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DATA CENTER VALUATION
Vantage Data Centers explores IPO at $100 billion valuation or sale, sources sayVantage, backed by private equity firm Silver Lake and infrastructure investor DigitalBridge Group, could raise around $10 billion and purs...
Which Tata stocks look attractive now? Jefferies picks 4; flags TCS and 2 othersJefferies believes Tata group stocks should remain driven by business fundamentals despite N Chandrasekaran’s planned exit as Tata Sons cha...
Korean stocks rise 22% in 10 days as chip rally regains steamThe benchmark Kospi gained as much as 4.8% on Thursday, extending its gain from a July 30 low to around 22%. Heavyweight memory chipmakers ...
Data centre operator CyrusOne plans potential 2027 IPO, banks pitch for roles, sources sayThe private equity firms met investment banks including Goldman Sachs and Morgan Stanley last week and the banks pitched for roles on the...
PEs trade big buyouts for founder-led and AI-driven nimble companiesSuch investments are focused on digital, AI-infrastructure and data services stack. Valuations are selectively improving with business deli...
Picking the right pharma stock is getting harder; so pick a portfolio: 20 stocks with -23% to +22% downside to upside potentialFor Indian pharma, the regulatory risk is still real. A US FDA inspection can still cause trouble. A plant making an important product or g...
Michael Dell's son Zach Dell wants a battery in every American home that can provide 36 hours of backup, survive Texas summers and Chicago wintersZach Dell, son of Dell Technologies founder Michael Dell, is building Base Power into a major home battery company, with a goal of putting ...
Nazara’s new raise; PEs gravitate to startupsHappy Friday! Nazara Technologies will raise funds via a preferential issue. This and more in today’s ETtech Morning Dispatch.
ETMarkets Smart Talk | AI infrastructure, not just AI software, will drive India's next wealth cycle: Amit JoshiFrom data centres and power transmission to manufacturing and the energy transition, these sectors are emerging as the real enablers of the...
AI boom reshapes emerging markets, but surging volatility tests investor nervesArtificial intelligence has powered a strong rally in emerging-market technology stocks, led by semiconductor giants in South Korea and Tai...
Sterlite Tech shares gain 4% on Rs 1,760 crore international order winSterlite Technologies shares saw an upswing on Thursday after the company secured a Rs 1,760 crore international order for high-density opt...
AI cloud startup Volta valued at $2.4 billion, announces $10 billion AI partnershipVolta Infra, a new AI startup, secured a significant cloud contract. This deal is reportedly with Anthropic for European cloud computing se...
Aimtron Electronics shares can rally to Rs 2,036? Here’s why Nuvama initiated coverage on the platform stockNuvama Wealth Management has initiated coverage on Aimtron Electronics with a Buy rating and a target price of Rs 2,036, implying nearly 47...
9 microcap multibaggers: How India's stock market minnows beat every major index in six monthsIndia's smallest listed stocks delivered the strongest market run in six months. The Nifty Microcap 250 index rose eleven percent, beating ...
SpaceX's first results put Elon Musk's AI spending under Wall Street's microscopeSpaceX's upcoming earnings report is set to provide insights into Starlink's profitability as it expands into AI and space initiatives. Ana...
SpaceX's first results put Elon Musk's AI spending under Wall Street microscopeSpaceX is poised to reveal its next earnings report, signaling Starlink's profitability and its pivotal role in financing AI and space init...
AI may hurt IT today, but it could create the sector's next growth engine: Baroda BNP Paribas MFAI may disrupt traditional revenue streams in India’s $280-billion IT services industry, but Rohan Korde of Baroda BNP Paribas Mutual Fund ...
No chips, no models, no problem: Indian manufacturers strike gold in AI's infrastructure gold rushAt a bustling factory in western India, technicians work around the clock to turn glass into hair-thin fibre-optic strands destined for dat...
Zepto may defer IPO; Festive carts go premiumHappy Thursday! A roadblock in valuation negotiations may prompt Zepto to delay its listing. This and more in today’s ETtech Morning Dispat...
Smallcaps set for strong earnings rebound in FY27; Mirae Asset’s Varun Goel names 3 winning themesHe expects a robust recovery in FY27 and sees the strongest opportunities in capital goods, financials and healthcare, while remaining caut...