Nvidia forecasts 70% sales growth next year, signals AI spending boom has years left to run"AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue," Nvidia Ch...
27 Aug, 2026, 08.23 AM IST
AI data centre firm AMI orders 9,000 Nvidia Vera Rubin chipsAM Intelligence (AMI), promoted by Greenko founders, has ordered 9,000 Nvidia Vera Rubin chips as it builds a 5GW global data centre networ...
26 Aug, 2026, 06.00 AM IST
Nvidia faces growth test as Rubin debut meets AI financing scrutinyThe chipmaker has been the biggest beneficiary of the race to build AI infrastructure. Recently, though, its stock has come under pressure ...
25 Aug, 2026, 04.12 PM IST
Global Market: AI investment story shifts from spending to picking the winnersThe AI investment debate is shifting toward identifying sustainable winners as spending accelerates. Hyperscalers, semiconductor firms and ...
17 Aug, 2026, 01.01 PM IST
Institutional investors reveal cautious approach to tech favorites in US quarterly 13F filingsIn the second quarter, institutional investors made slight reductions in their holdings of prominent tech firms, mainly due to already subs...
15 Aug, 2026, 10.35 AM IST
Global Market: China stocks rise on AI optimism; Hong Kong shares mostly flatChinese mainland stocks advanced, led by optical communications and technology shares, as strong AI demand forecasts boosted sentiment. Hon...
13 Aug, 2026, 11.01 AM IST
Global Market: Japanese stocks rise as chip rally lifts Topix to record highJapanese equities gained on Thursday, with the Topix hitting a record high and extending its seven-session winning streak. The Nikkei rose ...
13 Aug, 2026, 09.52 AM IST
Global Market: SK Hynix, Samsung lead South Korea stocks higher on AI boostSouth Korean shares surged, with the Kospi rising 3.73% to a three-week high, led by chipmakers SK Hynix and Samsung Electronics. Gains fol...
13 Aug, 2026, 09.33 AM IST
US stocks: S&P 500 ends higher as CoreWeave results fuel AI optimismUS stock markets closed higher on Wednesday, driven by strong AI infrastructure company earnings. Mild inflation data reinforced expectatio...
13 Aug, 2026, 01.38 AM IST
Why US stocks are rising: Nasdaq leads Wall Street higher as AI stocks rally, inflation supports Fed pauseUS stock markets rallied on Wednesday, with the Nasdaq taking the lead in gains. Encouraging earnings reports from AI infrastructure compan...
12 Aug, 2026, 11.12 PM IST
Nebius shares soar 22% as AI demand powers revenue beatNebius shares jumped nearly 22% after the AI cloud provider beat revenue estimates, driven by surging infrastructure demand, larger contrac...
12 Aug, 2026, 10.00 PM IST
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...
12 Aug, 2026, 09.26 PM IST
CoreWeave boosts 2026 spending plan, beats quarterly estimates on AI demand surgeThe AI cloud company also lifted its targets for 2026 revenue and adjusted profit, banking on a ballooning order book, after its revenue ...
12 Aug, 2026, 05.36 PM IST
Global Market: Kospi extends winning streak as AI optimism lifts chip stocksSouth Korean shares rose for a third straight session, with the Kospi gaining 3.46% as chipmakers rallied on optimism over strong AI infras...
12 Aug, 2026, 09.24 AM IST
Global Markets Today: Asian stocks mixed, oil extends gainsAsian markets showed cautious optimism as crude oil prices experienced slight increases, with eyes on potential agreements in the Middle Ea...
12 Aug, 2026, 06.32 AM IST
25-year-old hedge fund manager who lost $35 billion in a month eyes fresh capital after AI stock selloffLeopold Aschenbrenner’s AI-focused hedge fund, Situational Awareness, lost around $35 billion in weeks after leveraged bets on AI stocks tu...
11 Aug, 2026, 01.54 PM IST
CoreWeave expands into Indonesia, announces first data center in Asia-PacificAI cloud firm CoreWeave is expanding into Indonesia with three new data centers. This move marks their first data-center presence in the As...
04 Aug, 2026, 06.40 PM IST