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The conviction in India continues to be very high: Citi's Achintya ManglaIndia is a significant market for Citi, with growth expected in AI, energy, and data-center infrastructure. Foreign investors are currently...- US stocks: Oracle shares tumbles 12% as hefty AI spending, debt plans spook investorsOracle faced a sharp decline in stock prices on Thursday, triggering alarms among investors who are anxious about the company’s escalating ...
- Oracle's AI spending blows past estimates, raising worries over growing debtOracle, which has major deals to build data centers for customers such as Meta Platforms and OpenAI, is working to position itself as a ma...
- Super Micro Computer to raise $7 billion in equity offerings to meet AI server demandAI infrastructure firms have seen accelerated demand as tech companies and cloud providers ramp up investments in data centers to support ...
- 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...
- MUFG’s new India fund; District goes sportingHappy Tuesday! Japan’s MUFG is doubling down on India just as a new wave of investors moves into the country’s startup market. This and mor...
- Alphabet plans to raise $80 billion for AI goals, Berkshire to invest $10 billionThe deal brings in Warren Buffett's diversified holding company as a major new investor, adding a high-profile endorsement of Alphabet's lo...
- Netweb Technologies jumps 15%, hits fresh 52-week high after rating upgradeNetweb Technologies shares jumped over 15% to a fresh 52-week high. This rally follows a ratings upgrade by CRISIL Ratings Limited. The com...
- Michael Burry’s AI crash warning grows louder: Is Nvidia-driven hype and record venture capital funding pushing Wall Street toward another dot-com disaster?Michael Burry’s AI bubble warning is shaking Wall Street after fresh data showed 87% of venture capital funding now flows into artificial i...
- ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...
- US Stock Market: AI spending surge drives Alphabet, Amazon to tap global bond marketsAlphabet and Amazon are expanding their global borrowing to fund the escalating costs of the AI race. Alphabet plans its first yen-denomina...
- An old legacy lights up: AI takes on decades of tech debtHelping enterprises unshackle billions of lines of legacy code they are buried under unlocks opportunities for Indian IT. But firms, especi...
- Jane Street employees set to get $2.68 million payout after record revenue haulJane Street Group surged to the top of Wall Street with record trading revenue and $9.38 billion in compensation. Its unconventional struct...
- SpaceX IPO secrets are about to go public, and the numbers will blow your mind - here's when investors can finally see Elon Musk’s real numbersSpaceX IPO 2026 is set to redefine markets. A projected $1.75 trillion valuation is already shaking Wall Street. The SpaceX S-1 filing is e...
- US stock market concentration risk hits extreme levels: AI stocks surge to 45% of S&P 500 market cap in 2026— can $1.4 trillion AI-linked debt sustain this historic dominance?US stock market concentration risk hits extreme levels: AI stocks now dominate S&P 500 market cap at a record 45% level in 2026, reflecting...
- Oracle shares gain 4%, extend rally after AI-driven power deal with Bloom EnergyOracle shares extended gains after a major energy deal with Bloom Energy to secure 2.8 GW of fuel cell capacity for AI-driven data centres....
- Oracle appoints Hilary Maxson as CFOMaxson joins when demand for AI computing, cloud databases is outpacing available capacity, pushing the company to accelerate investments...
- Oracle Layoffs: Company trims workforce amid rising AI, data centre spends; Indian employees also impactedOracle jobs cut: The Larry Ellison-led company is slashing jobs across cloud and database units. The restructuring is aimed at transitionin...
- CoreWeave secures $8.5 billion loan to expand AI infrastructureCloud infrastructure firm CoreWeave has secured a significant $8.5 billion in financing. This funding will fuel the expansion of its artifi...
- France's Mistral raises $830 million in debt for AI data centre build-upThe deal, set to be announced on Monday, marks Mistral's first debt raising and underscores growing investor confidence in European AI firm...
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