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AI SPENDING BOOM BIG TECH
US Stocks Today | Chip stocks plunge, but bargain-hunters stem losses in other tech namesUS chip stocks experienced a significant tumble, impacting the broader market and wiping out billions in value. While tech giants like Nvid...- US Stocks | AI chip slump extends on Wall St as SanDisk sinks 12%, Micron drops 9% and AMD falls 5%Wall Street witnessed a significant downturn in semiconductor stocks Tuesday, impacting major AI beneficiaries. Memory chipmakers like SanD...
- 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.
- Global Market | European shares slip on Fed hike bets, tech dragEuropean markets opened lower Tuesday, impacted by anticipated US Federal Reserve rate hikes and concerns over escalating corporate AI inve...
- Global Market Today: Asian stocks dip at open as oil edges higherAsian markets opened lower as oil prices inched up, with investors closely monitoring US-Iran peace talks. Despite positive initial reports...
- Micron's AI moment: Can earnings sustain the historic rally?Micron has become a major beneficiary of the AI boom, driven by surging demand for high-bandwidth memory used in AI infrastructure. While i...
- 'We will talk in 5 years': Sridhar Vembu reacts to IBM CEO Arvind Krishna's statement on 'multi-trillion dollar AI data center bubble'Zoho founder Sridhar Vembu dismisses the massive AI data center buildout as a potential bubble, contrasting IBM CEO Arvind Krishna's concer...
- US Stock Market: Micron earnings to test strength of AI-fuelled Wall Street rallyThe U.S. stock market's AI-fueled rally faces a crucial test with Micron Technology's upcoming earnings report. Investors are keenly watchi...
- AI spending boom could trigger sharper downturn than dotcom crash: Professor Aswath DamodaranValuation expert Aswath Damodaran warns the AI boom's massive capital expenditure, largely debt-funded, could lead to a more painful downtu...
- AI boom heading for a dot-com-style bust? ‘Dean of Valuation’ Aswath Damodaran warns correction could be more painful than 2008Global finance expert Aswath Damodaran warns AI's massive infrastructure spending, funded by debt, poses a greater risk than the dot-com cr...
- 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...
- Meta signs new AI computing deals with data center firm Crusoe: ReportMeta is under contract to buy computing capacity from Crusoe at two data centers, which are located in Childress, Texas, and Warrenton, Mi...
- TCS, Infosys, Wipro, other IT stocks crash up to 8% as Accenture lowers FY26 guidanceIndian IT stocks, including TCS and Infosys, tumbled up to 8% after Accenture lowered its annual revenue growth forecast, signaling continu...
- AI Euphoria, Fed Signals and Oil Politics: David Roche warns markets may be ignoring bigger risksGlobal markets are optimistic about AI and easing inflation, but David Roche warns of deeper structural risks. He believes the AI investmen...
- ETMarkets Smart Talk | AI is real, but AI valuations are not; we are in the FOMO stage of the bubble: Carnelian’s Manoj BahetyAI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of mis...
- L’Oréal adds Innovist to cart; HealthQuad's new fundHappy Friday! Personal care giant L’Oreal has acquired a majority stake in Innovist in India’s biggest D2C deal. This and more in today’s E...
- The AI Age: The rise and rise of US tech stocksA sharp rise in AI infrastructure spending has catapulted many tech stocks in the US to huge returns over the past 12 months. Technology ac...
- US stocks: Nvidia’s jumbo bond sale draws $85 billion of investor demandNvidia has secured approximately $85 billion in orders for its substantial debt offering, seeking to raise at least $20 billion. This immen...
- Mag 7? MANGOS? SpaceX forces name rethink on Wall Street's tech-stock monikerThe IPO, the biggest in US history, vaulted SpaceX's value above two Mag 7 members: CEO Elon Musk's other company, Tesla , and Meta Platf...
- Mark Zuckerberg says Meta made 'mistakes' in AI workforce shiftMeta's chief Mark Zuckerberg admits the company made errors during its AI shift. He is investing heavily in artificial intelligence to resh...
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