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AI INFRASTRUCTURE STOCKS
Why US stocks are rising: Nasdaq leads Wall Street higher as AI stocks rally, inflation supports Fed pauseUS stock markets rallied on Wednesday, with the Nasdaq taking the lead in gains. Encouraging earnings reports from AI infrastructure compan...- Nebius shares soar 22% as AI demand powers revenue beatNebius shares jumped nearly 22% after the AI cloud provider beat revenue estimates, driven by surging infrastructure demand, larger contrac...
- US stocks: CoreWeave, Super Micro surge on signs of sustained AI buildoutCoreWeave and Super Micro have seen their stock prices soar to new heights amid a rising tide of demand for AI infrastructure. CoreWeave ha...
- SpaceX namesake creates confusion on Dalal Street! Indian IT stock skyrockets 23% in 2 daysBlue Cloud Softech Solutions shares surged 23% in two days after its US subsidiary announced a $150 million deal with Malaysia-based SpaceX...
- Oracle plans fresh layoffs as AI spending piles up billions in debt: ReportOracle is reportedly planning another round of job cuts. This move aims to reduce payroll while investing heavily in AI infrastructure. The...
- Global Market: Kospi extends winning streak as AI optimism lifts chip stocksSouth Korean shares rose for a third straight session, with the Kospi gaining 3.46% as chipmakers rallied on optimism over strong AI infras...
- 25-year-old hedge fund manager who lost $35 billion in a month eyes fresh capital after AI stock selloffLeopold Aschenbrenner’s AI-focused hedge fund, Situational Awareness, lost around $35 billion in weeks after leveraged bets on AI stocks tu...
- Forget gold and stocks: Nvidia CEO Jensen Huang aims to make chips an investable asset, lines up $500 bn in financingNvidia CEO Jensen Huang said AI compute is emerging as a new investable asset class as the chipmaker partners with six major financial firm...
- Is 'Trumpflation' real? Why Wall Street fears this could be a reason for stock market crashWall Street's record rally faces a new test as 'Trumpflation' concerns grow alongside AI-driven pricing pressures. Sticky core PCE inflatio...
- Global Market: China, Hong Kong stocks rise as strong trade data and AI demand lift sentimentChina and Hong Kong equities advanced on Friday after stronger-than-expected July trade data reinforced confidence in the country's export ...
- M2P raises Rs 100 crore debt from Alteria to fund AI expansionThe three-year facility — M2P’s second debt raise — will largely finance AI product development and computing capacity, cofounder and chief...
- SpaceX advances $1 trillion revenue target to 2030, Musk saysSpeaking to investors, Musk said the company’s internal financial projections had shifted from reaching the milestone in 2031 to 2030, addi...
- Why AMD's solid quarterly earnings failed to impress investorsAMD beat earnings estimates and issued strong guidance, but its shares fell as investors sought bigger AI gains, higher margins and stronge...
- US stocks may have more room to rally as earnings, AI spending support marketStrong corporate earnings, sustained AI infrastructure spending and easing valuation concerns have strengthened confidence in the US stock ...
- SpaceX shares tumble 12%, fall below IPO price as AI spending concerns mountSpaceX has demonstrated accelerated returns on its AI investments, though investors express concerns regarding future funding for data cent...
- AMD forecasts strong revenue growth on AI chip demand, but investors seek bigger gainsAMD Earnings Report: AMD beat quarterly revenue and earnings estimates while forecasting stronger-than-expected Q3 sales, driven by AI chip...
- Global Market: Oracle's AI spending spree pushes credit rating to brink of junk statusOracle's debt-funded AI expansion has intensified concerns over its financial health, with rating agencies warning of rising leverage as th...
- AMD's AI-powered revenue forecast fails to wow investorsYet, its shares fell nearly 9% in extended trading, suggesting that investors were looking for an even stronger outlook after the stock mor...
- SK Hynix rises 5% as brokerages launch coverage with bullish ratingsSK Hynix shares jumped five percent as brokerages began coverage with positive assessments, spurred by the company's strong position within...
- Ex-OpenAI employee's hedge fund Situational Awareness hit by AI stock rout; seeks fresh fundingSituational Awareness hedge fund is seeking new capital after significant losses. The fund experienced heavy declines as artificial intelli...
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