Oracle shares fell sharply in after-hours trading despite beating earnings estimates, as investors reacted to aggressive AI spending plans ...

Tech companies that have long relied on strong cash flows are increasingly turning to debt financing as investment needs surge. Morgan Stan...

Memory storage is set to remain a structural bottleneck through 2027 as AI demand continues to absorb Dynamic Random-Access Memory (DRAM), ...

AI update to Apple's Siri voice assistant unveiled on Monday garnered lacklustre reviews, spurring caution among investors who have seen te...

Apple's new AI Siri faces limitations on many older iPhones. Over 850 million iPhones cannot run basic queries. More than 1.3 billion iPhon...

Intel stock is back in focus. INTC shares surged 9.16% after reports that Google ordered more than 3 million TPU AI chips from Intel for 20...

Cerebras shares saw a rise on Monday. Several Wall Street firms initiated coverage with positive outlooks. They are backing the chip design...

Brokerages remain selective on Indian equities, with Morgan Stanley maintaining an underweight stance on Wipro due to growth concerns. HDFC...

The package, one of the biggest private credit transactions in history, highlights the race by top-tier financiers to fund data center cons...

SpaceX's revenue could hit $3.4 trillion by 2040, according to Morgan Stanley projections. The company is also preparing for its initial pu...

Wall Street investment banks are hosting exclusive events for potential SpaceX IPO buyers, offering rare access to top executives. Elon Mus...

Bank of America is strengthening its India operations. Anshul Gupta joins from Avendus Capital to lead the investment banking division. Thi...

A China-driven supply realignment, cutting gas imports by 45% and oil by 30%, has effectively added 7.5 million barrels daily to global mar...

Foreign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...

South Korea's stock market has surged past India's, becoming the world's sixth-largest, driven by its semiconductor giants' AI boom. India ...

Morgan Stanley remains bullish on Indian equities, citing an earnings upcycle, supportive macroeconomic conditions and strong domestic flow...

Morgan Stanley believes Reliance Industries has entered its fifth monetisation cycle, with artificial intelligence infrastructure and new e...