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BIG TECH AI INVESTMENTS
Big Tech’s AI push faces a $1 trillion profit test, says UBSUBS Global Research indicates that major cloud companies must generate an additional $1 trillion in operating profits by 2031. They are exp...
Global Market: Japan bond yields edge higher ahead of key central bank meetingsJapanese government bond yields edged higher as investors assessed the monetary-policy outlook ahead of meetings by the Bank of Japan and t...
Big Tech Earnings Week: Will AI spending pay off?Alphabet, Microsoft and Amazon report quarterly results in a crucial week for AI stocks. Investors will track cloud growth, profit margins,...
5 global market themes to watch out for this weekGlobal markets face a pivotal week as major central banks announce policy decisions, Big Tech companies report earnings, and political deve...
US stocks face crucial test as AI earnings, Fed meeting loomUS stocks face a crucial week as earnings from Alphabet, Microsoft and Amazon coincide with the Federal Reserve’s policy decision. Investor...
Global Market: South Korean shares fall over 1% as AI trade concerns weigh; won strengthensSouth Korean shares fell as AI-related concerns weighed on sentiment ahead of major US technology earnings. The won strengthened against th...
L&T Technology Services signs five-year deal with Nokia for R&D support in IndiaL&T Technology Services (LTTS) on Monday announced a five-year contract with Nokia to support its engineering and research and development ...
Elon Musk says SpaceX raised $40 billion in debt for GPUsMusk's post comes after Reuters reported earlier this month that SpaceX is in talks with banks and asset managers to raise $40 billion for ...
Sinking profits turn China’s $3.5 trillion rout into trapChinese stocks are experiencing a significant selloff resulting in a loss of $3.5 trillion since May. Increased competition and declining d...
AI efficiencies shield Q2 IT margins from transatlantic macro headwindsHCLTech’s margin rose 131 basis points quarter-on-quarter to 18.2%, Tech Mahindra’s increased 40 basis points to 14.8%, Wipro’s climbed 50 ...
UK government sets out $800 million for AI security fundingThe biggest chunk of funding will go to a new biosecurity initiative, including £100 million for a laboratory using AI to detect biological...
AI is rewriting the rules of investment for India's big-ticket playersPrivate equity investors in India are integrating artificial intelligence into their investment analysis and strategies. AI is being utiliz...
US Treasury proposes a rule to crack down on high-tech investments in China, other adversariesThe U.S. Treasury Department plans to enforce a rule limiting high-tech investments in China and Russia. This initiative aims to curb inves...
Dragon enters bear cave with $2.4 trillion lost since May peakChinese stocks have recently entered a bear market, resulting in a total loss of $2.4 trillion. Major indexes, including the CSI 300 and Ha...
Steep bill for AI buildout punishes Meta, other tech favoritesInvestors sold shares of Meta Platforms and a wealth of companies central to the AI trade, a day after Meta -- one of the so-called hypersc...
US stocks today: US stocks slide as AI spending jitters hit Nasdaq, oil prices reboundUS stocks opened lower on Thursday as renewed concerns over the outlook for artificial intelligence weighed on growth stocks. Tesla and Met...
Microsoft working to reduce AI costs, expand ecosystem as global adoption rises: Satya NadellaMicrosoft is prioritizing the development of a comprehensive artificial intelligence ecosystem and reducing AI-powered service costs. CEO S...
Nvidia boss criticises 'cheap' AI doomsday warningsAt a recent conference in Berlin, Nvidia's CEO Jensen Huang confronted fears surrounding artificial intelligence that could threaten humani...
Hedge funds retreat from tech at fastest pace in a decade as AI trade weakensHedge funds cut technology exposure at the fastest pace in at least a decade as the global AI trade weakened and tech stocks bore the brunt...
S&P Global flags potentially hidden AI debt at hyperscalers as AI spending surgesS&P Global warned that hyperscalers could be carrying more AI related debt than currently visible through financing structures linked to da...