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CAPITAL EXPENDITURES IN AI
SpaceX IPO: Great business, wrong price? Why Aswath Damodaran is skipping Musk’s mega offeringDespite the excitement surrounding SpaceX’s highly anticipated IPO, valuation expert and NYU professor Aswath Damodaran plans to stay away ...09 Jun, 2026, 12.14 PM IST- AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...08 Jun, 2026, 10.33 AM IST
- China's chipmakers emerge as rising force in AI memory market: ReportThe report highlighted that China's leading NAND flash maker, Yangtze Memory Technologies Corp (YMTC), and top DRAM producer, ChangXin Memo...06 Jun, 2026, 02.46 PM IST
- India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar SinhaIndia is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector ...05 Jun, 2026, 01.42 PM IST
- Withholding tax removal could unlock $25 billion in bond Inflows, says Citi's Aditya BagreeIndia anticipates substantial foreign investment. Two key policy shifts, removing withholding tax on government bonds and inclusion in the ...04 Jun, 2026, 04.22 PM IST
- ‘IPL is done, get back to business’: Why Uday Kotak thinks Google’s $80 billion raise is a wake-up call for India IncBanking doyen Uday Kotak has urged Indian companies to invest in the future, calling Alphabet's $80 billion fundraise a wake-up call. He em...03 Jun, 2026, 08.18 PM IST
- AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan GarnerForeign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...03 Jun, 2026, 11.36 AM IST
- Indian market at 11% discount to long-term average; Anshul Saigal says it's a buyer's market for 3–5 year investorsMarket confusion presents a rare chance for patient investors. Anshul Saigal believes current valuations offer significant gains for those ...03 Jun, 2026, 09.37 AM IST
- Australia's Megaport secures four new AI infrastructure contracts, to raise $594 millionThe four contracts, all with U.S.-based technology providers running AI applications, are expected to start in the first half of 2027 and...03 Jun, 2026, 08.17 AM IST
- South Korea rides AI wave, also overtakes India on m-cap chartSouth Korea has surpassed India to become the world's sixth-largest equity market. This shift is attributed to strong performance from Sout...03 Jun, 2026, 05.41 AM IST
- Why is Google stock (GOOG) down today? Investors react to Alphabet's $80 billion equity raise for AI expansion - here's everything you need to knowGoogle stock price today: Alphabet's stock dipped following news of an $80 billion equity offering. This move aims to finance the company's...02 Jun, 2026, 08.36 PM IST
- Morgan Stanley says Indian stock market poised for strong year ahead. Here’s whyMorgan Stanley remains bullish on Indian equities, citing an earnings upcycle, supportive macroeconomic conditions and strong domestic flow...02 Jun, 2026, 08.50 AM IST
- Alphabet stock price jumps as Google parent plans $80 billion fundraising for AI expansionAlphabet stock price remained in focus after Google parent Alphabet announced plans to raise up to $80 billion to expand artificial intelli...02 Jun, 2026, 03.32 AM IST
- Double, Trouble, Toil and the AI Bubble: Why the boom may not be what it seemsAs India navigates its AI and innovation trajectory, skepticism looms large. While AI technologies have fueled market growth worldwide, the...01 Jun, 2026, 11.41 PM IST
- AI costs spiral as firms lose spending controlCompanies are facing massive AI bills, with one firm reportedly spending $500 million in a month on Claude AI due to unchecked usage. Sever...30 May, 2026, 08.23 AM IST
- Foxconn has immense confidence in growth momentum due to AI, chairman saysTaiwan's Foxconn sees strong growth driven by AI demand. Chairman Young Liu is optimistic about the second half of the year. Cloud provider...29 May, 2026, 11.19 AM IST
- Foxconn has 'immense confidence' in growth momentum due to AI, chairman saysFoxconn, the world's largest contract electronics maker, expressed immense confidence in its growth due to soaring AI demand. The company r...29 May, 2026, 07.12 AM IST
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