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AI CAPITAL EXPENDITURES
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...- Stocks in news: Tata Group stocks, HDFC Bank, Coforge, HFCL, Sun Pharma and Varun BeveragesOn September 11, Indian stock markets experienced a remarkable bounce back after an initial dip at opening. Key index heavyweights attracte...
- Oracle layoffs: Long-serving employees along with strong performance ratings are also among those affected; India layoffs may followOracle has reportedly begun a new wave of layoffs impacting staff throughout the United States. Those affected were shocked to find their j...
- Oracle begins new round of layoffs: Logins stopped by 4 a.m., Slack disconnected by 5:30 a.m., then came the dreaded ‘6 a.m. email’; more job cuts likely in IndiaOn September 14, Oracle commenced yet another wave of considerable layoffs, revealing a stringent approach to workforce management. Notific...
- Slow the AI race? Investors weigh the potential costCalls to rein in the development of ever more powerful AI models are fuelling fears over the massive capital outlays in the sector -- and t...
- As private wallets begin to open, India's big future bet takes offIndia’s Rs 1 lakh crore RDI programme is beginning to unlock venture capital flows into deeptech, marking a shift in the country’s attempt ...
- Apple's surprise price twist for old iPhone models exposes smartphone price painIn the wake of the iPhone 18's debut, Apple has made notable price hikes on its older iPhone models in India. This decision is largely infl...
- New-age industries fuelling India's capex cycle, says SBI chiefCorporate spending on infrastructure projects is increasing across India. New sectors like data centers and green hydrogen are driving cred...
- Oracle earnings show slower cash burn as AI spending starts to pay off; stock jumps 4% after marketOracle’s latest earnings offered investors relief as stronger-than-expected revenue and a smaller cash burn eased concerns over its heavy A...
- $4 billion CIO Nimesh Chandan spots 4 bullish signals for Indian stocks. What changed?India’s stock market is poised for a broader recovery as four core cycles—macroeconomics, corporate earnings, credit growth, and market sen...
- BIS chief Pablo Hernández de Cos warns of a second-round inflation threat from energy pricesCentral banks must monitor energy price impacts and potential second-round inflation effects. Global regulatory coordination is crucial for...
- 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...
- GFF 2026: Scindia pitches ‘digital trinity’ of connectivity, compute and trust for AI economyGFF 2026 Scindia: Connectivity, compute, and trust are the new digital trinity for fintech and AI. India's mobile phones and telecom networ...
- Global Market: Amazon diversifies debt funding with first Sterling bond offeringAmazon has launched its first sterling-denominated bond sale, with four maturities ranging from three to 19 years, as hyperscalers diversif...
- Australian data centre operator NEXTDC to raise $795 mln for AI infrastructureNEXTDC is set to secure over one billion Australian dollars by issuing convertible notes, a strategic decision aimed at bolstering its data...
- US bond yields near 5%: What it could mean for stocks, corporate borrowing and the economyUS 10-year Treasury yields are nearing the 5% mark, raising concerns over the impact of higher borrowing costs on stocks, corporate financi...
- AI's left hand begins to take away jobs before its right hand canIn response to soaring chip prices, Samsung India is downsizing its electronics division. The burgeoning demand for specialized chips fuele...
- China’s AI capex jumps 105% YoY, but Jefferies says US cloud giants face greater risksChinese tech giants sharply increased AI capital expenditure in Q2 2026, driven by inference demand and chip availability. However, Jefferi...
- India's cyclical recovery faces risks; oil supply shock, AI capex may hit corporate margins from Q2FY27: ReportIndia’s economic recovery faces growing risks from the oil supply shock, fading domestic stimulus and slowing AI investment, Nuvama Institu...
- Can Big Tech’s $1-trillion AI bet pay off? Jefferies explains why it remains bullishJefferies remains bullish on Big Tech’s $1-trillion AI investment despite near-term financial pressure. Rising customer backlogs, strong cl...
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