Big Tech’s AI switch may dent $20 billion of IT outsourcing revenueThis shift threatens revenues in the high-tech and communications segments of the $315 billion local IT industry as higher efficiencies and...
23 Sep, 2026, 04.37 PM IST
Nvidia's stock is flashing a warning sign as valuation dropsNvidia Corp's stock currently trades at less than 17 times its projected profit for the upcoming year, marking a notable decline from earli...
23 Sep, 2026, 08.38 AM IST
Sify Infinit Spaces hits valuation roadblock ahead of IPOSify Infinit Spaces IPO faces a valuation roadblock as investors offer less. The data centre operator seeks forty thousand crore rupees for...
22 Sep, 2026, 06.52 AM IST
AI could double US GDP growth to 4% next year amid capital hurdles, says Elon MuskThe projection comes at a time when the broader artificial intelligence investment landscape encounters its first major macroeconomic test,...
19 Sep, 2026, 11.37 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
Slow the AI race? Investors weigh the potential costCalls to rein in the development of ever more powerful AI models are fuelling fears over the massive capital outlays in the sector -- and t...
14 Sep, 2026, 07.54 PM IST
Global AI stocks fall as industry chiefs call for slowing developmentAnthropic CEO Dario Amodei, in a lengthy essay shared on X on Saturday, called on AI companies to slow the rate at which they advance model...
14 Sep, 2026, 04.43 PM IST
Apple's surprise price twist for old iPhone models exposes smartphone price painIn the wake of the iPhone 18's debut, Apple has made notable price hikes on its older iPhone models in India. This decision is largely infl...
11 Sep, 2026, 05.45 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
Oracle shares rise as AI cloud backlog beats estimatesOracle shares rose significantly after reporting strong quarterly results. The company secured over thirty billion dollars in new AI cloud ...
11 Sep, 2026, 03.12 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
SaaS is beating the ‘SaaSpocalypse’! CLSA explains what AI means for Indian IT stocksCLSA sees AI widening the gap between SaaS platforms and Indian IT services, favouring Persistent Systems and LTIMindtree. SaaS firms are g...
08 Sep, 2026, 10.28 AM 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
Can Big Tech’s $1-trillion AI bet pay off? Jefferies explains why it remains bullishJefferies remains bullish on Big Tech’s $1-trillion AI investment despite near-term financial pressure. Rising customer backlogs, strong cl...
04 Sep, 2026, 04.44 PM IST
US Market: Rising R-star adds to pressure on US Treasury yields as AI investment, borrowing lift demand for capitalUS Treasury yields are rising partly on expectations that R-star, the economy’s neutral interest rate, may be structurally higher. Heavy go...
04 Sep, 2026, 10.26 AM IST
Bond selloff deepens as inflation, oil prices jolt marketsThe bond market is undergoing a tumultuous selloff, resulting in elevated borrowing costs for potential borrowers. Concerns surrounding inf...
02 Sep, 2026, 09.12 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