Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex raceBig Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 bn in Q2 against j...
15 Aug, 2026, 12.37 AM IST
Rise of AI shopping pushes merchants to protect loyalty, Adyen saysAdyen co-CEO Pieter van der Does told Reuters that a merchant he spoke with this week generated 70% of its volume through direct channels a...
13 Aug, 2026, 06.27 PM IST
Hon Hai to direct 2026 capital expenditure toward global AI expansionTaiwan-based Hon Hai Precision Industry Co. announced that its capital expenditure for 2026 will focus on expanding artificial intelligence...
13 Aug, 2026, 10.46 AM IST
US stocks: CoreWeave, Super Micro surge on signs of sustained AI buildoutCoreWeave and Super Micro have seen their stock prices soar to new heights amid a rising tide of demand for AI infrastructure. CoreWeave ha...
12 Aug, 2026, 09.26 PM IST
Nebius beats quarterly revenue estimates as AI demand fuels growthThe Amsterdam-based AI infrastructure firm reported total revenue of $582.3 million for the quarter ended June, compared with analysts' a...
12 Aug, 2026, 05.57 PM IST
CoreWeave boosts 2026 spending plan, beats quarterly estimates on AI demand surgeThe AI cloud company also lifted its targets for 2026 revenue and adjusted profit, banking on a ballooning order book, after its revenue ...
12 Aug, 2026, 05.36 PM IST
Oracle plans fresh layoffs as AI spending piles up billions in debt: ReportOracle is reportedly planning another round of job cuts. This move aims to reduce payroll while investing heavily in AI infrastructure. The...
12 Aug, 2026, 11.44 AM IST
TSMC approves $29.44 billion capital budget for capacity expansion amid AI demandTaiwan Semiconductor Manufacturing Co. (TSMC) approved a capital budget of about USD 29.44 billion for expansion amid the ongoing artificia...
12 Aug, 2026, 10.09 AM IST
Accel’s $550 million India fund; South Park Commons bets on deeptechHappy Wednesday! Venture capital firm Accel has raised its ninth India fund. This and more in today’s ETtech Morning Dispatch.
12 Aug, 2026, 07.32 AM IST
Intel raises $20 billion from upsized share saleOnce a dominant force in the global chip industry, Intel is investing heavily in new facilities and advanced packaging capabilities as it s...
11 Aug, 2026, 05.02 PM IST
Singapore says AI-related demand lifting economyStrong AI-related demand helped the electronics and precision engineering clusters of the manufacturing sector, as well as the machinery, e...
11 Aug, 2026, 12.45 PM IST
US Stock Market: JP Morgan raises S&P 500 year-end target to 8,000 on AI, earnings optimismJ.P. Morgan raised its S&P 500 year-end target to 8,000, citing stronger corporate earnings and growing confidence in AI investments. The b...
11 Aug, 2026, 11.16 AM IST
Intel shares drop 5% after announcing $15 billion offering to support AI growthIntel shares fell over 5% after the semiconductor giant announced a $15 billion common stock offering to fund capital needs and support AI-...
10 Aug, 2026, 08.14 PM IST
Intel plans $15 billion share sale as turnaround rally lifts stockIntel is gearing up for a monumental fifteen billion dollar share sale aimed at boosting its chip manufacturing capabilities. This strategi...
10 Aug, 2026, 07.04 PM IST
Alphabet seeks up to $25 billion from its latest bond sale: BloombergAlphabet is seeking up to twenty-five billion dollars from its latest U.S. bond offering. This move comes after the tech giant's capital sp...
06 Aug, 2026, 07.08 PM IST
SpaceX shares tumble 12%, fall below IPO price as AI spending concerns mountSpaceX has demonstrated accelerated returns on its AI investments, though investors express concerns regarding future funding for data cent...
05 Aug, 2026, 10.19 PM IST
Microsoft's AI-Fuelled Rally: 5 reasons Wall Street is bullish againMicrosoft's latest earnings reignited Wall Street's AI optimism as Azure outperformed, cloud demand accelerated and a record order backlog ...
03 Aug, 2026, 02.44 PM IST