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AI INFRASTRUCTURE STOCKS
Snowflake unveils $448 million pay plan for CEO tied to ambitious stock targetsRamaswamy's award, totaling 1 million shares, is structured into five tranches, each with escalating stock price milestones, and is desig...
Global Market: TSMC to invest additional $100 billion in Arizona, raises capex on booming AI demandTSMC will invest an additional one hundred billion dollars in Arizona facilities. This expansion underscores strong confidence in future ar...
Beyond Nvidia: The hidden winners of the AI investment boomThe real money in the AI build-out is being made where physical capacity can't keep pace with capital, argues Subho Moulik, Founder & CEO a...
'We faltered, did not move quickly:' How IBM CEO Arvind Krishna's statement led to $70 billion wipeoutIBM shares rebounded nearly 2% in premarket trade after plunging 25% in their worst single-day fall in 58 years, wiping out nearly $70 bill...
TCS, Infosys, Wipro & other IT stocks fall more than 2%. Here's whyIndian IT stocks such as TCS, Infosys, Wipro, HCLTech, Tech Mahindra, Persistent Systems and Coforge declined up to 2.5% after IBM plunged ...
Wall Street banks see AI 'super cycle' set to boost deals, financingInvestment banks have reaped strong fees from AI-related deals, including SK Hynix's $26.5 billion ADR offering and SpaceX's record $86 bil...
Data center firm Switch taps banks for IPO that could value it up to $80 billionData center operator Switch is preparing for a significant initial public offering. This offering could potentially raise up to ten billion...
IBM stock tumbles 25% as preliminary quarterly results fall below expectationsIBM shares tumbled sharply in premarket trade after the company flagged weaker-than-expected second-quarter results, missing both profit an...
Infosys, Wipro ADRs crash up to 7% as IBM warning sends ripples across IT sectorInfosys and Wipro ADRs fell after IBM forecast weaker-than-expected quarterly revenue, signalling enterprise spending is shifting from soft...
IBM warns AI boom is squeezing software budgets, triggers sector routSoftware investors have long been on edge over fears that AI tools capable of automating routine work could pose an existential threat to t...
HCL Tech’s Rs 3,500 crore AI data centre foray: A new growth engine or capital-intensive diversion?HCL Technologies is investing up to Rs 3,500 crore in AI data centres to build a full-stack AI ecosystem spanning infrastructure, compute a...
ET Graphics: Wall Street cuts AI giants’ paper valuation loopLast week, AI bellwethers including Nvidia, AMD and Intel came under renewed selling pressure, while semiconductor stocks such as Micron, B...
Global Market: AI stocks take a breather after blistering rally as investors reassess valuationsAI-linked stocks are showing signs of fatigue as investors lock in profits. Semiconductor and memory-chip makers have seen sharp retreats f...
Global Market: SK Hynix warns of historic memory chip shortage by 2027 as AI demand soarsSK Hynix anticipates a severe global memory chip shortage extending beyond 2030. Accelerating artificial intelligence infrastructure demand...
Korea's Kospi hits 8% lower circuit, trading halted. What's rattling investors today?South Korea's benchmark Kospi index plunged 8% to lower circuit on Monday as rising tensions in the Gulf and soaring oil prices rattled glo...
Korea’s SK Hynix shares make stellar US market debut, rocket 13% on continued AI optimismSK Hynix's U.S. shares surged thirteen percent on their Nasdaq debut. The South Korean chipmaker raised twenty-six point five billion dolla...
Morgan Stanley warns AI chip rally may be running out of steamMorgan Stanley's Lisa Shalett warned semiconductor stocks may be overvalued as hyperscalers increasingly develop lower-cost proprietary AI ...
SK Hynix makes US debut today. Will investors sell Micron to buy the AI memory leader?SK Hynix begins US trading after a $26.5 billion ADR sale, expanding investor access to its AI memory chip business. The Nasdaq listing cou...
Donald Trump's son bet big on Bitcoin, lost $600 million from family fortuneAmerican Bitcoin, though, stuck with its crypto strategy and has seen its shares slump more than 95% from their peak. That’s erased more th...
Palantir shares fall 4% as AI software stocks come under pressurePalantir shares fell over 4% as investors sold high-valuation AI software stocks amid concerns over slower-than-expected AI adoption. Weak ...