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DATA FLOW IN AI
Is AI selloff a window to buy? Morgan Stanley sees multiple buying opportunities on Wall StreetMorgan Stanley sees the recent AI stock selloff as an overreaction and recommends selectively buying the dip across hyperscalers, semicondu...- When AI starts operating machines, the network becomes industrial infrastructureAs manufacturing and automation expand together, networks built to serve billions of people will increasingly serve tens of billions of mac...
- Banks, investors grow wary of AI debt, spooked by market selloffSome banks, which just a few weeks ago were lining up to fund AI deals, are now telling market participants they would be reluctant to fina...
- Jensen Huang is bigger than Nvidia — and it’s a problemNvidia has initiated an investigation regarding CEO Jensen Huang after acknowledgment of a romantic involvement with a Chinese spy. This re...
- Tech firms claw back some losses after midterms rout, eyes on NvidiaTech firms rose Monday to claw back some of last week's painful losses fuelled by AI regulation worries, though traders were keeping a wary...
- IT firms with lower capital requirements may gain as investors shift focus to AI monetisation: ReportInformation technology (IT) companies capable of monetising enterprise adoption of artificial intelligence (AI) without making substantial ...
- Nifty bulls reclaim 25,000 mark as FIIs step up India buying: 5 factors that will determine D-Street's fate next weekIndian equities rallied nearly 9% last week as the Nifty reclaimed 25,000 and the Sensex gained 8.82%. FIIs bought Rs 45,960 crore, while D...
- $5 billion in 5 days! Why FIIs are suddenly shopping Indian stocks non-stop this DiwaliForeign institutional investors have poured nearly $5 billion into Indian equities in five trading sessions, marking a sharp reversal after...
- Bloodbath in Nasdaq, Kospi and Nikkei but why Nifty is an oasis of peace amid global routA global AI-led tech selloff has battered US and Asian markets, wiping out $3 trillion from S&P 500 companies. However, Indian equities are...
- Was Michael Burry right about the AI bubble? Wall Street loses $2 trillion as AI and chip stocks plunge: Why are Tesla, Palantir, AMD, Broadcom and SanDisk crashing?Michael Burry's warning about an AI bubble is back in focus as Wall Street loses more than $2 trillion in market value. On Thursday, Novemb...
- Rupee finds its footing as oil worries cool, traders watch flow momentumThe Indian rupee climbed to its highest value in two weeks, following a notable fall in oil prices. This uplifting trend was mirrored by a ...
- AI boom draws chip supply from other end-markets, Siltronic CEO saysSiltronic, which makes silicon wafers used in semiconductors, raised its annual sales forecast for the second time this year on Wednesday, ...
- Big Tech barely moved after the midterms, but Tesla and SpaceX fell up to 5%, and even Tesla missed the solar rally: Did Elon Musk’s big bet on Republicans just backfire?Tesla and SpaceX shares fell in premarket trading on Wednesday, Nov. 4: Today’s US stock futures pointed to a strong Wall Street opening, w...
- Why are companies restricting AI access to employeesGoldman Sachs, Uber, JPMorgan and Nvidia are some of the global firms that have restricted their employees’ usage of AI tools
- Super Micro stock soars: AI server boom drives record earningsSuper Micro shares jumped after record quarterly revenue and upbeat guidance highlighted strong demand for AI servers and data-centre infra...
- India gains as global investors move away from AI-linked stocks: Goldman SachsIndian equities outperformed the Asia-Pacific region in the MXAPJ index by 7 percentage points last month, making the country one of the be...
- India's data centre capacity set for 5x surge by 2030By March 2030, India’s data centre capacity is projected to soar to 7.5 gigawatts, fueled by escalating demand from global hyperscalers and...
- 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 ...
- FPI G-Sec outflows nearly halve to Rs 5,400 crore in OctoberForeign portfolio investors reduced their selling of Indian government securities and equities in October compared to September. Despite th...
- FPI buying returns to Dalal Street as global investors rethink AI betsForeign portfolio investors have shifted from aggressive selling to net buying of Indian equities recently. They invested nearly $1.2 billi...
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