Applied Digital signs $5.2 billion AI data center lease with US hyperscalerMajor technology companies are raising their spending on data centers to support powerful artificial intelligence models, boosting demand...
09 Jun, 2026, 08.35 AM 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
Tech stocks dive as Fed bets rattle AI rallyAsian markets are experiencing a significant downturn. High-flying semiconductor stocks are bearing the brunt of the selloff. This follows ...
08 Jun, 2026, 09.51 AM IST
ED's Parimatch heat reaches Zepto; SPC's India deeptech pushZepto has come under the ED's scanner as part of its probe into Parimatch. This and more in today's ETtech Top 5.
05 Jun, 2026, 07.33 PM 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
AI, data centre boom powers these 9 stocks up to 477% in 2026. Can you still join the party?India's data centre industry is experiencing a multi-year growth phase, fueled by digitalization, cloud adoption, and AI demand. This surge...
03 Jun, 2026, 08.58 AM IST
SpaceX, OpenAI windfall fuels bets on next-wave Asian AI winnersAnticipating significant capital raises from tech giants like SpaceX and OpenAI, investors are shifting focus to Asian supply chain compani...
31 May, 2026, 11.48 AM IST
Dell stock skyrockets on AI demand: Can Dell become the next AI infrastructure giant as Wall Street rushes into Dell shares?Dell Technologies shares jumped nearly 40% after AI server demand exploded, shocking Wall Street. The Dell stock rally came as AI server bo...
29 May, 2026, 05.55 PM IST
Anthropic raises $65 billion, now valued at $965 billionAnthropic said on Thursday it has raised $65 billion in a series H funding round, valuing it at $965 billion post-money.
29 May, 2026, 11.32 AM IST
French AI firm Mistral announces deals with BMW, AirbusFrench AI company Mistral is forging new alliances with automotive giant BMW and aerospace leader Airbus. These collaborations aim to expan...
28 May, 2026, 07.01 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
Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts belie...
28 May, 2026, 10.41 AM IST
ETMarkets PMS Talk | A 'private equity approach' to public markets has driven our investing success for 15 years: Sameer ShahValueQuest's Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying t...
28 May, 2026, 09.15 AM IST
Nvidia stocks jump in pre-trading as CEO Jensen Huang reveals inside information for investors. Details hereNvidia expects revenue of $91 billion, plus or minus 2 per cent, compared with estimates of $86.84 billion, according to data compiled by L...
21 May, 2026, 03.42 PM IST
US Stock Market: AI spending boom fuels Nvidia growth, but Wall Street seeks long-term visibilityNvidia reported blockbuster first-quarter results, driven by a surge in data center revenue and strong future projections, including an $80...
21 May, 2026, 09.48 AM IST
Nvidia Q1 earnings report preview: Can NVDA beat AI chip rivals AMD, Amazon, Google, and Cerebras again? The AI giant faces its most critical Wall Street moment of the yearNvidia Q1 earnings report: With $78.75B in expected revenue and rising competition from AMD, Cerebras, Amazon, and Google, Nvidia's Q1 FY20...
20 May, 2026, 09.18 PM IST
Nvidia to announce Q1 earnings tonight. What to expect and why there could be a $350 billion price swingAll eyes are on Nvidia’s April quarter earnings as investors assess whether the AI chip giant can sustain its explosive growth momentum. St...
20 May, 2026, 01.00 PM IST