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CAPITAL SPENDING VS REVENUE EXPENDITURE
Frequent elections tilt spending away from capex, CEA tells JPC on simultaneous polls bills; economists back the ideaGurumurthy has argued that frequent elections disrupt the federal structure and proposed simultaneous elections. Chief Economic Adviser V A...
Satya Nadella reinvented Microsoft with the cloud - now, can his AI strategy make it more valuable than Apple by 2027Microsoft, under CEO Satya Nadella, is aiming to strengthen its AI growth story amidst rising competition. The company is moving from fixed...
Ukraine scrambles for money to fight war as Russian strikes batter economyKryvyi Rih, the hometown of President Volodymyr Zelenskiy, is severely impacted by Russian airstrikes disrupting economic activities. The c...
Consumer companies score low on R&D spending amid innovation chorusIndian consumer firms are asserting their commitment to technology and innovation, yet their investment in research and development (R&D) r...
AI earnings shield US stocks, but bond risks rise: Jefferies' WoodUS equities have largely remained strong, aided by robust earnings growth driven by the AI capital expenditure cycle. Rising bond yields an...
Global equity funds draw $34.76 billion, log second straight week of inflowsGlobal equity funds attracted $34.76 billion in the week through September 30, marking a second straight week of inflows as optimism around...
India growth may slow to 5.5-6% in H2FY27 as capex moderates: ReportIndia's economic growth is projected to slow to 5.5-6% in the second half of 2026-27. This slowdown follows a robust growth of 7-7.5% in th...
New data points to a sharper divide in consumption trends in rural, urban IndiaIndian households in urban areas are showing a decline in quarterly expenditure while rural spending is increasing. A study indicates urban...
Fiscal path hinges on direct taxes as customs, excise revenues face pressure: ReportIndia's fiscal trajectory will increasingly depend on the strength of direct tax collections due to lower customs duties. Indirect tax reve...
April-August fiscal gap widens to ₹7.1 lakh crore on higher capex, subsidy outgoThe Centre’s fiscal deficit rose to ₹7.1 lakh crore, or 41.9% of the FY27 target, by August, up from ₹6 lakh crore a year earlier, official...
India's fiscal deficit for April-August at Rs 7.10 lakh crore, widens to 41.9% of FY27 aimAs FY27 progresses, India's fiscal deficit climbed to an alarming Rs 7.10 lakh crore within the first five months, representing 41.9% of th...
Tesla lines up $30 billion credit lines as capex, AI push accelerateTesla has now secured credit agreements amounting to $30 billion to finance its upcoming projects. The company plans to invest heavily in A...
Oracle share price: ORCL stock jumps at NYSE, what is making it one of top turnover stocks in Software & IT Services sectorOracle stock: Oracle's move to protect itself against potential delays at a massive data center project developed by Blue Owl in New Mexico...
Anthropic's IPO prospectus sharpens focus on AI valuationsAnthropic is betting that AI will reshape the global economy more profoundly than industrialization, electricity and the internet, accordin...
Exports, rising power demand to support manufacturing growth despite rural weakness: ICICI BankIndia's manufacturing sector is projected to grow, supported by increased exports and a strengthening investment cycle. Industrial producti...
AI trade enters a new phase: Why DBS favours AI adopters over capex-heavy playersDBS says the AI investment theme is entering a selective phase as investors focus on companies converting AI adoption into productivity, st...
Global AI trade could revive after recent pullback, JP Morgan saysThe recent pullback in the global AI trade has improved investor positioning, made valuations attractive and could spur a re-engagement, pa...
AI spending growth seen slowing sharply by 2028, marking shift towards software: Morgan StanleyMorgan Stanley expects the next 6-12 months to be a transition period, with opportunities broadening beyond semiconductor and infrastructur...
Why is Oracle’s debt suddenly flashing warning signs? Its 8% bond yield raises a bigger question about who will finance the trillion-dollar AI data-center boomBond investors are actively hedging against Oracle. The cost to insure the software company's debt reached a record high this week. Its 6.7...
BJP spent more in Bengal than Congress did across five state polls: Election Commision filingsAccording to the Election Commission's expenditure statements, BJP spent ₹286.99 crore on the West Bengal elections alone, which is than th...