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BIG TECH CAPITAL EXPENDITURE
India's strong growth keeps state finances stable despite deficits, rising debt: S&PIndia's robust economic expansion is shielding state finances from worsening. Despite ongoing spending needs and revenue gaps, strong growt...- 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 ...
- KKR launches $10 billion AI infrastructure company with Nvidia, VistraThe Kuwait Investment Authority, AI chip giant Nvidia and utility firm Vistra are anchor investors in the company, called Helix Digital I...
- Oracle's AI spending blows past estimates, raising worries over growing debtOracle, which has major deals to build data centers for customers such as Meta Platforms and OpenAI, is working to position itself as a ma...
- Physicswallah is ‘class’ apart, says DAM Capital after initiating with Buy rating. 3 reasons whyDAM Capital has initiated coverage on PhysicsWallah with a Buy rating, calling the ed-tech firm ‘a class apart’ and highlighting strong gro...
- To win the deep-tech race, India needs ‘General Innovation Rules’India is launching ambitious science initiatives. However, current financial rules designed for conventional procurement hinder R&D. A new ...
- Salesforce layoffs: Employees from Agentforce AI, Mulesoft IT teams handed pink slipsThe enterprise software company has undertaken a fresh round of layoffs, affecting employees working on its Agentforce AI product, Mulesoft...
- Super Micro Computer to raise $7 billion in equity offerings to meet AI server demandAI infrastructure firms have seen accelerated demand as tech companies and cloud providers ramp up investments in data centers to support ...
- Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...
- No tech rule exemption for Apple, EU regulators say amid spat over Siri AI delayEuropean Union regulators have rejected Apple's plea to delay the launch of its new Siri AI in the EU. Apple had sought an 18-month exempti...
- SpaceX, Anthropic, OpenAI can rewrite history for megacap IPOsInvestors face a key decision on when to buy shares in upcoming mega-tech IPOs like SpaceX, Anthropic, and OpenAI. Historical data shows te...
- Stock pickers’ market ahead as RBI flags risks; largecaps, banks and capex plays offer value: George Heber JosephGeorge Heber Joseph of ASK Investment Managers believes Indian markets have entered a stock pickers’ phase as RBI flags inflation and growt...
- Big tech firms must stop young people circulating nude images, says UK PM StarmerUnder the new plans, companies like Apple and Google should build or activate technical solutions on smartphones and tablets to detect and...
- Asia tech selloff is a buying opportunity, says Manishi Raychaudhuri; but India has a problem to fix firstAsian markets saw a sharp sell-off in tech stocks this week. Investor Manishi Raychaudhuri views this as a buying chance. India's market fa...
- 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...
- Meta weighs big equity raising to finance AI infrastructure: FTThe report comes after Alphabet moved to raise $84.75 billion in upsized equity offerings, as Big Tech competes to build data centers and...
- Europe's tech 'liberation day'? Computer says not yetThe EU plan aims to boost European tech firms and limit some access for dominant U.S. rivals. It marks a key but initial step, with the blo...
- Manufacturing sector emerges as key structural play amid global supply chain shiftInvestors can explore manufacturing mutual funds for portfolio diversification. The sector shows strong potential driven by domestic demand...
- AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan GarnerForeign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...
- Foxconn has immense confidence in growth momentum due to AI, chairman saysTaiwan's Foxconn sees strong growth driven by AI demand. Chairman Young Liu is optimistic about the second half of the year. Cloud provider...
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