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AI EXPENDITURE
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 ...
Anthropic IPO: Why are Nvidia, Google, Microsoft and AMD investing billions in their own AI competitor? What Big Tech stands to gain from the Claude makerAnthropic IPO: Anthropic is set to receive a significant $26 billion investment through its upcoming IPO from several technology companies....
Anthropic eyes $1.4 trillion valuation in blockbuster IPO, targets up to $90.4 billion in fundraisingAnthropic is targeting a fully diluted $1.4 trillion valuation through its proposed IPO, seeking up to $64.35 billion. Combined with a $26 ...
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...
Global brokerages turn bullish on Indian equities as market reboundsGlobal brokerages HSBC, Citigroup, and Jefferies have upgraded their outlook on Indian equities. They cite improving earnings prospects and...
Microsoft reports $36 billion quaterly profit, employees complain salary raises below 1%, describe workplace as 'joyless and demoralizing' after 60,000 people receive buyout offersMicrosoft reported a 32% jump in quarterly profit to $36.6 billion but its employees complain of salary increases below 1%, rising workload...
Can Nifty hit 28,000 before 2028? Citi raises target, sees $12 billion inflowsCiti Research has raised its Nifty 50 target to 28,000 by end-2027, implying 12% upside, citing easing oil prices, stronger foreign inflows...
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...
Tech firms claw back some losses after midterms rout, eyes on NvidiaTech firms rose Monday to claw back some of last week's painful losses fuelled by AI regulation worries, though traders were keeping a wary...
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...
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...
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...