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AI INFRASTRUCTURE SPENDING
Nokia: How a forgotten stock from Finland doubled investors wealth in AI comeback storyNokia shares have doubled in 2026 as investors increasingly view the company as an AI infrastructure player. Strong cloud and AI orders, br...
Crusoe in talks to raise $3 billion funding: reportThe startup has contracts to supply AI computing power for the likes of Meta and Oracle, the report said, as technology giants spend bill...
Meta's Mark Zuckerberg says AI agent tech progressing slower than expectedZuckerberg and other Meta executives have been seeking to moderate some of the organizational changes introduced earlier this year, witho...
No longer magnificent? How Apple, Microsoft and other Mag 7 stocks are crumbling under AI pressureThe Magnificent Seven are underperforming as investors question whether massive AI spending will generate adequate returns. With $2.3 trill...
AI chip demand stays strong, but component shortages emerge as next challenge: NomuraThe artificial intelligence (AI) boom is entering a new phase where the biggest challenge is no longer demand for AI chips but shortages of...
Palantir CEO slams OpenAI, Anthropic's token modelPalantir CEO Alex Karp has slammed the token-based pricing of AI giants like OpenAI and Anthropic, arguing businesses are wasting money wit...
Meta stock: Why are Facebook, Instagram, WhatsApp shares are rising today at U. S Stock Market?Meta has poured hundreds of billions of dollars into data centers and AI chips.
US Stocks: Meta building cloud business to sell AI computing, says report; shares riseMeta Platforms is reportedly exploring a move into the cloud computing business, aiming to lease out its surplus AI computing power. This s...
Meta building cloud business to sell excess AI capacity, Bloomberg News reportsMeta Platforms is reportedly exploring a move into the cloud computing business, aiming to lease out its surplus AI computing power. This s...
Global Market: Samsung, SK Hynix double down on AI chip boom with massive investment push despite oversupply risksSouth Korean chip giants Samsung and SK Hynix are investing trillions to boost memory chip production, fueled by soaring AI demand. This am...
The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
A pail of water may unleash India's ₹20 lakh crore opportunityIndia faces a significant water crisis, with demand projected to double supply by 2030, creating a massive ₹20 lakh crore investment opport...
Vocus plans $343 million Sydney-Melbourne fibre link to meet AI demandMacquarie-backed Vocus is set to invest A$500 million in a new fibre network connecting Sydney and Melbourne by 2029. This pioneering ducte...
US Stock Market: Economic resilience collides with expensive valuations on Wall StreetThe US economy shows surprising strength with robust job growth and consumer spending, yet Wall Street is faltering. Investors are wary of ...
Microsoft shares head for worst month since 2000 as AI concerns wipe out $570 billionMicrosoft shares are heading for their worst month since 2000, falling 17% in June as concerns over heavy AI spending and delayed returns e...
OpenAI weighs IPO in 2027 after expected Anthropic public debutAI giant OpenAI is reportedly eyeing a 2027 initial public offering, potentially after rival Anthropic. Both companies have confidentially ...
Italy's Domyn to launch open source frontier AI model within a yearThe Italian tech company Domyn plans to unveil an extensive, fully open-source AI model in less than a year, putting it on track to compete...
'We will talk in 5 years': Sridhar Vembu reacts to IBM CEO Arvind Krishna's statement on 'multi-trillion dollar AI data center bubble'Zoho founder Sridhar Vembu dismisses the massive AI data center buildout as a potential bubble, contrasting IBM CEO Arvind Krishna's concer...
US Stock Market: AI spending fears hammer US tech giants, Alphabet leads selloffWall Street’s AI-driven technology rally faced pressure as investors questioned whether rising infrastructure spending can generate suffici...
US Stock Market: Micron earnings to test strength of AI-fuelled Wall Street rallyThe U.S. stock market's AI-fueled rally faces a crucial test with Micron Technology's upcoming earnings report. Investors are keenly watchi...