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US Stock Market: Big tech's AI spending boom raises cash flow concerns despite early returnsAmerica's biggest technology companies are beginning to generate meaningful AI-driven revenue, but surging infrastructure spending is putti...
Analysis-AI investment boom puts Big Tech's free cash flow under pressureBig tech firms are investing heavily in artificial intelligence infrastructure. Their capital expenditures may soon exceed free cash flow g...
Global Market Today: Asian stocks advance on tech rally, yen weakensAsian stocks climbed for a second day, led by chipmakers. The Kospi Index saw a significant jump, reflecting AI investment optimism. Crude ...
AI could lift Sub-Saharan Africa economy 4% if power, internet improve, IMF saysAs countries and companies race to secure AI's economic benefits, investment in data centres, energy infrastructure and digital networks ...
Alphabet Q2 Earnings: Four key things investors should watchAlphabet's Q2 earnings will test whether heavy AI investments are boosting revenue and cloud growth, with investors watching capital spendi...
Why People Create AI “Workslop”—and How to Stop ItWith the rise of gen AI tools, offices have had to contend with a new scourge: “workslop” or low-effort, AI-generated work that looks plaus...
Global Market: ASML's AI-fuelled rally raises prospects of becoming Europe's first trillion-dollar companyThe artificial intelligence boom has propelled Dutch chip equipment maker ASML to become Europe's most valuable listed technology company, ...
Global Market: AI-driven chip rally stumbles as investors question lofty valuations after sharp selloffGlobal artificial intelligence stock rallies experienced a sharp setback last week. Investors are now reassessing expectations surrounding ...
US Stock Market: Earnings season gathers pace as AI heavyweights, chipmakers take centre stageUS corporate earnings season is set to accelerate this week with key tech giants announcing their results for this quarter. Investors antic...
5paisa Capital partners with OpenAI to bring AI-powered investing in India5paisa Capital has partnered with OpenAI to integrate AI-powered investing and trading features across its platform. The collaboration will...
Agentic AI, alternative data and SIFs take centre stage at Indian Institutional Quant Conference 2026Agentic AI, alternative data and Specialised Investment Funds (SIFs) dominated discussions at the Indian Institutional Quant Conference 202...
Wall Street's chip index enters bear market! Is the AI bubble finally going bust?Wall Street's semiconductor index slipped into bear market territory after tumbling more than 20% from its June peak, raising fresh questio...
Chipmakers and other high-flying stocks slide as AI trade wobblesAs July commenced, global tech stocks faced a notable decline, predominantly driven by chip shares. This drop indicates investor profit-tak...
Wall Street banks are having their best trading year since 2009. Does that mean a crash is coming?Wall Street banks are on track for record trading revenue, driven by AI investing, dealmaking and active markets rather than crisis conditi...
AI agent economics to shape next phase of enterprise GenAI adoption; 60% of agentic AI costs go to response refinement: McKinseyAs generative artificial intelligence (Gen AI) moves beyond experimentation into enterprise-scale deployment, business leaders are increasi...
Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalersAI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slo...
Beyond Nvidia: The hidden winners of the AI investment boomThe real money in the AI build-out is being made where physical capacity can't keep pace with capital, argues Subho Moulik, Founder & CEO a...
Zoho's Sridhar Vembu asks if AI can solve cancer, climate change and war. Is it the only technology that matters? Internet left dividedZoho founder Sridhar Vembu has sparked a debate on X after questioning whether AI could become the only technology that truly matters if it...
Australia to establish government AI office to coordinate regulationThe "Office of AI" will be established within the Department of the Prime Minister and Cabinet and ensure a whole-of-government approach ...
SoftBank's Masayoshi Son says AI will need $5 trillion per year by 2040, dismisses bubble talk"The business model will be viable because by 2040, if AI revenue makes up 20% of global GDP, spending 800 trillion yen a year is a roundin...