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HYPERSCALER DEBT
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...
PSBs, pharma and defence: HDFC Securities CEO names Samvat 2083’s dark horsesHDFC Securities MD and CEO Dhiraj Relli identifies public sector banks, pharmaceuticals and defence as potential outperformers in Samvat 20...
There is a wider acceptance of hybrid capital with the lack of options beyond bank lending: Bain Capital’s Sarit ChopraSpecial Situations team of the Boston based PE group has deployed $1.2 bn in CY26; aims at $1 bn/yr momentum. From funding cross border M&A...
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...
US tech giants' AI borrowing could push up Europe's bond yieldsRising AI infrastructure investments are driving US technology giants to tap European bond markets, potentially increasing borrowing costs....
- Global markets were already fragile. Big AI bets could break them
Investors flocked to bonds. Yields, which move inversely to price, fell from multidecade highs, with the benchmark 10-year Treasury, which ...
Why is Microsoft borrowing $25 billion after offering buyouts to 60,000 employees?Microsoft 25 billion bond sale: Microsoft is raising $25 billion through a bond sale as AI infrastructure costs rise, days after offering v...
Why are Marvell and Lumentum share prices down over $115 billion acquisition?Marvell and Lumentum shares have dropped after Marvell announced that it will be acquiring Lumentum in a $115 billion all stock deal. Marve...
KKR, Singtel and Tata Communications put data centre company STT GDC India up for sale at over $5.5 billionIn a significant move, KKR, Singtel, and Tata Communications are gearing up to offload STT Global Data Centres India, anticipating a valuat...
Besides the bubble, a big AI risk could be growing in the shadowsInvestors are worried about potential financial risks linked to Big Tech's investments in AI infrastructure. The technology sector recently...
US Stock Market is feeling AI investments pressure but check list of stocks that are jumping amidst Artificial Intelligence spending fearsUS Stock Market today: As the world's biggest technology companies race to expand computing capacity, demand for such facilities has surged...
Nasdaq faces $2 trillion wipeout in October as AI spending fears deepenThe wipeout would amount to slightly more than SpaceX's entire market value. The index has fallen over 5.8% so far in October as the AI tra...
Microsoft expects to raise $25 billion in US bond sale, source saysThe world's largest tech firms have turned to selling bonds and raising equity over the past year to pay for their AI spending spree, a shi...
Gulf AI buffering, but on-streamThe escalating tensions between the US and Iran have hindered the progress of AI infrastructure development throughout the Gulf. While Gulf...
US stocks today: US stocks turn choppy as megacaps offset chip gains before Fed meetIn the US stock market, a mixed performance emerged as chipmakers like Micron Technology surged, buoyed by favorable reports from SK Hynix,...
Big Tech turning to equity to raise funds for AIMeta plans to raise up to $98 billion to fund AI infrastructure, making it one of the largest equity financing plans ever. Stocks worth onl...
AI financing driving private credit growth as refinancing risks rise, Moody's saysThe ratings agency said AI financing needs now extend beyond data-center construction to land, power, semiconductors, graphics processing u...
Global bond issuance set to grow at slowest pace in five years in 2027, S&P Global Ratings saysIn 2027, global bond issuance is expected to rise by a mere 2.7%, marking a stark decline compared to this year's growth. According to S&P ...
Sterlite Technologies Q2 Results: Profit surges 12,817% YoY to Rs 517 crore, revenue jumps 145%Sterlite Technologies reported a 12,817% year-on-year jump in Q2 FY27 net profit to Rs 517 crore, while revenue surged 145% to a record Rs ...
S&P Global flags potentially hidden AI debt at hyperscalers as AI spending surgesS&P Global warned that hyperscalers could be carrying more AI related debt than currently visible through financing structures linked to da...