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AI EARNINGS
Big Tech Earnings Week: Will AI spending pay off?Alphabet, Microsoft and Amazon report quarterly results in a crucial week for AI stocks. Investors will track cloud growth, profit margins,...- $7.7 trillion AI bet: Can hyperscalers earn enough to justify the spending?Six major hyperscalers are projected to spend $7.7 trillion on AI between 2026 and 2030, but generating adequate returns will be a challeng...
- US stocks face crucial test as AI earnings, Fed meeting loomUS stocks face a crucial week as earnings from Alphabet, Microsoft and Amazon coincide with the Federal Reserve’s policy decision. Investor...
- Crude oil is the key to bringing FII money back to Dalal Street: Equirus AMC’s Ashutosh TiwariForeign investors may return to Indian equities only if crude oil prices cool, according to Ashutosh Tiwari, managing director and chief in...
- Sinking profits turn China’s $3.5 trillion rout into trapChinese stocks are experiencing a significant selloff resulting in a loss of $3.5 trillion since May. Increased competition and declining d...
- Global Market Today: Asian shares slip as AI jitters deepen ahead of big tech earningsMSCI Inc.’s Asia Pacific equities gauge fell 0.2% ahead of this season’s busiest earnings week in Asia. US equity-index futures erased earl...
- BlackRock stays cautious on Indian equities despite cheaper valuationsBlackRock Investment Institute has not yet adopted a bullish stance on Indian equities due to ongoing uncertainties. The firm anticipates g...
- Wall Street Week Ahead: Earnings flood, Fed meeting will test rickety AI market rallyUS stock investors are on the edge of their seats as they anticipate quarterly earnings from tech giants like Alphabet, Microsoft, and Amaz...
- US Markets Today: Dow ends 600 pts lower as AI doubts persist ahead of Fed meetUS stocks ended lower after a turbulent week as fresh doubts over the AI trade weighed on sentiment. The Dow fell 1.25%, while the S&P 500 ...
- Meta’s bigger budget, Tesla’s smaller one leave Wall Street uneasyInvestors question how Meta will fund its AI push and whether Tesla’s smaller budget can deliver Musk’s ambitions.
- Healthcare GCCs dangle hefty pay premiums to bridge AI talent gapThe premium reflects a widening gap between demand for specialised skills and the supply of professionals who possess them. Data, analytics...
- Global Market: Japan’s Nikkei falls as chip stocks retreat on AI spending concernsJapan’s Nikkei slipped as semiconductor stocks retreated amid concerns over the sustainability of AI infrastructure spending into 2027. Tok...
- Bitcoin rallies back as tech rebound sparks speculative appetiteBitcoin has surged by 2.4% to $84,737 amid increased enthusiasm for risk assets like technology stocks. This rally, driven partly by SpaceX...
- IT companies likely to see 2-3% AI led deflation over the next 1-2 yearsThe rise of artificial intelligence is anticipated to contribute to ongoing revenue challenges within the IT services sector. Leading firms...
- Global Market Today: Asian shares, US futures rise on AI-trade revivalThe MSCI Asia Pacific Index climbed 0.6% with shares gaining in South Korea and Japan. The Kospi Index rose 1.9%, rebounding after one of t...
- Korea’s KOSPI crashes another 5% as AI rout deepens; AI bellwether down over 40% from peakChip heavyweight SK Hynix Inc. headed for its lowest close since April. Data-center infrastructure company Elice Inc. plunged as much as 32...
- AI stocks rebound as CoreWeave jumps on Goldman Sachs upgradeAI stocks rebound after last week’s sharp selloff, with semiconductor stocks leading the recovery. CoreWeave gains after Goldman Sachs upgr...
- US Market: Wall Street’s AI rally faces test as Meta earnings loomWall Street’s AI-driven rally faces a crucial test as Meta, semiconductor makers and major companies report quarterly earnings. Investors w...
- Jefferies’ Chris Wood says it’s time to diversify beyond AI. Where should investors look now?Jefferies’ Chris Wood is urging investors to diversify beyond AI as earnings growth for global AI stocks is expected to slow sharply and va...
- Rising borrowing costs signal funding risks for global AI expansion: ReportFinancial markets are facing elevated credit risks, particularly for firms operating in the artificial intelligence infrastructure sector. ...
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