Nabfid sanctions Rs 3,000 crore-plus loans to at least four data centres as AI capex accelerates in IndiaNabfid is sanctioning significant loans for India's growing data center infrastructure needs. These facilities support the nation's push fo...
18 Sep, 2026, 08.35 AM IST
EQT Group plans to invest $50 billion in India by 2030: Jean Eric Salata, ChairmanSwedish buyout firm EQT plans to invest $50 billion in India over the next four years, roughly twice the $26 billion it has invested since ...
17 Sep, 2026, 10.09 AM IST
Investors nervous about AI spending slowdown after industry warningsRecent dire pronouncements about AI potentially endangering humanity were followed over the weekend by calls from AI leaders, including Ant...
15 Sep, 2026, 10.45 AM IST
AI infrastructure struggling to keep pace with surging demand; real economy holds bigger opportunity: Goldman SachsAt the same time, the technology industry is debating whether to slow the pace of AI development. Anthropic CEO Dario Amodei advocated slow...
14 Sep, 2026, 02.07 PM IST
LG Electronics India in Jefferies’ ‘pole position’; bull case points to 21% upsideJefferies retains a Buy rating on LG Electronics India with a Rs 1,895 target and sees Rs 2,000 in its bull case. Growth could come from pr...
11 Sep, 2026, 04.25 PM IST
New-age industries fuelling India's capex cycle, says SBI chiefCorporate spending on infrastructure projects is increasing across India. New sectors like data centers and green hydrogen are driving cred...
11 Sep, 2026, 12.30 PM IST
China’s AI capex jumps 105% YoY, but Jefferies says US cloud giants face greater risksChinese tech giants sharply increased AI capital expenditure in Q2 2026, driven by inference demand and chip availability. However, Jefferi...
07 Sep, 2026, 03.58 PM IST
Jefferies’ Chris Wood sees a structural bear market in US bonds. What it means for stocks and goldJefferies has warned that persistent pressure on US Treasury yields could create a challenging environment for equity markets, particularly...
04 Sep, 2026, 11.50 PM IST
ByteDance secures $29.6 billion loan in AI push, sources sayByteDance secured a massive $29.6 billion loan from nearly thirty banks. Chinese banks provided over sixty percent of this significant loan...
04 Sep, 2026, 05.18 PM IST
'Many deals over $10 billion amid conflicts... this is astonishing': JPMorgan chief Anu AiyengarDeal-making momentum is driven by available financing and open markets, while M&A activity focuses on large strategic deals. Private credit...
31 Aug, 2026, 01.02 AM IST
Hitachi Energy India, GE Vernova, other power capex stocks rise up to 5%. Two reasons behind the surgePower capex stocks such as Hitachi Energy India, GE Vernova, TD Power and CG Power witnessed an uptick on Thursday, tracking Nvidia’s stron...
27 Aug, 2026, 11.19 AM IST
Next market winners: Jefferies sees potential in data centers as hyperscalers race for AI capacityHyperscalers are accelerating data-centre leasing as power constraints and lengthy development timelines limit supply. North American non-c...
26 Aug, 2026, 10.21 PM IST
India’s new capex cycle is being driven by cash-rich giants, HSBC India CEO Hitendra Dave saysIndia's corporate investment cycle now features financially stronger companies expanding capacity. These well-capitalized groups are using ...
24 Aug, 2026, 02.55 PM IST
Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex raceBig Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 bn in Q2 against j...
15 Aug, 2026, 12.37 AM IST
Mutual funds raise IT exposure to 6.6% in July after record low. Is sentiment towards tech improving?In July, mutual funds increased their allocation to the IT sector to 6.6 per cent, marking a positive shift after an extended period of min...
14 Aug, 2026, 12.07 PM IST
US stocks: CoreWeave, Super Micro surge on signs of sustained AI buildoutCoreWeave and Super Micro have seen their stock prices soar to new heights amid a rising tide of demand for AI infrastructure. CoreWeave ha...
12 Aug, 2026, 09.26 PM IST
Chris Wood warns AI capex binge may burn billions as markets turn against Big Tech spendingWood’s long-standing view is that the “hyperscalers will end up blowing a lot of money on their capex binge” and that AI could resemble the...
01 Aug, 2026, 01.08 PM IST