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AI INFRASTRUCTURE STOCKS
Global Market: Data centre boom fuels demand for power, cooling equipment suppliersThe global AI data centre boom is creating fresh opportunities for power and cooling equipment suppliers as developers race to overcome inf...- Not just Nvidia: These power and cooling firms are riding the trillion-dollar data centre boomGlobal data centre construction is accelerating to meet AI demand, and power and cooling equipment suppliers are seeing significant order i...
- ESDS Software Solution IPO allotment likely today: GMP at 60%; here’s how to check your statusESDS Software Solution’s ₹720-crore IPO allotment is expected to be finalised today, ahead of its September 4 listing. The issue was subscr...
- Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boomMcKinsey forecasts nearly $7 trillion in data-centre investment globally by 2030; Nvidia last week said it expects AI spending to remain ro...
- Struggling GoPro sells majority stake to optical maker Starman for $285 millionStarman Optical will acquire struggling GoPro for $285 million in cash. This deal aims to repay GoPro's debt and navigate market challenges...
- Fear the reckless humans, not the rogue AIAI isn’t plotting a coup; humans are simply giving algorithms too much power with too little governance.
- Broadcom faces high-stakes earnings test as AI expectations soarBroadcom’s upcoming earnings report faces high expectations after Nvidia’s strong results. Investors will closely watch its $16 billion AI ...
- ESDS Software Solution IPO Day 3: GMP indicates 74% premium; issue subscribed 18.34x. Should you bid?ESDS Software Solutions IPO entered its final bidding day on September 1, with the issue subscribed 18.34 times by Day 2. Retail investors ...
- Metals emerge as 2026’s top sectoral bet, IT, FMCG struggleThe metals sector has achieved a double-digit return this year, outperforming other indices. Realty stocks have seen a significant turnarou...
- OpenAI to end agreement with SpaceX's AI coding tool Cursor, deepening Musk-Altman clashOpenAI said it was not confident that SpaceX would use its technology "within our terms of service."
- IREN stock slumps after Q4 miss as AI cloud revenue surgesIREN shares fell over 8% after a weaker-than-expected Q4, with revenue and adjusted earnings missing estimates. However, AI Cloud revenue s...
- US stocks today: Nasdaq, S&P 500 rise as Nvidia revives AI rally; Fed outlook in focusNvidia's strong revenue forecast revived the AI trade and lifted the Nasdaq and S&P 500, but Wall Street's focus is quickly shifting to Fed...
- Nvidia shares extend gains, jump 7% as blockbuster earnings revive AI trade ,Nvidia shares jumped about 7% after strong quarterly results and a bullish revenue forecast eased concerns over slowing AI spending. The ch...
- Nvidia rises after signaling longer AI spending runwayThe world's most valuable company projected 70% revenue growth next fiscal year and forecast current-quarter sales above Wall Street estima...
- Hitachi Energy India, GE Vernova, other power capex stocks rise up to 5%. Two reasons behind the surgePower capex stocks such as Hitachi Energy India, GE Vernova, TD Power and CG Power witnessed an uptick on Thursday, tracking Nvidia’s stron...
- Global Market: China stocks rise as Nvidia outlook boosts AI and hardware sharesChina’s mainland stocks rose on Thursday, led by AI, semiconductor and hardware companies after Nvidia delivered an upbeat revenue outlook,...
- Global Market Today: Nasdaq futures, Asian stocks rise on Nvidia outlookContracts for the tech-heavy Nasdaq 100 Index climbed 1.2%, while those for the S&P 500 Index added 0.6% after Nvidia signaled strong sales...
- US Stock Market: Nvidia earnings to test AI boom as markets brace for sharp moveNvidia options are pricing in a 5.4% post-earnings move, implying a potential $280 billion swing in market value after its Q2 results. The ...
- US Stock Market: Nvidia earnings, Jackson Hole to test strength of AI-led stock rallyNvidia’s earnings and Fed Chair Kevin Warsh’s Jackson Hole debut are poised to test the AI-driven stock rally. Rising Treasury yields, infl...
- Alibaba stock slumps in Hong Kong after $10.2 billion share placement to fund AIAlibaba said on Sunday its HK$80 billion ($10.21 billion) share placement finalised at HK$112.70 apiece - an 8.4% discount to its Friday cl...
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