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AI INVESTMENT RETURNS
AI bubble bursting or just letting out air? Neoclouds may offer cluesElon Musk has warned that over 200 neocloud companies may face significant challenges, including potential failures and consolidation. Desp...- Microsoft, Amazon and Google may spend $600 billion on AI in 2026. Will investors see returns?Microsoft, Amazon and Google could spend as much as $600 billion on AI in 2026, but investors want to know whether the massive investment w...
- Who are the biggest investors backing Anthropic? A look at key stakeholdersAnthropic’s planned IPO is set to test public-market appetite for artificial intelligence companies. Backed by Amazon, Google, leading vent...
- Is the AI boom real or a bubble? Nikhil Kamath asks Silicon Valley foundersThe artificial intelligence industry has attracted significant investments, reaching unprecedented valuation levels amid concerns. Discussi...
- US stocks today: US stocks rise as Anthropic IPO puts AI spending under scrutinyWall Street's main indexes experienced gains as technology stocks led the rise amid AI investment discussions. Investors are preparing for ...
- Anthropic files for US IPO amid AI boom, rising costs and safety concernsAnthropic has filed for a US IPO to support its ambitious AI development plans and secure funding. The company's recent financial details s...
- Anthropic unveils its US IPO filing; puts AI ambitions, costs in spotlightThe prospectus highlights Anthropic's rapid growth over the past year, fueled by Big Tech's breakneck spending that has driven a rally in A...
- Big Tech’s AI push faces a $1 trillion profit test, says UBSUBS Global Research indicates that major cloud companies must generate an additional $1 trillion in operating profits by 2031. They are exp...
- Global Market | SK Hynix weighs $12 billion special dividend ahead of Q3 Results: ReportsSK Hynix said it would announce shareholder-return measures alongside its quarterly results amid reports that it was considering a special ...
- $7.7 trillion AI bet: Can hyperscalers earn enough to justify the spending?Six major hyperscalers are projected to spend $7.7 trillion on AI between 2026 and 2030, but generating adequate returns will be a challeng...
- US stocks face crucial test as AI earnings, Fed meeting loomUS stocks face a crucial week as earnings from Alphabet, Microsoft and Amazon coincide with the Federal Reserve’s policy decision. Investor...
- AI efficiencies shield Q2 IT margins from transatlantic macro headwindsHCLTech’s margin rose 131 basis points quarter-on-quarter to 18.2%, Tech Mahindra’s increased 40 basis points to 14.8%, Wipro’s climbed 50 ...
- AI could unlock $2.52 trillion in annual global economic value: ReportArtificial intelligence is projected to generate $2.52 trillion in annual economic value globally through automation. However, increased de...
- Meta’s bigger budget, Tesla’s smaller one leave Wall Street uneasyInvestors question how Meta will fund its AI push and whether Tesla’s smaller budget can deliver Musk’s ambitions.
- Meet Shruti Gandhi, who launched Array Ventures in 2016; 8 years later, her first fund had returned all its capital to investorsGandhi announced the achievement in a year-end update in February 2025. It claimed that Array Ventures fully returned its 2016 Fund I in th...
- US stocks today: US stocks slide as AI spending jitters hit Nasdaq, oil prices reboundUS stocks opened lower on Thursday as renewed concerns over the outlook for artificial intelligence weighed on growth stocks. Tesla and Met...
- Global Market: China's Lingjun Investment attracts $300 million from overseas investorsChina’s Lingjun Investment has raised at least $300 million from US and Southeast Asian investors as it resumes overseas fundraising. Stron...
- The cost of AI adoption: can businesses turn investments into returns?Indian businesses are increasing their AI budgets, but turning early results into sustainable returns requires more than buying new tools. ...
- China's AI data centre boom faces Return-on-Investment test as financing costs rise: Goldman SachsGoldman Sachs examined three business models in China's data centre sector: traditional powered-shell facilities, integrated AI data centre...
- Only 8% of fund managers report improved investment returns from AI adoption: ReportDespite growing adoption of artificial intelligence (AI) in the global asset management industry, only 8 per cent of fund managers have rep...
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