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AI SPENDING 2025
NRI equity inflow falls; Pi Ventures preps exitsNRI accounts are surging even as stricter compliance and a softer market cool equity inflows. This and more in today’s ETtech Morning Dispa...- Microsoft shares head for worst month since 2000 as AI concerns wipe out $570 billionMicrosoft shares are heading for their worst month since 2000, falling 17% in June as concerns over heavy AI spending and delayed returns e...
- Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...
- European shares slip as tech selloff bites, Zalando slidesEuropean markets retreated from record highs Friday, with tech stocks mirroring global weakness. Zalando shares plunged after a German prob...
- All you need to know about Meta’s Instagram, Whatsapp and Facebook subscription plans in IndiaMeta has launched paid subscription plans for WhatsApp, Instagram, and Facebook in India, offering customisation and convenience features f...
- Japan's super-long bonds briefly change course to fall after weak auctionJapan's long-dated bond market saw a dip Friday after a 20-year bond auction attracted weak investor interest. Concerns over increased gove...
- Musk’s SpaceX adds billions in debt while cutting interestElon Musk's SpaceX has successfully issued $25 billion in investment-grade bonds, a move that consolidates debt from X and xAI while loweri...
- Meta, Microsoft lead $850 billion boom in data center leasesTech giants Meta and Microsoft are pouring billions into future data center leases, pushing industry-wide commitments past $850 billion. Me...
- India at risk of AI blackout? Why Bernstein wants India to have its own DeepSeekBernstein has warned that India risks an "AI blackout" if it remains dependent on foreign AI models, urging the country to develop its own ...
- Oil, AI and chips: The new resource race redrawing markets and nationsThe leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...
- Kunal Shah’s WhatsApp win; India bourses insulated from AI boomIn bagging the top job at WhatsApp, Cred’s Kunal Shah has done what no Indian entrepreneur could do. This and more in today’s ETtech Top 5.
- Kotak Mahindra Bank has 'high ambitions' to deploy capital for growth, CEO saysKotak Mahindra Bank is actively pursuing acquisitions, including loan portfolios and alternative assets, to deploy surplus capital and fuel...
- US Stock Market: AI spending fears hammer US tech giants, Alphabet leads selloffWall Street’s AI-driven technology rally faced pressure as investors questioned whether rising infrastructure spending can generate suffici...
- India's private investment gains overtakes government share post-COVID: ReportPrivate companies have emerged as the main drivers of investment in India after the pandemic, accounting for 71.3% of project announcements...
- Amazon Prime Day 2026: When is Prime Day in U. S? e-Retail giant offers massive deals on groceries, household goods, travel, school itemsPrime Day 2026 in U. S: Amazon has highlighted deals on groceries, household goods, travel and school items, and said fresh food and essent...
- Amazon Prime Day to gauge US consumer strain as focus shifts to basicsAmazon Prime Day 2026 is expected to serve as a key indicator of US consumer spending trends, with shoppers increasingly focusing on grocer...
- As new tech shines, market takes rest on old cushions: Devina MehraForget the hype around tech giants like Mag 7 and MANGOS. Current market data reveals a shift, with US small-cap and old-economy stocks lik...
- Wall Street Week Ahead: Investors see Micron earnings as pulse check of AI rally momentumInvestors are keenly watching Micron Technology's upcoming earnings report for crucial insights into the ongoing AI-driven stock market ral...
- Microsoft makes big AI inroads in China by selling OpenAI modelsMicrosoft is significantly growing its AI business in China, with ByteDance reportedly spending over $1 billion annually on its cloud and A...
- Microsoft sued by shareholders over expenses, cloud business, AIAbout $357 billion of market value was erased, and Microsoft's stock suffered its biggest one-day decline in nearly six years.
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