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Oracle plans to raise $20 billion through bonds and stock salesOracle has announced its ambitious plan to generate $20 billion through bond and share sales, focusing on both corporate needs and essentia...- Big tech share buybacks plunge 83% as AI spending hits cash flowsMajor US technology companies sharply reduced dividends and share buybacks as record AI infrastructure spending pushed their combined free ...
- Besides the bubble, a big AI risk could be growing in the shadowsInvestors are worried about potential financial risks linked to Big Tech's investments in AI infrastructure. The technology sector recently...
- Big Tech returns smallest share of cash to shareholders in 15 years, given AI spendingThe retreat threatens a long-standing source of support for technology share prices. With companies buying back fewer shares, investors are...
- Nasdaq 100 cracks 5%, wipes out $2 trillion in October as AI spending fears deepenInvestor concerns about the high expenditures on artificial intelligence have intensified amidst rising borrowing costs. Major technology c...
- Nasdaq faces $2 trillion wipeout in October as AI spending fears deepenThe wipeout would amount to slightly more than SpaceX's entire market value. The index has fallen over 5.8% so far in October as the AI tra...
- Cash takes centre stage as investors rethink AI spending boomInvestors are increasingly focused on technology companies' cash generation capabilities to fund artificial intelligence investments. Micro...
- If you’d invested $1,000 in Oracle stock 20 years ago, here’s how much you’d have todayOracle stock shot up in September 2025 after OpenAI agreed to buy $300 billion of computing power from it over five years. The mood then ch...
- Microsoft, Oracle outshine Alphabet as investors demand AI returnsWall Street increasingly favours technology companies demonstrating financial discipline in AI investments. Microsoft and Oracle gained on ...
- AI giants' funding ambitions test Wall Street's appetite for riskThe heavyweights of the AI industry are facing a reckoning on Wall Street, reflecting concerns over who will bear the cost of the artificia...
- Big Tech turning to equity to raise funds for AIMeta plans to raise up to $98 billion to fund AI infrastructure, making it one of the largest equity financing plans ever. Stocks worth onl...
- Global Market Today: Asian stocks advance on resurgent AI optimismThe MSCI Asia Pacific Index rose 0.6%, as benchmarks in Australia, Japan and South Korea advanced. The Kospi Index rose 2.6%, with SK Hynix...
- Oracle expands chip supply deal with Nvidia, adds Google and Cerebras offeringsOracle and Nvidia said the cloud firm will expand to "multi-gigawatt scale" with Nvidia's newest generation of "Vera Rubin" AI servers. The...
- AI bubble bursting or just letting out air? Neoclouds may offer cluesElon Musk has warned that over 200 neocloud companies may face significant challenges, including potential failures and consolidation. Desp...
- Big Tech’s AI push faces a $1 trillion profit test, says UBSUBS Global Research indicates that major cloud companies must generate an additional $1 trillion in operating profits by 2031. They are exp...
- ₹4 lakh crore rally, ₹6,500 crore FII buying: Are IT stocks finally making a comeback?Indian IT stocks experienced a notable market value recovery of approximately ₹3.87 lakh crore in October. Foreign investors invested aroun...
- AI startup Simplismart in talks to raise $40-50 million; valuation may tripleSimplismart, an innovative AI infrastructure startup, is in talks to secure between $40 and $50 million in funding, which could potentially...
- S&P Global flags potentially hidden AI debt at hyperscalers as AI spending surgesS&P Global warned that hyperscalers could be carrying more AI related debt than currently visible through financing structures linked to da...
- Jefferies’ Chris Wood says it’s time to diversify beyond AI. Where should investors look now?Jefferies’ Chris Wood is urging investors to diversify beyond AI as earnings growth for global AI stocks is expected to slow sharply and va...
- US stocks: AI shares tumble up to 16%, erasing $80 billion as hot US inflation fuels rate fearsAmid rising inflation, major AI firms like CoreWeave and Dell Technologies experienced significant stock price drops, losing around $80 bil...
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