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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 ...- Americans wary of AI-driven data center boom, Reuters/Ipsos poll showsAmericans are not happy with the fast building of data centers for AI. Most people do not want these centers in their neighborhoods. They w...
- 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...
- Explained: Why Oracle shares crashed 10% in extended trading despite earnings beatOracle shares fell sharply in after-hours trading despite beating earnings estimates, as investors reacted to aggressive AI spending plans ...
- 'The Donald of Dubai': UAE billionaire close to Trump bets $66 billion on AI to become the world's data kingUAE real estate magnate Hussain Sajwani is investing billions in data centers to capitalize on the AI boom, aiming for global leadership. H...
- Meta-Reliance AI hub; SAP CEO on India's AI edgeMeta has tapped Reliance for India AI data centre. This and more in today's ETtech Top 5.
- Global AI debt issuance to top $500 billion in 2026: Morgan StanleyTech companies that have long relied on strong cash flows are increasingly turning to debt financing as investment needs surge. Morgan Stan...
- Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
- 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...
- Applied Digital signs $5.2 billion AI data center lease with US hyperscalerMajor technology companies are raising their spending on data centers to support powerful artificial intelligence models, boosting demand...
- 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...
- Tech stocks dive as Fed bets rattle AI rallyAsian markets are experiencing a significant downturn. High-flying semiconductor stocks are bearing the brunt of the selloff. This follows ...
- ED's Parimatch heat reaches Zepto; SPC's India deeptech pushZepto has come under the ED's scanner as part of its probe into Parimatch. This and more in today's ETtech Top 5.
- Hidden AI Winners: Little-known D-Street stocks soar up to 530%Indian industrial companies are experiencing significant growth by supplying components for data centers. These firms are crucial for build...
- AI, data centre boom powers these 9 stocks up to 477% in 2026. Can you still join the party?India's data centre industry is experiencing a multi-year growth phase, fueled by digitalization, cloud adoption, and AI demand. This surge...
- SpaceX, OpenAI windfall fuels bets on next-wave Asian AI winnersAnticipating significant capital raises from tech giants like SpaceX and OpenAI, investors are shifting focus to Asian supply chain compani...
- Dell stock skyrockets on AI demand: Can Dell become the next AI infrastructure giant as Wall Street rushes into Dell shares?Dell Technologies shares jumped nearly 40% after AI server demand exploded, shocking Wall Street. The Dell stock rally came as AI server bo...
- Anthropic raises $65 billion, now valued at $965 billionAnthropic said on Thursday it has raised $65 billion in a series H funding round, valuing it at $965 billion post-money.
- French AI firm Mistral announces deals with BMW, AirbusFrench AI company Mistral is forging new alliances with automotive giant BMW and aerospace leader Airbus. These collaborations aim to expan...
- Rising bond yields and inflation remain key risks for markets: Candace BrowningGlobal investors are focusing on artificial intelligence driven earnings growth, overshadowing geopolitical concerns. Strong US corporate p...
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