oct, 2026, 01.46 AM IST
Cash takes centre stage as investors rethink AI spending boomInvestors are increasingly focused on technology companies' cash generation capabilities to fund artificial intelligence investments. Micro...
30 Oct, 2026, 01.23 AM IST
US stocks today: Nasdaq slides over 1% as Alphabet's AI spending revives investor concernsThe Nasdaq Composite dropped over 1% as Alphabet reported disappointing advertising results. The downturn was worsened by software stocks, ...
29 Oct, 2026, 09.11 PM IST
Google shares crash 13% after $9 billion cash burn sparks AI spending fearsAlphabet shares crashed 13% as third-quarter earnings missed expectations due to heavy AI spending and slowing search ad growth. Net profit...
29 Oct, 2026, 08.19 PM IST
Alphabet's heavy cloud spending drives bigger-than-expected cash burnThe company reported negative free cash flow of $9.07 billion, compared with analysts' estimate of a cash burn of $36 million, according to...
29 Oct, 2026, 01.18 PM IST
AI bubble bursting or just letting out air? Neoclouds may offer cluesElon Musk has warned that over 200 neocloud companies may face significant challenges, including potential failures and consolidation. Desp...
27 Oct, 2026, 08.39 PM IST
Microsoft, Amazon and Google may spend $600 billion on AI in 2026. Will investors see returns?Microsoft, Amazon and Google could spend as much as $600 billion on AI in 2026, but investors want to know whether the massive investment w...
27 Oct, 2026, 08.06 PM IST
Is the AI boom real or a bubble? Nikhil Kamath asks Silicon Valley foundersThe artificial intelligence industry has attracted significant investments, reaching unprecedented valuation levels amid concerns. Discussi...
27 Oct, 2026, 09.54 AM IST
$7.7 trillion AI bet: Can hyperscalers earn enough to justify the spending?Six major hyperscalers are projected to spend $7.7 trillion on AI between 2026 and 2030, but generating adequate returns will be a challeng...
26 Oct, 2026, 11.19 AM IST
US data centre spending seen more than doubling to $2.1 trillion by 2028, estimates BoFAGlobal data centre spending is expected to reach $1 trillion in 2026 and more than double to $2.1 trillion by 2028, driven by rising demand...
24 Oct, 2026, 12.31 AM IST
Tech giants' AI spending to exceed $1 trillion in 2027, lift US growth: UBSMajor technology companies are projected to invest more than USD 1 trillion in artificial intelligence infrastructure by 2027. Reports indi...
21 Oct, 2026, 10.23 AM IST
S&P Global flags potentially hidden AI debt at hyperscalers as AI spending surgesS&P Global warned that hyperscalers could be carrying more AI related debt than currently visible through financing structures linked to da...
20 Oct, 2026, 12.20 AM IST
Rising AI costs force companies to cap spending, says Goldman SachsIn ‘Connecting the Dots’ report, Goldman Sachs highlights how businesses are controlling AI bills by setting usage limits, removing tools t...
19 Oct, 2026, 01.54 PM IST