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GLOBAL TECHNOLOGY SPENDING
TCS Q2 profit rises 15% to Rs 13,884 crore as AI revenue doubles; growth remains subduedTCS reported a 15% year-on-year rise in September-quarter net profit to Rs 13,884 crore, while revenue grew 11.2% to Rs 73,188 crore. AI se...- Tencent mulls $5 billion bond sale to push AI ambitions: Bloomberg NewsTencent is exploring the possibility of raising as much as $5 billion through an offshore bond sale this month. This potential move comes o...
- Existential threats join bubble fears as AI mood sobers at Singapore forumsDuring conferences in Singapore, significant apprehensions regarding the dangers of artificial intelligence emerged among investors and pol...
- Billionaire Ray Dalio says we’re nearing point where AI bubble may burstSpeaking at the Forbes Global CEO Conference in Singapore on Wednesday, Dalio said that a huge amount of debt is being taken out to fund AI...
- US Market: Software stocks hit 2026 highs as AI disruption fears easeUS software stocks have reached fresh 2026 highs as stronger earnings expectations and growing adoption of AI ease fears of disruption. Str...
- Factories of future: Built on 25 years of reform & executionIndia's industrial sector has seen significant growth under Modi's leadership, emphasising infrastructure development and reforms. The Vibr...
- Global Market: AMD to increase AI chip supply substantially in 2027 to meet rising demandAMD plans to substantially increase chip supplies in 2027 as demand for AI processors accelerates. CEO Lisa Su is working with key supplier...
- The economics of India's biggest export industry goes topsy-turvyIndia’s $315-billion IT industry faces a structural shift as AI boosts productivity but puts pressure on pricing, revenue and entry-level h...
- Global Market: Hang Seng dips as real estate, financial shares face selling pressureHong Kong stocks edged lower as selling pressure in real estate and financial shares offset gains in technology stocks. The Hang Seng Index...
- TCS, Infosys and other IT stocks in focus after Accenture Q4 revenue, outlook beat estimatesIndian IT stocks including TCS and Infosys are in focus following Accenture's strong Q4 results and above-estimate revenue guidance. While ...
- AI's race to transform the world before the money runs outCumulative spending globally on data centers alone could top $30 trillion by 2050, according to a projection by PwC, almost matching the va...
- Valuations of IT stocks already capture most of AI disruption risk: Chintan HariaThe Nifty IT index’s 25% fall in 2026 may have already priced in much of the threat from AI. Chintan Haria of ICICI Prudential AMC sees sel...
- RBI remains cautious on crypto, backs underlying technology: Governor Sanjay MalhotraIndia's cautious approach towards cryptocurrencies emphasises the importance of underlying technologies like distributed ledger and tokenis...
- Consumer companies score low on R&D spending amid innovation chorusIndian consumer firms are asserting their commitment to technology and innovation, yet their investment in research and development (R&D) r...
- AI's race to transform the world before the money runs outInvestment in AI technology continues to rise, surpassing historical investments seen in railways and the internet. Major AI firms are expe...
- Global equity funds draw $34.76 billion, log second straight week of inflowsGlobal equity funds attracted $34.76 billion in the week through September 30, marking a second straight week of inflows as optimism around...
- HSBC hires Cantor's Paras Jain to lead global TMT banking, sources sayHSBC has appointed Paras Jain as the global head of TMT investment banking, with a start date in November. Jain previously worked at Cantor...
- Temasek comfortable with current AI spending levels, executive saysSingapore's Temasek is not worried about the massive levels of spending from hyperscalers powering the AI buildout, its executive said on T...
- Infosys, Wipro ADRs soar up to 8% as strong Accenture earnings forecast lifts moodInfosys and Wipro ADRs rallied in US premarket trading after Accenture forecast stronger-than-expected annual revenue growth. Its upbeat ou...
- 5 key market themes investors need to watch this weekThis week, investors will track US jobs and inflation data, global price readings, central-bank decisions, rising oil prices and bond yield...
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