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China’s AI capex jumps 105% YoY, but Jefferies says US cloud giants face greater risksChinese tech giants sharply increased AI capital expenditure in Q2 2026, driven by inference demand and chip availability. However, Jefferi...- Chris Wood warns AI capex binge may burn billions as markets turn against Big Tech spendingWood’s long-standing view is that the “hyperscalers will end up blowing a lot of money on their capex binge” and that AI could resemble the...
- Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and ChinaChristopher Wood of Jefferies warns that the AI trade is showing signs of fatigue as investors seek cheaper value opportunities. With India...
- Lenskart, Ola’s Q4 scorecards; Visa maze for laid-off techiesLenskart has posted a sharp jump in its March-quarter revenue even as profit dipped marginally. This and more in today’s ETtech Top 5.
- Tencent revenue and profit miss on higher AI investmentTencent Holdings announced first-quarter results below market expectations. Revenue and net profit missed forecasts. Gaming revenue saw gro...
- Global Market Watch | China stocks dip to six-week low as Middle East conflict escalatesAsian stocks, including China and Hong Kong, experienced a significant downturn on Thursday due to escalating Iran conflict and its impact ...
- AI boom fuels market mania as Jefferies flags warning signsJefferies cautions investors about speculative excesses in US markets fueled by AI spending, despite a weakening dollar. Oracle's surge aft...
- Tencent says US AI chip import situation unclear as governments negotiateTencent said it remains uncertain about US AI chip import rules amid Beijing–Washington talks but has ample inventory to sustain AI operati...
- Once rates are cut, will commodities & high-growth companies face reversal? Dinshaw Irani answersDinshaw Irani, CEO of Helios MF, discusses India's high real interest rates and their impact on private sector capital expenditure. He beli...
- Pocket FM to double down on investment"We aim to double down on our content investments to ₹328 crore. Our target is to expand our content library by 5X in the next 12 months," ...
- Bond markets have behaved reasonably well: Rajiv JainSo, globally interest rates have gone up everywhere in the world, so when you look at the spreads, the spreads have not widened as much. I ...
- Budget will have to find a balance between capital spending and borrowingThe big question facing policymakers is how to equitably distribute expenditure — given that Covid-19 has disproportionately affected the m...
- KKR looks to join Jio fundraiser with up to $1 billion investmentAmbani wants to bring down Reliance’s holding in Jio to around 75-80% before its listing.
- How coming disruptions and upcoming trends will reshape Motown over the next decadeCars may soon be no longer just about driving. They may turn into a buzzing marketplace.
- Learn from your children, never underestimate the power of disruption: Sunil SinghaniaDon’t invest in 60-70 PE stocks unless they can deliver high growth for 10-20 years, says Singhania
- What I Read This Week: Do you really need to buy a home & America’s next black holeMany regions have seen real estate prices have come down over the last couple of years.
- Three themes for institutional investors: Nischal Maheshwari, Edelweiss Securities“OPEC is talking about a 500,000 barrels a day cut. But, this is a seasonal cut which they have had every year for the last 10 years!”
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