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Big Tech Earnings Week: Will AI spending pay off?Alphabet, Microsoft and Amazon report quarterly results in a crucial week for AI stocks. Investors will track cloud growth, profit margins,...- $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...
- Scaling AI agents a bottleneck for Indian enterprises: Dynatrace’s Rafi KatanashoKatanasho believes autonomous agents can fail silently, delivering poor business outcomes without triggering system alerts.
- US data centre spending seen more than doubling to $2.1 trillion by 2028, estimates BoFAGlobal data centre spending is expected to reach $1 trillion in 2026 and more than double to $2.1 trillion by 2028, driven by rising demand...
- Data center spending to more than double to $2.1 trillion by 2028Data center spending has been a fast-growing source of revenue for industrial firms that make generators, construction equipment, switchgea...
- AI stocks: Midterm elections could threaten AI trade as data center backlash growsPublic opposition to US data centers and the November midterm elections could reshape AI infrastructure investment. Increased regulatory sc...
- Global Market: Anthropic presses ahead with November IPO as AI listings face delaysAnthropic is preparing for a potential mid-November IPO despite market volatility, rising interest rates and concerns over AI spending. Wit...
- US stocks today: Nasdaq slumps 2.5%, S&P 1% as revived AI doubts ignite tech selloffUS stocks fell sharply as renewed concerns over massive AI spending triggered a selloff in technology and semiconductor shares. The Nasdaq ...
- Steep bill for AI buildout punishes Meta, other tech favoritesInvestors sold shares of Meta Platforms and a wealth of companies central to the AI trade, a day after Meta -- one of the so-called hypersc...
- Global Market: Japan’s Nikkei falls as chip stocks retreat on AI spending concernsJapan’s Nikkei slipped as semiconductor stocks retreated amid concerns over the sustainability of AI infrastructure spending into 2027. Tok...
- Meta raises AI spending forecast to $145 billion, plans new share issue; Q3 revenue beats estimatesMeta raised its 2026 capital expenditure forecast to $135 billion-$145 billion to accelerate AI expansion and announced plans for non-votin...
- Tech giants' AI spending to exceed $1 trillion in 2027, lift US growth: UBSMajor technology companies are projected to invest more than USD 1 trillion in artificial intelligence infrastructure by 2027. Reports indi...
- Meta’s AI spending and Muse adoption set to test Zuckerberg’s strategyMeta's upcoming third-quarter results will reflect its significant investments in artificial intelligence technologies and products. The co...
- Meta's AI spending, Muse assistant adoption in focus for quarterly resultsMeta is gearing up to unveil its third-quarter earnings, driven mainly by notable investments in AI and the innovative Muse assistant. Rece...
- Korea’s KOSPI crashes another 5% as AI rout deepens; AI bellwether down over 40% from peakChip heavyweight SK Hynix Inc. headed for its lowest close since April. Data-center infrastructure company Elice Inc. plunged as much as 32...
- S&P Global flags potentially hidden AI debt at hyperscalers as AI spending surgesS&P Global warned that hyperscalers could be carrying more AI related debt than currently visible through financing structures linked to da...
- SpaceX, Tesla earnings to test Musk's AI spending ambitions as merger talk growsAs SpaceX and Tesla prepare to unveil their third-quarter results, investors are eagerly awaiting insights into revenue and earnings growth...
- Musk’s SpaceX, Tesla results to test AI spending as merger speculation buildsSpaceX and Tesla are expected to report third-quarter results on consecutive days this week. This reporting will provide investors insight ...
- Rising AI costs force companies to cap spending, says Goldman SachsIn ‘Connecting the Dots’ report, Goldman Sachs highlights how businesses are controlling AI bills by setting usage limits, removing tools t...
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