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Mutual funds raise IT exposure to 6.6% in July after record low. Is sentiment towards tech improving?In July, mutual funds increased their allocation to the IT sector to 6.6 per cent, marking a positive shift after an extended period of min...- 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 billion in Q2 agai...
- US stocks: Cerebras slumps 12% as mixed quarterly results test AI growth narrativeCerebras Systems experienced a notable drop in its shares after falling short of key financial projections. Although its cloud revenue saw ...
- Hon Hai to direct 2026 capital expenditure toward global AI expansionTaiwan-based Hon Hai Precision Industry Co. announced that its capital expenditure for 2026 will focus on expanding artificial intelligence...
- Korean stocks rise 22% in 10 days as chip rally regains steamThe benchmark Kospi gained as much as 4.8% on Thursday, extending its gain from a July 30 low to around 22%. Heavyweight memory chipmakers ...
- US stocks: CoreWeave, Super Micro surge on signs of sustained AI buildoutCoreWeave and Super Micro have seen their stock prices soar to new heights amid a rising tide of demand for AI infrastructure. CoreWeave ha...
- Nvidia partners with Wall Street giants to raise $500 billion for AI buildoutNvidia signed memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR for the financing platfor...
- Oracle plans fresh layoffs as AI spending piles up billions in debt: ReportOracle is reportedly planning another round of job cuts. This move aims to reduce payroll while investing heavily in AI infrastructure. The...
- Super Micro forecasts upbeat annual revenue on data center adoptionAI infrastructure firms have seen demand surge as tech and cloud companies ramp up data center investments to support AI applications.
- Nvidia partners with Wall Street giants to raise $500 billion for AI buildoutThe move highlights how surging demand for AI computing capacity is drawing institutional investors, as governments, companies and startups...
- OpenAI buys back $7 billion of employee shares in tender offerThe ChatGPT maker bought back shares from current and former employees rather than tapping outside investors for the tender offer. The deal...
- Nvidia partners with Wall Street giants to raise $500 billion for AI buildoutIn an ambitious collaboration, Nvidia is joining forces with six prominent financial institutions to establish compute financing platforms ...
- ET Graphics: The brief life of frontier AIThis strategy helps reduce infrastructure costs and concentrate computing resources on newer frontier models, but it also forces developers...
- Amazon’s Texas AI data center faces a huge climate problem: 7.65GW gas plant could become America’s biggest source of CO₂ emissions in the US as tech giant races to power the AI boomAmazon’s massive Texas AI data center is drawing environmental scrutiny after plans for a 7.65GW natural gas power plant revealed it could ...
- Alphabet vs Meta: Which stock is the better long-term bet?Alphabet and Meta are both investing heavily in AI to drive advertising growth and build new revenue streams. While Alphabet benefits from ...
- AI data-centre race builds $1 trillion lease burden for Big TechThe commitments show that a substantial part of Big Tech's AI spending spree has already been locked in, without yet appearing as debt-like...
- Meta cut 8,000 jobs. CEO Mark Zuckerberg says AI is creating more work—but not inside MetaMeta's chief executive states artificial intelligence generates jobs via infrastructure demands. Thousands of corporate roles disappeared w...
- Chris Wood warns AI capex binge may burn billions as markets turn against Big Tech spendingWood’s long-standing view is that the “hyperscalers will end up blowing a lot of money on their capex binge” and that AI could resemble the...
- Amazon soars as cloud revenue surge allays fears over ballooning AI betsAmazon shares surged after robust cloud sales growth validated AI investments. The company posted its strongest cloud growth in over four y...
- If CrAIze slows, India can play catch-upWall Street banks are now creating AI bonds as a solution to manage credit risk, reflecting investor worries over extensive borrowing for A...
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