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AMAZON CAPEX SURGE
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 ...- Hidden AI India winners add $48 billion on data-center boomIndian industrial companies are experiencing significant growth by supplying components for data centers. This trend is driven by massive g...
- 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...
- AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
- Hidden AI Winners: Little-known D-Street stocks soar up to 530%Indian industrial companies are experiencing significant growth by supplying components for data centers. These firms are crucial for build...
- Dominion energy stock rises highest in over 3 years, Nextera energy stock crashes. Here's whyNextEra Energy is buying Dominion Energy in an all-stock transaction valued at about $66.8 billion, creating the world's largest regulated ...
- Nvidia stock hits new all-time high as NVDA nears historic $5.5 trillion valuation amid explosive AI rally - Could Nvidia stock still rise higher from here?NVDAjust crossed another historic line on Wall Street. Nvidia stock surged to a fresh all-time high Wednesday, briefly pushing the company’...
- Why Bank of America warns Iran war could disrupt US economy’s 'two engines', AI boom and consumer spending?US economy growth drivers at risk warning: The US economy is heavily reliant on household spending and a surge in AI investment, creating a...
- Why is AMD stock soaring nearly 19% after blockbuster earnings, and are AMD shares signaling Wall Street’s biggest AI power shift yet as demand rewrites the chip playbook?AMD stock up nearly 19% today after blockbuster earnings beat. Something shifted in the semiconductor world on Wednesday, May 6, 2026. AMD ...
- Alphabet closes in on Nvidia's spot as world's biggest companyAlphabet is nearing the top spot as the world's most valuable company. Its stock is surging due to strong artificial intelligence progress ...
- US market today: Alphabet closes in on Nvidia's spot as world's biggest companyAlphabet is nearing Nvidia's valuation, driven by a strong stock rally fueled by its AI advancements and robust cloud business. This surge ...
- Tata Electronics' $30 billion fab bet; Ather's Q4 revenue surgeTata Electronics CEO Randhir Thakur lays out the group’s big swing in fabs, advanced packaging and more in an interaction with ET. This and...
- AI spending boom soars but no returns for big tech giants, warns Jefferies’ Chris WoodRising AI investments by global tech giants are straining cash flows, with capex nearing record levels relative to operating cash flow. Des...
- Palo Alto Networks acquires Portkey; Tim Cook on Apple's India growthPalo Alto Networks is acquiring Portkey, doubling the AI infrastructure startup's valuation. This and more in today's ETtech Top 5.
- Amazon CEO on Now growth; Big Tech dials up AI spendIn India’s hypercompetitive quick commerce space, Amazon CEO Andy Jassy said Now is growing fast. This and more in today’s ETtech Top 5.
- US stocks today: S&P, Nasdaq end flat after US Fed holds ratesWall Street saw mixed trading as investors weighed rising crude prices, the Federal Reserve's decision to hold interest rates steady amid a...
- Big tech’s $16 trillion earnings week begins: Alphabet, Amazon, Meta, Microsoft report today and Apple tomorrow – here's what investors are watchingAlphabet, Amazon, Meta, Microsoft earnings today: Wall Street watches big tech earnings this week. Investors seek clues on AI spending and ...
- 80 seconds of big tech earnings will decide stock market’s fateInvestors await earnings reports from Alphabet, Meta, and Microsoft after trading ends Wednesday. These tech giants' results will guide mar...
- US stocks today: Nasdaq, S&P 500 end lower on renewed AI growth worries ahead of big tech earningsU.S. stocks retreated from record highs as concerns over the AI boom and OpenAI's performance weighed on tech shares. Investors are anticip...
- Tesla's $25 billion spending plan tests investor faith in unproven AI betsTesla CEO Elon Musk is seeking investor confidence for ambitious ventures in self-driving cars and humanoid robots. The company is signific...
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