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AI INVESTMENT BOOM
US Market: AI credit surge tests lenders as future revenues remain uncertainAI-related borrowing has surged substantially in low-rated U.S. firms this year, prompting investor scrutiny of financial assumptions. Lend...- Foreign capital is slipping away. Can India lure investors back?India faces a tougher battle for foreign capital as FPI outflows rise and global investors shift money towards AI, semiconductors and manuf...
- Axis Bank wants to double its Rs 8,688 crore data centre exposureIndia's rising interest in artificial intelligence is prompting Axis Bank to expand its lending to data centres. With demand for large-scal...
- India faces stiff capital-flow challenge amid global AI, manufacturing raceIndia is confronting significant challenges in attracting capital flows due to the evolving global investment environment. Developed countr...
- US economy second quarter growth: GDP grows 2.2 percent as consumer spending and business investment riseThe US economy grew 2.2 percent in the second quarter from April to June, the Commerce Department announced recently. Consumer spending and...
- AI borrowers face tough sell in risky corners of US credit marketAI-related issuance by low-rated firms has totaled $88 billion this year, according to Goldman Sachs, with most of the borrowing coming fro...
- US economy picks up pace, grows 2.2% as consumer spending, AI investment surgeThe US economy grew at a 2.2% annual pace in the second quarter, up from the government’s earlier 1.5% estimate, as consumer spending and b...
- OpenAI bets on always-on AI agents as safety concerns test pace of AI developmentOpenAI announced new AI agents named Dots that assist users by completing tasks proactively. CEO Sam Altman highlighted the importance of s...
- AI bubble to burst sooner than expected? Michael Burry believes it would take only one season of revenue disappointmentMichael Burry has accelerated his bearish outlook on AI stocks, shifting toward leveraged put options and expecting an earlier bubble burst...
- In 2024, Fei-Fei Li raised USD 230 million to launch World Labs, years later Chip maker AMD acquires artificial intelligence company for USD 8.2 billion, abrupt shift from China to New Jersey changes everything for 'Godmother of AI'Earlier in February, 2026, Fei-Fei Li's World Labs raised $1 billion in a funding round as the startup accelerates its efforts to advance "...
- Nvidia approves record $150 billion share buyback plan as AI boom powers cash generationNvidia approved an additional $150 billion in share buybacks, taking its remaining authorisation to $235 billion through fiscal 2028. The r...
- Trump cannot afford to let AI boom fail: 'Big Short' investor Michael Burry explains whyMichael Burry, the investor known as the “Big Short” investor, said the Trump administration cannot afford to let the AI boom falter as AI ...
- Electronics demand, global supply shifts, policy support driving India's semiconductor play: BCG top execIndia is well placed to build a deeper semiconductor ecosystem as domestic electronics demand rises, government incentives expand and globa...
- Why is Oracle’s debt suddenly flashing warning signs? Its 8% bond yield raises a bigger question about who will finance the trillion-dollar AI data-center boomBond investors are actively hedging against Oracle. The cost to insure the software company's debt reached a record high this week. Its 6.7...
- AI boom raises ‘too-big-to-fail’ concerns as ecosystem expands, says Kansas Fed's Jeff SchmidKansas City Federal Reserve President Jeff Schmid has expressed concerns about the interconnectedness of the artificial intelligence indust...
- Better AI won’t fix bad company data: Fuel Cycle’s Daryush LaqabCompanies are increasingly deploying AI agents, but data quality remains a significant challenge in their effectiveness. Around 40% of larg...
- AI infrastructure investment seen surging to $769 billion in 2026 amid growing safety concernsThe estimate is based on nearly $384 billion invested in the first half of 2026 and assumes the current pace continues through the year. It...
- US Market: Bond fund managers turn cautious as yields, AI debt raise risksLeading US bond fund managers overseeing nearly $700 billion are adopting a cautious stance as Treasury yields near 5% and corporate debt v...
- BlackRock, IFM close in on $25 billion Stack data center deal: BloombergGlobal investors have been pouring money into Asia's booming data center sector, driven by rising demand for cloud computing, AI and digita...
- SoftBank's growing bets on AI and semiconductor assetsFounder and Chief Executive Masayoshi Son is aiming to establish SoftBank as the world's leading AI platform with investments across the se...
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