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AI SPEND 2026
Byju's Aakash endgame; Startup deal street wakes upHappy Monday! Byju's US lenders and Manipal are close to sealing a settlement over Aakash. This and more in today’s ETtech Morning Dispatch.- As new tech shines, market takes rest on old cushions: Devina MehraForget the hype around tech giants like Mag 7 and MANGOS. Current market data reveals a shift, with US small-cap and old-economy stocks lik...
- UnitedHealth’s $3 billion AI push has bots calling doctorsThe largest US health insurer plans to invest $3 billion in AI over 2026 and 2027. UnitedHealth executives say they’re seeing a 2-to-1 retu...
- Rs 40,000 crore gone in minutes! Why Infosys shares crashed 9% to hit lowest level in almost 6 yearsInfosys share price: Infosys shares plummeted 9% to a near 6-year low, losing nearly Rs 40,000 crore in market cap. This follows Accenture'...
- Explained: Why Accenture's warning sparked a Rs 1.35 lakh crore meltdown for TCS, Infosys, other IT stocksIndian IT majors faced a brutal sell-off, losing Rs 1.35 lakh crore after Accenture's revenue guidance cut. Structural fears around AI repl...
- TCS, Infosys, Wipro, other IT stocks crash up to 8% as Accenture lowers FY26 guidanceIndian IT stocks, including TCS and Infosys, tumbled up to 8% after Accenture lowered its annual revenue growth forecast, signaling continu...
- ET Most Innovative AI Product Awards 2026: The next retail breakthrough may already be in your pocketET Most Innovative AI Product Awards 2026 spotlights the products quietly reshaping retail. From improving product discovery and customer e...
- Jabil raises annual profit forecast amid strong data center demandJabil has raised its profit forecast for 2026, fueled by a surge in demand from AI-powered data centers. This boom in infrastructure invest...
- Companies need flexibility, choice as AI becomes a geopolitical issueIndia is one of the fastest growing markets for Databricks, and last year the firm announced a $250 million investment in India to ramp up ...
- US Stock Market: Wells Fargo raises S&P 500 target on stronger earnings outlook, easing macro risksWells Fargo has raised its year-end 2026 target for the S&P 500 to 7,950 from 7,300, implying a potential upside of about 5% from current l...
- Can Elon Musk's xAI challenge Anthropic after SpaceX's $60 billion Cursor AI acquisition from Anysphere?SpaceX has agreed to acquire Cursor AI parent Anysphere for $60 billion in an all-stock deal, days after SpaceX's blockbuster Nasdaq debut....
- Nvidia to raise $25 billion in first corporate bond sale in five yearsNvidia is set to raise a massive $20 billion through a bond issuance. This move signals the company's significant investment in artificial ...
- Microsoft sued by shareholders over expenses, cloud business, AIAbout $357 billion of market value was erased, and Microsoft's stock suffered its biggest one-day decline in nearly six years.
- PoliceAI UK: How AI in policing will save 6 million hours and speed up crime investigationsUK PoliceAI is introducing artificial intelligence into policing to speed up investigations, process CCTV and digital evidence faster, tran...
- Agentic AI returns in India poised to grow fivefold to $14.4 million: SAP studyGlobally, India ranks second in strategic approaches to AI investment. Reflecting this momentum, Indian organisations plan to invest $25.9 ...
- US stocks: Oracle shares tumbles 12% as hefty AI spending, debt plans spook investorsOracle faced a sharp decline in stock prices on Thursday, triggering alarms among investors who are anxious about the company’s escalating ...
- Explained: Why Oracle shares crashed 10% in extended trading despite earnings beatOracle shares fell sharply in after-hours trading despite beating earnings estimates, as investors reacted to aggressive AI spending plans ...
- Kospi tanks 9% in just two sessions! What’s causing bloodbath in 2026’s top market?South Korea’s KOSPI has plunged 9% in two sessions after a strong 2026 rally, as AI-driven semiconductor stocks face profit booking. Rising...
- Oracle's AI spending blows past estimates, raising worries over growing debtOracle, which has major deals to build data centers for customers such as Meta Platforms and OpenAI, is working to position itself as a ma...
- Global AI debt issuance to top $500 billion in 2026: Morgan StanleyTech companies that have long relied on strong cash flows are increasingly turning to debt financing as investment needs surge. Morgan Stan...
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