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HYPERSCALER CAPEX 2026
3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...- Beyond Vedanta: The other Anil Agarwal stock that just exploded 500% on AI boomSterlite Technologies, a Vedanta-backed optical fibre manufacturer, has witnessed an extraordinary 500% surge in its stock value in 2026, d...
- 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 ...
- Hidden AI India winners add $48 billion on data-center boomIndian industrial companies are experiencing significant growth by supplying components for data centers. This trend is driven by massive g...
- Explained: Why Oracle shares crashed 10% in extended trading despite earnings beatOracle shares fell sharply in after-hours trading despite beating earnings estimates, as investors reacted to aggressive AI spending plans ...
- Meta-Reliance AI hub; SAP CEO on India's AI edgeMeta has tapped Reliance for India AI data centre. This and more in today's ETtech Top 5.
- Global AI debt issuance to top $500 billion in 2026: Morgan StanleyTech companies that have long relied on strong cash flows are increasingly turning to debt financing as investment needs surge. Morgan Stan...
- AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
- Hidden AI Winners: Little-known D-Street stocks soar up to 530%Indian industrial companies are experiencing significant growth by supplying components for data centers. These firms are crucial for build...
- HFCL vs Sterlite Tech: Both stocks turn multibaggers, rocket up to 375% YTD. Should you invest amid AI boom?Optical fibre makers HFCL and Sterlite Technologies are experiencing a boom, with shares surging due to massive demand for AI-driven data c...
- Rising bond yields and inflation remain key risks for markets: Candace BrowningGlobal investors are focusing on artificial intelligence driven earnings growth, overshadowing geopolitical concerns. Strong US corporate p...
- GE Vernova T&D emerges as top BSE Power multibagger with 164% returns; should investors buy now?GE Vernova T&D India has emerged as the top multibagger in the BSE Power index, with its shares surging 164% over the past year amid strong...
- Cisco to cut about 4,000 jobs in AI-focused restructuring as orders surgeCisco announced nearly 4,000 job cuts as part of a strategic restructuring to boost investment in AI and growth areas. The networking giant...
- Nvidia stock hits new all-time high as NVDA nears historic $5.5 trillion valuation amid explosive AI rally - Could Nvidia stock still rise higher from here?NVDAjust crossed another historic line on Wall Street. Nvidia stock surged to a fresh all-time high Wednesday, briefly pushing the company’...
- Wall Street upside? HSBC sees S&P 500 at 8,000, raises 2026 target as AI boom and tech earnings fuel optimismHSBC raised its 2026 S&P 500 target to 7,650, citing strong corporate earnings and resilient technology stocks. The brokerage said improvin...
- Google exploring investments in India across AI infra, manufacturing of servers & dronesGlobal tech giant Google is exploring significant investments in India. The company is looking at opportunities in AI infrastructure. Googl...
- Why is AMD stock soaring nearly 19% after blockbuster earnings, and are AMD shares signaling Wall Street’s biggest AI power shift yet as demand rewrites the chip playbook?AMD stock up nearly 19% today after blockbuster earnings beat. Something shifted in the semiconductor world on Wednesday, May 6, 2026. AMD ...
- Big Tech pours billions into AI while thousands pack their bagsBig Tech's March quarter 2026 earnings reveal a significant AI-driven transformation, with revenue up across the board. Companies are proje...
- AI spending boom soars but no returns for big tech giants, warns Jefferies’ Chris WoodRising AI investments by global tech giants are straining cash flows, with capex nearing record levels relative to operating cash flow. Des...
- Citigroup raises AI capex and revenue forecasts amid rapid enterprise adoptionCitigroup has increased its predictions for global artificial intelligence spending and earnings between 2026 and 2030. This upward revisio...
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