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AI SPENDING INFLUENCE ON MARKET
AI's race to transform the world before the money runs outInvestment in AI technology continues to rise, surpassing historical investments seen in railways and the internet. Major AI firms are expe...
Wall Street Week Ahead: Spiking bond yields, midterms, earnings to test US stocks' typical fourth-quarter strengthAs the fourth quarter commences, US stocks traditionally experience a positive trajectory. Nonetheless, investors face hurdles such as clim...
Global equity funds draw $34.76 billion, log second straight week of inflowsGlobal equity funds attracted $34.76 billion in the week through September 30, marking a second straight week of inflows as optimism around...
Global factory activity boosted by AI spending boomAs AI investments surge, manufacturing activity in Europe and Asia grows noticeably. India boasts significant expansion in its manufacturin...
Temasek comfortable with current AI spending levels, executive saysSingapore's Temasek is not worried about the massive levels of spending from hyperscalers powering the AI buildout, its executive said on T...
Anthropic's IPO pitch embraces AI's promise and perilTo pull off a successful offering that values it at $2 trillion, Anthropic, whose name means "human-centered," will need plenty of mortal i...
US economy second quarter growth: GDP grows 2.2 percent as consumer spending and business investment riseThe US economy grew 2.2 percent in the second quarter from April to June, the Commerce Department announced recently. Consumer spending and...
Anthropic IPO prospectus reveals deep reliance on Amazon, Google for sales and computeAnthropic plans a highly anticipated IPO and seeks a valuation of approximately $2 trillion. The company reported a sharp increase in reven...
Four dimensions of AI excellence: Where innovation meets business impactThe ET AI Awards 2027 aims to recognize organizations and leaders excelling in applied AI through four tracks: Innovation & Impact, Functio...
Anthropic's IPO prospectus sharpens focus on AI valuationsAnthropic is betting that AI will reshape the global economy more profoundly than industrialization, electricity and the internet, accordin...
- Global Markets: Tech stocks gain on Anthropic IPO optimism, offsetting high oil, yields
Sovereign yields are an anchor for global markets, a reference price for investing in riskier stocks and a benchmark for mortgages and corp...
Anthropic's IPO prospectus shows sweeping AI vision, surging costsBut the cost to get there will be staggering. Anthropic reported a net loss of $42 billion in 2025, and plans to spend $518 billion on clou...
Nearly 80% of Indian home shoppers discover products through social media: DeloitteA recent report highlights that nearly 80 percent of home shoppers in India discover products via social media. The home and household mark...
AI is making employees faster, but why isn't it making companies much more productive?Artificial intelligence is helping employees improve their individual productivity, yet overall business performance remains stagnant. Many...
AI bubble to burst sooner than expected? Michael Burry believes it would take only one season of revenue disappointmentMichael Burry has accelerated his bearish outlook on AI stocks, shifting toward leveraged put options and expecting an earlier bubble burst...
Can markets rally despite weak fundamentals? Radhika Gupta says trust remains crucialEdelweiss Mutual Fund MD and CEO Radhika Gupta believes trust is central to navigating weak market fundamentals, global economic realignmen...
Anthropic targets more than $2 trillion valuation in closely watched IPO despite $42 billion 2025 lossAnthropic is planning an IPO that could value the company at over $2 trillion. Despite reporting a net loss of $42 billion last year, its r...
AI trade enters a new phase: Why DBS favours AI adopters over capex-heavy playersDBS says the AI investment theme is entering a selective phase as investors focus on companies converting AI adoption into productivity, st...
AI in portfolio management: How technology is reshaping the manager’s roleArtificial intelligence is reshaping investment research and portfolio management, from screening stocks and analysing data to identifying ...
McDonald’s is spending $8.5 billion on changes: AI drive-thru, automated kitchens, new chicken menu, protein-packed meals and moreMcDonald’s is planning an $8.5 billion global overhaul over the next decade, bringing AI-powered ordering, more automation, smarter kitchen...