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...
04 Nov, 2026, 10.11 PM IST
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 ...
04 Nov, 2026, 10.11 PM IST
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, ...
04 Nov, 2026, 09.48 PM IST
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 ...
04 Nov, 2026, 09.36 PM IST
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...
04 Nov, 2026, 08.07 PM IST
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...
04 Nov, 2026, 11.57 AM IST
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...
04 Nov, 2026, 10.56 AM IST
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...
03 Nov, 2026, 07.47 PM IST
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...
03 Nov, 2026, 12.10 AM IST
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...
02 Nov, 2026, 07.34 PM IST
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...
02 Nov, 2026, 12.06 PM IST
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...
02 Nov, 2026, 09.37 AM IST
KKR, Singtel and Tata Communications put data centre company STT GDC India up for sale at over $5.5 billionIn a significant move, KKR, Singtel, and Tata Communications are gearing up to offload STT Global Data Centres India, anticipating a valuat...
02 Nov, 2026, 06.51 AM IST
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...
02 Nov, 2026, 02.42 AM IST
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...
30 Oct, 2026, 11.31 PM IST
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...
30 Oct, 2026, 01.07 PM IST
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...
24 Oct, 2026, 12.31 AM IST