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AI DATA CENTRE STOCKS
US stocks today: Dow rallies 1,500 pts, S&P, Nasdaq over 1% as Democrats win midterm electionsWall Street experienced a significant rally after the Democrats gained control of Congress, which eased political uncertainties. Investor s...- AI stocks retreat as Democratic sweep puts data centre boom in focusAI-related stocks came under pressure on Wednesday despite a broader Wall Street rally following the Democratic sweep of Congress. Data cen...
- AI data center stocks dip, renewables surge after Democrat sweep in US midterm electionsThe Democratic sweep, which included victories in traditional Republican strongholds and key data-center hubs Texas and Georgia, will usher...
- Why did the Dow Jones jump 1,250 points today after Democrats won Congress while Tesla, SpaceX and AI stocks struggled? Will a Democratic Congress slow the AI boom?Wall Street took the election result well on Wednesday, yet some names missed the rally. Democrats won Congress, and the Dow climbed 1,245 ...
- AI boom draws chip supply from other end-markets, Siltronic CEO saysSiltronic, which makes silicon wafers used in semiconductors, raised its annual sales forecast for the second time this year on Wednesday, ...
- US stocks today: US stocks rally after Democrats' midterm sweep as AI infrastructure stocks slideUS stocks rallied after Democrats secured control of both chambers of Congress in the midterm elections, easing concerns over major policy ...
- Texas and Georgia host the AI data-centre boom and both swung blue; AI cloud stocks fell and solar jumped up to 10% as the fight over who pays for power beginsData centre stocks fall after Democrats win Congress, but solar shares jump 10% as US election results shake up energy outlook. Texas and G...
- US bond yields fall; Nasdaq, Dow Jones futures slip 2% as Democrats set for big win in US midterm electionsUS Treasury yields fell on Tuesday as investors sought safe-haven assets amid a sharp sell-off in US equity futures following projections o...
- AMD forecasts fourth-quarter revenue above estimates on strong AI chip demandAdvanced Micro Devices estimates its fourth-quarter revenue will hit about $17 billion, driven primarily by robust demand for AI chips. Alt...
- Can AMD stock extend its rally on an upbeat 2027 outlook?AMD reported record third-quarter revenue, driven by a near-doubling of data centre sales amid strong AI demand. The chipmaker also issued ...
- India gains as global investors move away from AI-linked stocks: Goldman SachsIndian equities outperformed the Asia-Pacific region in the MXAPJ index by 7 percentage points last month, making the country one of the be...
- NTT Data to nearly triple Mangaluru workforce to over 2,500 by 2027The company entered Mangaluru through its acquisition of local cloud engineering company Niveus Solutions, and is looking to use the city a...
- Why are Marvell and Lumentum share prices down over $115 billion acquisition?Marvell and Lumentum shares have dropped after Marvell announced that it will be acquiring Lumentum in a $115 billion all stock deal. Marve...
- AI investment frenzy: What small investors should and should not doWhat should the small investor do about this AI revolution in the making? The simple answer is nothing. No one can tell whether AI is a boo...
- US Midterm elections, Apple earnings, jobs data to test Wall Street after AI routWall Street faces a pivotal week as US midterm elections, major corporate earnings and October jobs data test investor sentiment. Recent AI...
- Australian outback data centre pulls timeline after regulator stallsStartup Energy North, which says it has finance lined up for a sprawling gas and solar-powered data centre on a cattle ranch in the country...
- See data centres less as energy-sucking private warehouses, and more as quasi-public utilitiesWe need data centres. They run far more than ChatGPT. Search, banking, streaming, social networks, cloud software, government services, hos...
- 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...
- Why are investors selling Neocloud stocks despite AI demand?AI-focused neocloud stocks came under pressure after Elon Musk warned of widespread failures and industry consolidation. Heavy debt, rising...
- 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...
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