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Elon Musk loses nearly half of his wealth as SpaceX shares crash 46%. More downside ahead?Musk’s wealth peaked at around $1.33 trillion on June 16, when SpaceX shares soared to a lifetime closing high of nearly $202 apiece. Howev...- 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...
- US stocks: US market ends sharply higher, lifted by soaring MicrosoftWall Street surged on Thursday, led by chip stocks and Microsoft's strong forecast. Microsoft's forecast eased investor concerns about mass...
- If CrAIze slows, India can play catch-upWall Street banks are now creating AI bonds as a solution to manage credit risk, reflecting investor worries over extensive borrowing for A...
- Global chip rout: How should investors play India's AI trade that gave up to 400% returns this year?Global AI stocks face a sharp selloff, impacting Indian investor strategies. Indian markets focus on infrastructure like data centers and p...
- US Stocks: US market edge lower ahead of Fed decision; chip stocks wobbleMajor stock indexes on Wall Street opened lower on Wednesday. Investors awaited the Federal Reserve's monetary policy decision amid Middle ...
- Indian IT stocks buck global tech slump, climb on earnings beat and AI optimismIndian information technology stocks rallied Tuesday after global AI pressure eased. Coforge reported significant revenue and profit increa...
- US faces risk of 'massive capital destruction' as Chinese AI models challenge hyperscalers: JefferiesThe United States could face "massive capital destruction" from its artificial intelligence (AI) investment boom as Chinese open-source AI ...
- SpaceX at $100 would imply zero AI value, Morgan Stanley saysSpaceX shares have fallen significantly, nearing a valuation that ignores its artificial intelligence business. Morgan Stanley analysts bel...
- Why Jefferies’ Chris Wood, billionaire John Paulson say gold’s long term bull market is just getting startedDespite gold's recent pullback from record highs, Jefferies' Chris Wood and billionaire investor John Paulson believe the long-term bull ma...
- Execution is bigger challenge than profitability: Fractal CEOFractal reported a sharp 38% sequential decline in net profit to Rs 72.3 crore in April-June quarter. However, on a yearly basis, net profi...
- Elon Musk loses $19 billion after Tesla shares plunge 14%. What’s spooking investors?Tesla shares experienced a significant drop of over 14% on Thursday. This decline followed the company's quarterly earnings report which fa...
- Chris Wood warns of massive capital destruction in US as China challenges AI boomJefferies strategist Chris Wood warns that the AI infrastructure boom could trigger massive capital destruction as cheaper Chinese open-sou...
- AI investment boom faces growing credit risks as hyperscalers ramp up debt: JefferiesInvestors are now scrutinising massive artificial intelligence infrastructure spending by major tech companies. Hyperscalers are increasing...
- India's data centre sector poised for growth, but land, power access issues remain: ReportIndia's data centre sector is set for significant expansion as rising artificial intelligence (AI) adoption, cloud computing and enterprise...
- Cloud, AI & Capex: 5 big takeaways from Alphabet's Q2 earningsAlphabet beat Q2 revenue estimates on strong cloud and advertising growth, but higher AI spending and increased capital expenditure guidanc...
- Google increases capex forecast again after cloud-driven earnings beatThe search giant now expects to spend between $195 billion and $205 billion in capital expenditures, its finance chief Anat Ashkenazi said ...
- Apple and Nvidia tango at the topAmidst a fierce battle for market supremacy, Apple and Nvidia are vying for the top spot, each showcasing unique strengths. Apple remains a...
- Analysis-AI investment boom puts Big Tech's free cash flow under pressureBig tech firms are investing heavily in artificial intelligence infrastructure. Their capital expenditures may soon exceed free cash flow g...
- ETMarkets Smart Talk | Power, electricals and cooling could be biggest winners of India’s $25 billion data-centre boom: Atul SuriIndia's data-centre expansion will drive significant investment in physical infrastructure. Power equipment and electricals are poised to b...
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