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AI INVESTMENTS
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...
- Among AI crowd, some investors position for slower hyperscaler spending growthFor most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assump...
- 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...
- Nvidia partners with Japan robotics firms on AI developmentNvidia announced a partnership with Japanese companies like Fanuc and Yaskawa Electric. This collaboration aims to advance robotics and art...
- 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...
- US-China tech rivalry explained: Why the AI and chip war mattersThe US and China are engaged in a significant technology competition. Artificial intelligence and semiconductor chips are central to this o...
- 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...
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