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AI CAPITAL EXPENDITURE
TSMC to invest up to USD 1 billion in Anthropic, OpenAITaiwan Semiconductor Manufacturing Company (TSMC) has approved investments of up to USD 1 billion in two major Artificial Intelligence comp...- Earnings recovery, FII revival: 5 factors that will shape Dalal Street's next move after Q2Indian equities are recovering as stronger Q2 earnings, renewed FII inflows and attractive largecap valuations lift sentiment. Analysts ide...
- Wells Fargo upgrades US AI infrastructure stocks to neutral after chip routWells Fargo upgraded its outlook on US AI infrastructure stocks to neutral from negative, citing improved valuations after a steep semicond...
- AI stocks: Are the days of easy money over? Aswath Damodaran warns investors of a new market reality ahead of Anthropic IPONYU professor Aswath Damodaran warns that broad-based gains from AI stocks may be fading as investors become more selective. He highlights ...
- Wall Street brokerages call AI stock selloff overdone, see buying opportunity in tech stocksWall Street brokerages Morgan Stanley, UBS and HSBC consider the recent AI stock selloff excessive, maintaining confidence in long-term inv...
- India's investment outlook strengthens as credit, exports rebound; inflation relief likely: HSBCIndia's investment outlook is improving as credit growth and corporate revenue increase, pointing towards stronger private capital spending...
- Citi bullish on Indian equities, sees Nifty at 28,000 by end-2027Citi Research projects that India's benchmark Nifty 50 index could hit 28,000 points by the end of 2027. This forecast is based on strong e...
- AI investment cycle may have peaked, Jefferies warns; raises India allocation to 14%According to a recent Jefferies report, global investment in artificial intelligence appears to be facing a mid-cycle correction. Although ...
- Equinix seeking land for India data centres: CEOThe world’s largest data centre operator by footprint, valued at nearly $100 billion, has invested $365 million in India and sees significa...
- SoftBank credit default swaps hit 4-year high as AI profitability concerns mountSoftBank Group’s five-year credit default swap spread climbed to a four-year high as investors grew increasingly concerned about the profit...
- Fed's Beth Hammack and Thomas Barkin favour gradual rate hikes as inflation stays highTwo officials from the Federal Reserve have supported modest and steady interest rate increases to combat high inflation. They believe thes...
- Democratic victories threaten to slow US data-centre expansion, ease bond yields: ICICI Bank reportThe US midterm election results have put 141 GW of planned data-centre capacity at risk of tighter policy restrictions, potentially slowing...
- Why is Microsoft borrowing $25 billion after offering buyouts to 60,000 employees?Microsoft 25 billion bond sale: Microsoft is raising $25 billion through a bond sale as AI infrastructure costs rise, days after offering v...
- Anthropic revenue jumps 1,100% ahead of IPO as AI spending commitments near $900 billionAnthropic reported a 1,100% surge in third quarter revenue to $17 billion ahead of its planned IPO later this month. However, the AI compan...
- Anthropic plans to sell $3.5 billion of shares to Japan investors in IPO, filing showsThe new shares issued to Japanese investors will go to raise working capital and fund operating expenses and capital expenditure, the filin...
- Big tech share buybacks plunge 83% as AI spending hits cash flowsMajor US technology companies sharply reduced dividends and share buybacks as record AI infrastructure spending pushed their combined free ...
- Nasdaq Outlook: Is the worst over for AI-fuelled tech stocks?Wall Street’s AI-led rally faced a sharp setback as the Nasdaq recorded its biggest single-day fall since June. Heavy losses in technology ...
- Nasdaq 100 cracks 5%, wipes out $2 trillion in October as AI spending fears deepenInvestor concerns about the high expenditures on artificial intelligence have intensified amidst rising borrowing costs. Major technology c...
- 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...
- AI giants' funding ambitions test Wall Street's appetite for riskThe heavyweights of the AI industry are facing a reckoning on Wall Street, reflecting concerns over who will bear the cost of the artificia...
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