Goldman Sachs sees S&P 500 rising to 8,700 next year despite slower earnings growthAccording to Goldman Sachs, the S&P 500 index may reach 8,700 points within the next year, despite a decline in tech shares after the midte...
14 Nov, 2026, 09.11 AM IST
Nvidia has talent to thrive without Jensen Huang; Tae Kim backs Rene Haas, Ian Buck as CEO successorsNvidia can continue to thrive despite the departure of its long-time chief executive Jensen Huang, with two senior technology executives em...
13 Nov, 2026, 01.46 PM IST
Investors reassess US data centre bets after 'Blue Tsunami'; some look at India, other alternativesThis may not affect projects currently underway, but the data centre business has been driving growth for several companies in the US latel...
13 Nov, 2026, 06.00 AM IST
Nvidia default risk nears record high as board weighs CEO’s fateThe cost of insuring Nvidia’s debt against default climbed close to a recent high as its board considered CEO Jensen Huang’s future. The bo...
12 Nov, 2026, 09.30 PM IST
ReNew bets Rs 80,000 cr on Andhra Pradesh’s green data centre, clean energy pushReNew Energy Global Plc will make significant investments in Andhra Pradesh, focusing on clean energy and digital infrastructure. The compa...
12 Nov, 2026, 05.04 PM IST
Five IndiaAI empanelled companies ineligible for new compute bidCDAC requires bidders to own, lease or operate a Tier-III, Rated-3 or higher data centre in India. Bidders must also hold the required ISO ...
12 Nov, 2026, 12.29 PM IST
HFCL shares gain 2% after securing Rs 834 crore export orders for optical fibre cablesHFCL has secured an export order worth Rs 834.36 crore for optical fibre cable supplies, adding to its growing international order book. Th...
12 Nov, 2026, 11.10 AM IST
Who's next CEO at Nvidia? Top engineer and CFO favored as candidatesNvidia's CEO Jensen Huang faces potential ousting from the board due to reported extramarital affairs. If removed, Colette Kress could serv...
12 Nov, 2026, 10.24 AM IST
Baird downgrades Nvidia on China curbs, AI demand worriesNvidia's shares closed at $168.9 on Tuesday and are on track for their biggest weekly drop since March 2025, with uncertainty over top lead...
11 Nov, 2026, 08.07 PM IST
Baird downgrades Nvidia on China curbs, AI demand worriesBaird downgraded Nvidia's stock and cut its price target significantly due to various market risks. Concerns over US restrictions on chip s...
11 Nov, 2026, 08.04 PM IST
AI stocks: Are the days of easy money over? Aswath Damodaran warns investors of a new market reality ahead of Anthropic IPONYU professor Aswath Damodaran warns that broad-based gains from AI stocks may be fading as investors become more selective. He highlights ...
10 Nov, 2026, 10.32 PM IST
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...
10 Nov, 2026, 02.02 PM IST
Wall St brokerages say AI selloff overdone, downplay Democrat regulation risksWall Street brokerages including Morgan Stanley and UBS called last week's rout in the AI trade overdone, arguing that the risks of extreme...
09 Nov, 2026, 09.26 PM IST
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...
09 Nov, 2026, 04.38 PM IST
India's ChatGPT boom faces a reality check as free AI use meets rising costsIndia has emerged as ChatGPT's largest market, driven by its vast digitally connected population and widespread access to free AI services....
09 Nov, 2026, 07.56 AM IST
AI investment cycle may have peaked, Jefferies warns; raises India allocation to 14%According to a recent Jefferies report, global investment in artificial intelligence appears to be facing a mid-cycle correction. Although ...
07 Nov, 2026, 03.11 PM IST
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...
03 Nov, 2026, 03.04 PM IST