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China’s AI capex jumps 105% YoY, but Jefferies says US cloud giants face greater risksChinese tech giants sharply increased AI capital expenditure in Q2 2026, driven by inference demand and chip availability. However, Jefferi...- Alibaba stock slumps in Hong Kong after $10.2 billion share placement to fund AIAlibaba said on Sunday its HK$80 billion ($10.21 billion) share placement finalised at HK$112.70 apiece - an 8.4% discount to its Friday cl...
- Moonshot is creating new winners and losers in the AI tradeThe Chinese startup unveiled Kimi K3 on Friday, a model that it says delivers performance that rivals top-tier offerings from OpenAI and An...
- Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...
- Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...
- Amazon CEO meets Modi; Delhivery investors cash outAmazon CEO Andy Jassy met Prime Minister Narendra Modi as the company outlined its long-term plans for India. This and more in today’s ETte...
- South Korea's SK Hynix says to raise $29 billion in ADR listingSouth Korea's SK Hynix is planning a record-breaking secondary listing on the U.S. stock market, aiming to raise up to $29.4 billion. This ...
- Tencent revenue and profit miss on higher AI investmentTencent Holdings announced first-quarter results below market expectations. Revenue and net profit missed forecasts. Gaming revenue saw gro...
- Wall Street scales fresh highs on tech earnings, US-China trade optimismWall Street indexes reached record highs for a second day, fueled by optimism for a U.S.-China trade deal and anticipation of tech earnings...
- AI boom fuels market mania as Jefferies flags warning signsJefferies cautions investors about speculative excesses in US markets fueled by AI spending, despite a weakening dollar. Oracle's surge aft...
- AI boom drives US & China stocks, but Indian market stays in holding pattern: Arvind SangerUS stock market shows signs of fatigue. Investors are waiting for the Federal Reserve's rate cut decisions. Artificial intelligence drives ...
- View: Rethink capex in the 'instant' agePerhaps the bigger question is not how we manufacture but what we should manufacture. Will FMCG firms keep producing en masse when every ho...
- Brookfield, GIC, Alpha Wave eye Blackstone company PGP GlassThe buyout funds are competing with PAG and Apollo Global Management who are still believed to in the fray but not that aggressive as the t...
- ADIA looks to put $600 million into RIL's retail businessAbu Dhabi Investment Authority (ADIA) is reportedly looking to invest $600 million in Mukesh Ambani's retail empire, Reliance Retail Ventur...
- Jefferies’ Chris Wood increases bet on Zomato, reduces investment in ONGCChristopher Wood will increase investment in Zomato by one percentage point. This will be done by cutting investments in Oil and Natural Ga...
- Budget will have to find a balance between capital spending and borrowingThe big question facing policymakers is how to equitably distribute expenditure — given that Covid-19 has disproportionately affected the m...
- Clearer structure to make it easier for Reliance to attract strategic investors: Jal Irani, Edelweiss SecuritiesWe are looking at a 15% CAGR earnings growth over next 5 years from the capex that they have done.
- BigBasket gets Rs 100 crore in venture debt from Trifecta CapitalGrocery etailer raised the amount in venture debt to fund working capital needs, expansion.
- Capex decisions will be driven by demand pick-up: Pramod Kumar, Barclays"A lot of global players are still viewing India as a ‘not so easy’ market to operate."
- Indian e-commerce market to touch $200-bn GMV by 2025: BofA-MLIndia's e-commerce market is expected to touch $200 bn in terms of gross merchandise value (GMV), says a BofA-ML report.
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