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UBS REPORT ON AI
Major new US regulation on AI unlikely despite rising political focus: UBS ReportIn the United States, significant regulations on Artificial Intelligence appear improbable, as economic optimism prevails. This technology ...- Tech giants' AI spending to exceed $1 trillion in 2027, lift US growth: UBSMajor technology companies are projected to invest more than USD 1 trillion in artificial intelligence infrastructure by 2027. Reports indi...
- Jio Platforms IPO GMP signals 22% potential listing gain; issue opens on October 21Jio Platforms’ Rs 30,213-crore IPO will open for subscription on October 21 and close on October 23, 2026. The issue comprises a fresh issu...
- US Market: Wall Street’s AI rally faces test as Meta earnings loomWall Street’s AI-driven rally faces a crucial test as Meta, semiconductor makers and major companies report quarterly earnings. Investors w...
- Wall Street Week Ahead: As AI rally wobbles, stock market's spotlight turns to earningsInvestor confidence in the market is wavering due to recent declines in AI-linked stocks and semiconductor firms. Upcoming quarterly result...
- AI stock selloff eases as investors buy on dips amid falling bond yieldsA selloff in risky AI-linked stocks eased as buyers returned to technology amid falling bond yields. CoreWeave experienced significant stoc...
- Jio IPO to open on October 21: 10 things to know about the Rs 30,000 crore mega issueJio Platforms will open its Rs 30,000 crore IPO for subscription on October 21, with anchor investor bidding scheduled for October 19. The ...
- Global Market: China stocks hit over one-year low as AI selloff deepens; Hong Kong reboundsChinese blue-chip stocks fell significantly, marking their lowest point in over a year. The CSI300 Index decreased by 1.3%, while the Shang...
- US Market: Record equity exposure leaves systematic funds exposed to pullbackUS stocks face downside risks as volatility-control funds and CTAs hold historically high equity exposure after the S&P 500’s rally. A vola...
- Ahead of Market: 10 things that will decide stock market action on MondayIndian equity benchmarks Sensex and Nifty ended higher on Friday, bouncing back to close at 73,896 and 23,140.50 respectively. Geojit’s Vin...
- China, Hong Kong stocks decline as Trump-Xi talks face investor scepticismChina and Hong Kong stocks dropped on Thursday as investors doubted a meeting between US President Donald Trump and Chinese President Xi Ji...
- Bajaj Finance shares jump 3% after UBS upgrades to Neutral, hikes target price while Jefferies screams BuyBajaj Finance shares jumped 3% on Wednesday following bullish brokerage calls. Global brokerages Jefferies and UBS issued positive outlooks...
- US Market: Wall Street brokerages see S&P 500 extending rally in 2026 on AI, earningsWall Street brokerages remain bullish on the S&P 500 in 2026, with AI-driven earnings growth and resilient corporate profits expected to su...
- Barclays raises S&P 500 year-end target to 7,950 on strong earningsBarclays raised its year-end S&P 500 target to 7,950 from 7,800, citing strong corporate earnings and continued AI investment. The brokerag...
- Anthropic finalising $15 billion pre-IPO credit facilityIn a strategic financial maneuver, Anthropic is set to extend its credit facility to an impressive fifteen billion dollars, with Morgan Sta...
- Global Market: Data centre boom fuels demand for power, cooling equipment suppliersThe global AI data centre boom is creating fresh opportunities for power and cooling equipment suppliers as developers race to overcome inf...
- Not just Nvidia: These power and cooling firms are riding the trillion-dollar data centre boomGlobal data centre construction is accelerating to meet AI demand, and power and cooling equipment suppliers are seeing significant order i...
- Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boomMcKinsey forecasts nearly $7 trillion in data-centre investment globally by 2030; Nvidia last week said it expects AI spending to remain ro...
- Captive buyouts: Are IT cos scaling up or skilling up?Indian IT companies are buying client technology units to secure larger partnerships. This strategy aims to boost contract values as organi...
- Global Market: China, Hong Kong stocks rise as AI rebound boosts investor sentimentOn Wednesday, stocks in China and Hong Kong surged, reflecting a favourable global market environment. Technology and artificial intelligen...
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