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AI CAPEX RISK
Mutual funds raise IT exposure to 6.6% in July after record low. Is sentiment towards tech improving?In July, mutual funds increased their allocation to the IT sector to 6.6 per cent, marking a positive shift after an extended period of min...- 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 billion in Q2 agai...
- ETMarkets Smart Talk | Nifty50 can hit 28,615 if crude cools, FIIs return: Rajesh Palviya on wealth creationHe believes the second half could increasingly become an earnings-driven market, even as global macro risks remain in the background.
- ETMarkets Smart Talk | Maturing AI trade could redirect global capital towards diversified growth markets like India: Ritesh TaksaliTaksali points out that FPIs invested around ₹20,000 crore in Indian equities in July, followed by another ₹12,921 crore in the first week ...
- 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...
- Accel’s $550 million India fund; South Park Commons bets on deeptechHappy Wednesday! Venture capital firm Accel has raised its ninth India fund. This and more in today’s ETtech Morning Dispatch.
- 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...
- Gold prices jump 7% to log best weekly gain in 8 months. Start of another yellow metal bull run?Gold prices surged 7% this week, marking their strongest weekly gain in eight months as falling crude prices, weak US jobs data and resilie...
- FIIs now backing India's consumers, not capex: July data reveals major rotationForeign investors returned to Indian equities in July, but their buying reflected selective, defensive positioning. Consumer services, heal...
- SBI Chairman Setty rules out asset quality stress in Q1, says seasonality distorts sequential NPAsState Bank of India reported a strong first quarter with net profit rising over ten percent. Gross advances surpassed fifty lakh crore rupe...
- India’s market rally is just getting started: Emkay strategist on IT, smallcaps and sectors to buyWe believe the market is in the early stages of a broader rally. Recent resilience suggests a durable bottom is forming, supported by two k...
- 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.
- ETMarkets Smart Talk | AI infrastructure, not just AI software, will drive India's next wealth cycle: Amit JoshiFrom data centres and power transmission to manufacturing and the energy transition, these sectors are emerging as the real enablers of the...
- Explained: Why South Korea bought gold after 13 years and what it means for yellow metal investors?In a year marked by dramatic shifts, gold surged to new heights only to undergo a significant decline. Central banks have begun to ramp up ...
- 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...
- ETMarkets Smart Talk | Manufacturing and financialisation could create the most wealth over the next five years: Siddhartha KhemkaIn an interaction with Kshitij Anand of ETMarkets, Siddhartha Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Servic...
- 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...
- If CrAIze slows, India can play catch-upWall Street banks are now creating AI bonds as a solution to manage credit risk, reflecting investor worries over extensive borrowing for A...
- Global chip rout: How should investors play India's AI trade that gave up to 400% returns this year?Global AI stocks face a sharp selloff, impacting Indian investor strategies. Indian markets focus on infrastructure like data centers and p...
- 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 ...
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