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AI REVENUE SHORTFALL
More oil escapes Hormuz, keeping traders guessingIran war: Tankers are using stealth to exit the Strait of Hormuz, freeing oil trapped in the Gulf. The practice of ships going dark is wide...- Largecap IT stocks as a value play? BNP Paribas’ Kumar Rakesh issues a reality checkBNP Paribas analyst Kumar Rakesh cautions that weak FY27 guidance, AI-led disruption, and stalled client spending challenge the IT sector’s...
- Very excited about Indian market, says Apple's Tim CookApple CEO Tim Cook is thrilled about India's market potential. iPhone, iPad and Mac sales are growing strongly. Despite this success, Apple...
- Why US stock market surging big today on final day of April? Dow Jones, S&P 500 and Nasdaq all in green as Dow jumps record 500 points — Nvidia, Intel and Meta Platforms stocks crashUS stock market surging big today. Dow Jones, S&P 500 and Nasdaq rally as Dow jumps record 500 points. A powerful mix of blowout earnings, ...
- Earnings vs signals: Q4 results may matter more than they lookThe March quarter earnings season arrives at an inflection point, with stable numbers masking underlying economic shifts. Escalation of the...
- NITI Aayog calls for structured Trade Missions targeting Japan, Middle East, GermanyNITI Aayog suggests strategic tech-services trade missions to Japan, the Middle East, and Germany. A unified India Tech-Services brand will...
- Meta posts stronger-than-expected Q4 results though costs continue to soarThe company earned $22.77 billion, or $8.88 per share, in the October-December quarter. That's up 9% from $20.84 billion, or $8.02 per shar...
- Union Budget 2026: EY urges for defence boost & 4% fiscal deficit aim for FY27India Budget: EY suggests the upcoming Budget should boost capital expenditure, focusing on advanced tech like AI, space, and robotics, alo...
- Oracle Stock Crash: Oracle stock $ORCL plunged 14%, wiping out $105 billion in market value in a single session — what’s next, and will AI stocks sink?Oracle stock crash: Oracle stock $ORCL plunged 14%, wiping out $105 billion in market value in a single session. The drop puts Oracle on pa...
- Nasdaq, Dow Jones, S&P futures dip post-fed rally, Oracle dip sparks AI skepticism, Powell adds investor cautionTech stocks tumbled overnight as Oracle's revenue miss sparked AI investment return worries, overshadowing the Fed's rate cut. While the Do...
- Half-trillion loss? HSBC says OpenAI facing titanic cash burn through 2030OpenAI is facing a massive cash burn. HSBC now projects nearly $500 billion in operating losses by 2030. Compute deals with Microsoft and A...
- $2 trillion in new revenue needed to meet AI demand globally by 2030: ReportA new report indicates that meeting global AI demand by 2030 will require $2 trillion in annual revenue, leaving an $800 billion shortfall ...
- An $800 billion revenue shortfall threatens AI future: BainA new Bain & Co. report projects a massive $800 billion revenue shortfall for AI companies by 2030. While firms are investing heavily in da...
- Nvidia stock tanks — what went wrong despite beating Wall Street’s earnings expectations?Nvidia posted record Q2 earnings but its stock still sank — here’s why data-center revenue, China chip bans, and slowing AI growth rattled ...
- SMCI stock tumbles after Super Micro’s earnings miss Wall Street targets, sparking margin fears and investor sell-offSuper Micro Computer stock dropped sharply after the company missed Wall Street’s earnings and revenue estimates for Q4 FY2025. The tech gi...
- Spotify sees 12% rise in paid subscribersSpotify saw paying subscribers rise 12 percent to 276 million customers in the second quarter of 2025, the world's top music streaming serv...
- Meta quarterly profit climbs despite big cloud spendingMeta reported a strong quarter with $16.6 billion profit and $42.3 billion revenue, beating expectations. Advertising remained robust despi...
- Is iconic chip maker Intel struggling on the AI front? Release of its new chip has been delayed further; here's the reason for itIntel, once a leader in the semiconductor industry, is facing challenges in the rapidly growing field of artificial intelligence (AI). The ...
- Oracle tumbles as tepid forecast fans cloud growth concernsOracle on Monday blamed supply constraints for the weak results, with CEO Safra Catz saying that demand for the company's generative AI and...
- Air India to raise up to $350 million via external commercial borrowing routeAir India is raising up to $350 million to meet its working capital requirement through the external commercial borrowing (ECB) route.
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