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DATA CENTRE STOCKS
Neocloud short sellers rack up $6 billion as AI debt fears deepenShort sellers betting against US neocloud and data centre companies have made about $6 billion in paper profits this month as AI debt fears...- Global Market: Japan’s Nikkei falls as chip stocks retreat on AI spending concernsJapan’s Nikkei slipped as semiconductor stocks retreated amid concerns over the sustainability of AI infrastructure spending into 2027. Tok...
- US stocks today: Nasdaq leads Wall Street higher as SpaceX, Super Micro lift AI sentimentUS stocks ended higher on Wednesday as SpaceX and Super Micro Computer boosted sentiment around artificial intelligence stocks. The Nasdaq ...
- Meta raises AI spending forecast to $145 billion, plans new share issue; Q3 revenue beats estimatesMeta raised its 2026 capital expenditure forecast to $135 billion-$145 billion to accelerate AI expansion and announced plans for non-votin...
- Global Market: South Korean shares jump 3% as chipmakers rally on strong exports, AI demandSouth Korea’s KOSPI surged 3.03% after hitting a six-month closing low, supported by a rally in chipmakers, record semiconductor exports an...
- US stocks today: US stocks end higher as healthcare stocks lift Dow, tech a breatherWall Street ended higher on Tuesday, led by the Dow as investors shifted towards healthcare and other value stocks. The S&P 500 also gained...
- US stocks today: US stocks gain as healthcare stocks hit record high, oil prices fallWall Street's main indexes saw increases driven by a rally in healthcare stocks that reached record highs. Easing oil prices contributed to...
- Global Market: South Korea's Elice shares plunge 28% in market debut as data centre stocks shunnedElice, which raised 201.1 billion won ($150 million) in its IPO, provides AI cloud services as well as AI-based education and business soft...
- AI stocks rebound as CoreWeave jumps on Goldman Sachs upgradeAI stocks rebound after last week’s sharp selloff, with semiconductor stocks leading the recovery. CoreWeave gains after Goldman Sachs upgr...
- US stocks today: S&P 500, Nasdaq climb as AI-linked stocks recover ahead of earningsUS stocks saw a significant recovery as semiconductor shares attracted investor attention following steep declines. The Nasdaq 100 and S&P ...
- Chip selloff deepens Wall Street losses as doubts grew over AI returnsA significant selloff in semiconductor stocks affected major US indexes amid rising concerns regarding AI investment returns. The Nasdaq 10...
- US stocks: S&P 500 muted as AI concerns hit chip stocks; bank gains lift DowThe S&P 500 showed little movement as semiconductor stocks decreased due to AI-related concerns and market pressures. Gains in banking stoc...
- HFCL’s AI, data centre exposure drives Nuvama’s Buy call; target implies 56% upsideNuvama has initiated coverage on HFCL with a ‘Buy’ rating and a target price of Rs 380, implying a 56% upside from its reference price of R...
- Market selloff, rising rates test AI data centre deal boomA market selloff is forcing companies driving the global AI boom to delay fundraising plans or pay more for capital as investors demand pro...
- US Treasury yields fall sharply on AI jittersIn a significant market shift, US Treasury yields fell sharply as investors flocked to safe-haven assets following an AI-induced tech sello...
- Global Market: Eurozone bond yields fall as tech sell-off fuels safe-haven demandEurozone government bond yields fell as investors sought safe-haven assets amid a global technology stock sell-off and declining US Treasur...
- China stocks close at one-year low as AI hardware rout deepensThe CSI300 Index closed 1.4% down, hitting its lowest level since August 2025 in late trade, while the Shanghai Composite Index fell 0.9%. ...
- D-Street's proxy AI trade shines in a bleak year for stocksIndia's Nifty 50 index faces considerable challenges this year, with a significant drop since January. In contrast, stocks linked to artifi...
- India's proxy AI trade shines in a bleak year for stocksDespite a notable decline in the Nifty 50 index, Indian stocks tied to artificial intelligence have surged impressively. Key players like o...
- Global Market: Why China’s CXMT is putting global memory chip giants under pressureGlobal semiconductor stocks tumbled as Chinese chipmaker CXMT’s reported progress on a new memory chip design raised concerns about intensi...
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