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AI INFRASTRUCTURE SPENDING
India can take the lead in applying AI in industries: SAP CEO Christian Klein- Why did the Nasdaq 100 crash more than 550 points today? US stock market Dow Jones, S&P 500 and Nasdaq plunge into deep red as AI's biggest winners become the market's biggest losers
- CoreWeave founders have dumped $2.3 billion in stock since IPO
- AI not a threat, but opportunity for IT services: TCS chairman N ChandrasekaranAddressing the concerns that AI could reduce demand for traditional IT services, Chandrasekaran said the market has misunderstood the relat...09 Jun, 2026, 09.07 PM IST
- Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...09 Jun, 2026, 07.40 PM IST
- AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...08 Jun, 2026, 10.33 AM IST
- Meta weighs big equity raising to finance AI infrastructure: FTThe report comes after Alphabet moved to raise $84.75 billion in upsized equity offerings, as Big Tech competes to build data centers and...06 Jun, 2026, 08.50 AM IST
- AI fever spreads, but are markets masking economic cracks?Investors are pouring money into Artificial Intelligence, even as economic worries grow. SpaceX's massive IPO signals strong AI interest. C...05 Jun, 2026, 07.53 PM IST
- As AI shifts from training to inference, Intel moves up the stackIntel is changing its AI strategy. The company is now focusing on building complete AI systems and infrastructure, not just chips. This mov...05 Jun, 2026, 06.57 PM IST
- India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar SinhaIndia is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector ...05 Jun, 2026, 01.42 PM IST
- Hidden AI Winners: Little-known D-Street stocks soar up to 530%Indian industrial companies are experiencing significant growth by supplying components for data centers. These firms are crucial for build...05 Jun, 2026, 09.56 AM IST
- 5,100 employees won't get salary hikes as Tech CEO says company is spending on AI insteadTeradata salary hike 2026: Cloud software company Teradata has decided to freeze annual salary increases for its 5,100 employees in 2026 as...04 Jun, 2026, 10.58 PM IST
- One sentence from Jensen Huang just made Marvell the hottest stock on the planet, company added $90 billion in 2 daysJensen Huang Marvell (MRVL) trillion dollar prediction: Marvell Technology's stock surged after Nvidia CEO Jensen Huang lauded the company ...03 Jun, 2026, 09.43 PM IST
- AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan GarnerForeign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...03 Jun, 2026, 11.36 AM IST
- Why is Google stock (GOOG) down today? Investors react to Alphabet's $80 billion equity raise for AI expansion - here's everything you need to knowGoogle stock price today: Alphabet's stock dipped following news of an $80 billion equity offering. This move aims to finance the company's...02 Jun, 2026, 08.36 PM IST
- Alphabet stock price jumps as Google parent plans $80 billion fundraising for AI expansionAlphabet stock price remained in focus after Google parent Alphabet announced plans to raise up to $80 billion to expand artificial intelli...02 Jun, 2026, 03.32 AM IST
- MU stock price today hits new record above $1,000 as Micron crosses $1 trillion market cap: What's driving the rally and what are analysts' price targets?Micron (MU) stock price target: Micron Technology's stock surged past $1,000, driven by robust demand for AI infrastructure and its key rol...01 Jun, 2026, 11.35 PM IST
- SpaceX, OpenAI windfall fuels bets on next-wave Asian AI winnersAnticipating significant capital raises from tech giants like SpaceX and OpenAI, investors are shifting focus to Asian supply chain compani...31 May, 2026, 11.48 AM IST
- Dell stock skyrockets on AI demand: Can Dell become the next AI infrastructure giant as Wall Street rushes into Dell shares?Dell Technologies shares jumped nearly 40% after AI server demand exploded, shocking Wall Street. The Dell stock rally came as AI server bo...29 May, 2026, 05.55 PM IST
- Dell raises annual forecasts as AI data center buildout fuels demandUS tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure this year, which would drive up demand ...29 May, 2026, 07.47 AM IST
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