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DATA CENTER COOLING STOCKS FALLING
OpenAI weighs IPO in 2027 after expected Anthropic public debutAI giant OpenAI is reportedly eyeing a 2027 initial public offering, potentially after rival Anthropic. Both companies have confidentially ...
A $10 trillion industry sprang up when we weren’t lookingDespite political headwinds and global challenges, the sector's rapidly improving economics and falling costs signal a durable foundation, ...
Beyond the Beat: How Micron is redefining the future of AI memoryMicron’s record earnings and nearly $100 billion backlog underscore AI-driven transformation in memory markets. Strong HBM demand, discipli...
Qualcomm's AI Leap: New chips, meta partnership & the road ahead
US Stock Market: AI chip rally reignites as Micron, Qualcomm forecasts add over $400 billion in market valueChip stocks surged on Wednesday, adding over $400 billion in market value, fueled by optimistic forecasts from Micron Technology and Qualco...
Qualcomm forecasts $15 billion data center chip sales by 2029, shares soarQualcomm also said it expects $40 billion in revenue from chips outside its smartphone stronghold by 2029, up from previous estimates of $2...
Micron stock surges after Micron earnings report crushes estimates: How is AI demand driving Micron to new heights?Micron's earnings report highlights the rising influence of AI on the semiconductor sector. The company has exceeded projections while fore...
India's AI boom cannot ignore its water crunchIndia's AI growth risks exacerbating severe water stress as data centers, crucial for AI infrastructure, consume vast amounts of water. Cit...
Meta, Microsoft lead $850 billion boom in data center leasesTech giants Meta and Microsoft are pouring billions into future data center leases, pushing industry-wide commitments past $850 billion. Me...
AI is an energy and water hog, here's what you can do to counter thatEvery online query, especially those powered by AI, significantly increases energy and water consumption, experts warn. AI's growing demand...
Qualcomm to buy AI startup Modular for $4 billion in AI software pushQualcomm is acquiring AI startup Modular for nearly $4 billion in an all-stock deal. This move aims to enhance Qualcomm's software capabili...
Global markets | Australian shares rise modestly as sticky core inflation keeps rate hike bets aliveAustralian shares edged higher on Wednesday, a cautious advance following inflation data. While headline inflation eased, core inflation ti...
For investors who focus on the long term: 5 mid-cap stocks from different sectors with upside potential up to 28%When prices fall, caution comes naturally. Investors hesitate, portfolios are reviewed less often, and even optimists become careful. But w...
Stock Radar: Eicher Motors stock breaks out of 2-month consolidation phase; what should investors do?Eicher Motors has broken out of a two-month consolidation phase, with experts suggesting a target of Rs 8,000 for short-term traders. The s...
US bond yields back to 'normal'; AI needs a reality check, says Ed YardeniVeteran strategist Ed Yardeni views the recent rise in Treasury yields and the AI stock correction as healthy market adjustments, not crisi...
Chevron signs pact with Microsoft for powering its Texas data centreChevron and Microsoft have partnered for a 20-year deal to power a Texas data center. The Kilby facility will supply 2.67 gigawatts using G...
India to witness rapid data centre growth fueled by favourable demographics: Goldman SachsThe report, titled Outlook for Data Centers in Asia, states that data centre demand is expected to grow at a 20% compound annual growth rat...
Data centers are stewing in their own pollutionA new study reveals a significant portion of planned data centers face high climate risks, potentially becoming uninsurable due to extreme ...
Space startups seek insurance for orbital AI data centersCompanies are exploring insurance for orbital AI data centers. This is a significant development for a new industry backed by Elon Musk's S...
Hidden AI India winners add $48 billion on data-center boomIndian industrial companies are experiencing significant growth by supplying components for data centers. This trend is driven by massive g...