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...
11 Jun, 2026, 02.40 PM IST
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 ...
11 Jun, 2026, 12.08 PM IST
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.
10 Jun, 2026, 08.17 PM IST
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...
10 Jun, 2026, 02.22 PM IST
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...
08 Jun, 2026, 10.33 AM IST
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...
05 Jun, 2026, 09.56 AM IST
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...
29 May, 2026, 01.32 PM IST
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...
28 May, 2026, 12.15 PM IST
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...
21 May, 2026, 10.39 AM IST
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...
14 May, 2026, 12.06 PM IST
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’...
13 May, 2026, 09.15 PM IST
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...
11 May, 2026, 07.26 PM IST
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...
08 May, 2026, 01.31 PM IST
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 ...
06 May, 2026, 08.28 PM IST
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...
03 May, 2026, 05.56 PM IST
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...
02 May, 2026, 02.42 PM IST
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...
10 Mar, 2026, 08.21 PM IST