Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex raceBig Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 bn in Q2 against j...
15 Aug, 2026, 12.37 AM IST
Microsoft retreats in China, but AI boom helps it keep a window openThe year was 2010 and Google was about to exit due to concerns over censorship and cyberattacks. That decision was lauded by democracy acti...
13 Aug, 2026, 05.16 PM IST
Microsoft could unveil Maia 300 AI chip as early as September: ReportMicrosoft plans to launch its new Maia 300 AI chip this autumn. The company is securing production capacity for over 300,000 chips by 2027....
11 Aug, 2026, 01.18 AM IST
Microsoft plans to unveil its new Maia 300 AI chip this fall: The InformationMicrosoft is planning to publicly unveil its new Maia 300 chip this fall, potentially as soon as next month, The Information reported o...
10 Aug, 2026, 11.34 PM IST
Kospi’s mammoth 17% surge spells caution for Indian IT stocks. Why TCS, Infosys, others are down up to 5%Indian IT stocks declined after renewed optimism around global AI and cloud spending after strong earnings from tech giants. Meanwhile, glo...
31 Jul, 2026, 10.32 AM IST
Amazon to boost spending on AI and other technology by $20 billion after strong Q2 resultsThe Seattle-based company said Thursday that sales in its cloud computing unit called AWS rose 37% during the April-June period, faster tha...
31 Jul, 2026, 08.09 AM IST
South Korea’s Kospi rockets 17% after massive 3-day selloff. What’s behind the surge?The KOSPI was up 17% at 6,549 points after tumbling nearly 17% over the previous three sessions, marking one of its steepest weekly decline...
31 Jul, 2026, 07.53 AM IST
Swiggy trims losses in Q1; IT's comeback rallySwiggy delivered improved Q1 earnings with a narrower loss and higher revenue. This and more in today's ETtech Top 5.
30 Jul, 2026, 08.37 PM IST
Meta's AI splurge lays bare its compute conundrumThe Instagram owner is splurging billions to build compute - chips, servers, energy and data centers that power AI - leaving it with free c...
30 Jul, 2026, 08.20 PM IST
Microsoft shares surge 16% as AI cloud bet starts showing up in numbersMicrosoft shares surged 16% after stronger-than-expected guidance, robust Azure cloud growth and rising Microsoft 365 Copilot adoption ease...
30 Jul, 2026, 07.55 PM IST
Microsoft beats Wall Street expectations with $90 billion in revenueMicrosoft reported robust quarterly earnings, exceeding analyst expectations significantly. The company's cloud computing platform, Azure, ...
30 Jul, 2026, 02.12 PM IST
Explained: Why Microsoft shares rallied 9% in extended trading after Q4 earnings despite AI worriesMicrosoft shares surged nearly 9% in extended trading after the software giant reported stronger-than-expected Q4 earnings and Azure cloud ...
30 Jul, 2026, 01.54 PM IST
Atomberg's funding plans; Neocloud firms eye India capacityHappy Wednesday! Atomberg Technologies is in talks to raise funding for its engineering arm ahead of a public listing. This and more in tod...
29 Jul, 2026, 08.04 AM IST
Downfall of a Wall Street darling: Why Oracle shares crashed 65% from peakOracle shares have dropped about 65% from their peak as investors shift focus from AI-driven cloud growth to rising capital expenditure, de...
20 Jul, 2026, 06.09 PM IST
Microsoft joins AI-driven tech layoff wave with 4,800 job cutsMicrosoft is cutting approximately 4,800 jobs, representing 2.1% of its workforce. This move follows a wave of tech layoffs and significant...
06 Jul, 2026, 08.39 PM IST
Meta stock: Why are Facebook, Instagram, WhatsApp shares are rising today at U. S Stock Market?Meta has poured hundreds of billions of dollars into data centers and AI chips.
01 Jul, 2026, 08.38 PM IST
Saints & Masters expands multi-cloud play with Xencia acquisitionThe deal comprises a mix of equity, debt and share swap, and follows S&M's earlier acquisition of AWS partner Nubinix Technologies in March...
01 Jul, 2026, 11.49 AM IST