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AI CAPEX 2027
AI’s trillion-dollar question: What happens if the boom slows?AI leaders urge a slowdown in advanced model development for safety measures. This call has caused significant market reactions and stock p...15 Sep, 2026, 02.52 PM IST- Investors nervous about AI spending slowdown after industry warningsRecent dire pronouncements about AI potentially endangering humanity were followed over the weekend by calls from AI leaders, including Ant...15 Sep, 2026, 10.45 AM IST
- Oracle tops estimates as AI demand tempers cash-burn fearsShares of the company, which have slumped more than 21% this year, rose 4% in extended trading after Oracle reported a jump in revenue back...11 Sep, 2026, 08.33 AM IST
- Thru the optimism prism: GDP’s 7.8% print offers some hope for those willing to see itIndia's economy grew by 7.8% in the first quarter of fiscal year 2027. This growth was fueled by a consumption spurt and government capital...08 Sep, 2026, 10.59 PM IST
- India in multi quarter growth upcycle, says Morgan Stanley; sees Sensex at 89,000 by June 2027Morgan Stanley sees India entering a multi-quarter growth upcycle, supported by improving investments, monetary policy and domestic demand....07 Sep, 2026, 01.49 PM IST
- 'Many deals over $10 billion amid conflicts... this is astonishing': JPMorgan chief Anu AiyengarDeal-making momentum is driven by available financing and open markets, while M&A activity focuses on large strategic deals. Private credit...31 Aug, 2026, 01.02 AM IST
- Hitachi Energy India, GE Vernova, other power capex stocks rise up to 5%. Two reasons behind the surgePower capex stocks such as Hitachi Energy India, GE Vernova, TD Power and CG Power witnessed an uptick on Thursday, tracking Nvidia’s stron...27 Aug, 2026, 11.19 AM IST
- Nvidia earnings: Chipmaker forecasts Q3 revenue at $108 billion, above analysts' estimates as Q2 profit, revenue double YoYNvidia earnings: Nvidia forecasts strong third quarter revenue, exceeding analyst expectations significantly. The company sees a trillion-d...27 Aug, 2026, 02.45 AM IST
- Earnings recovery still not priced in, says Kotak Life's Hemant KanawalaIndia's earnings recovery has begun to broaden across sectors, but the market is yet to fully price in the upcycle, says Hemant Kanawala of...23 Aug, 2026, 05.28 PM IST
- What if Meta loses trial? Penalties may top $1.4 trillion, matching its market capMeta, which owns Facebook and Instagram, is being sued by a bipartisan coalition of states on allegations of deceiving the public and desig...21 Aug, 2026, 09.34 AM IST
- 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...15 Aug, 2026, 12.37 AM IST
- Hon Hai to direct 2026 capital expenditure toward global AI expansionTaiwan-based Hon Hai Precision Industry Co. announced that its capital expenditure for 2026 will focus on expanding artificial intelligence...13 Aug, 2026, 10.46 AM IST
- US stocks: CoreWeave, Super Micro surge on signs of sustained AI buildoutCoreWeave and Super Micro have seen their stock prices soar to new heights amid a rising tide of demand for AI infrastructure. CoreWeave ha...12 Aug, 2026, 09.26 PM IST
- Nazara’s new raise; PEs gravitate to startupsHappy Friday! Nazara Technologies will raise funds via a preferential issue. This and more in today’s ETtech Morning Dispatch.07 Aug, 2026, 07.48 AM IST
- Nifty can rally to 28,615 by this December in Axis’ bull case scenario. Here’s whyAxis Direct expects the Nifty to climb to 28,615 by December in its bull-case scenario, driven by a revival in private capex, resilient dom...05 Aug, 2026, 02.40 PM IST
- US stocks: US market ends sharply higher, lifted by soaring MicrosoftWall Street surged on Thursday, led by chip stocks and Microsoft's strong forecast. Microsoft's forecast eased investor concerns about mass...31 Jul, 2026, 01.31 AM IST
- US faces risk of 'massive capital destruction' as Chinese AI models challenge hyperscalers: JefferiesThe United States could face "massive capital destruction" from its artificial intelligence (AI) investment boom as Chinese open-source AI ...28 Jul, 2026, 10.22 AM IST
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