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HYPERSCALERS
Chris Wood warns of massive capital destruction in US as China challenges AI boomJefferies strategist Chris Wood warns that the AI infrastructure boom could trigger massive capital destruction as cheaper Chinese open-sou...- AI investment boom faces growing credit risks as hyperscalers ramp up debt: JefferiesInvestors are now scrutinising massive artificial intelligence infrastructure spending by major tech companies. Hyperscalers are increasing...
- Global Market: Nokia Q2 profit beats estimates on strong AI, cloud demand; raises full-year outlookNokia reported stronger second-quarter earnings, surpassing analyst expectations significantly. Robust demand from artificial intelligence ...
- HFCL to set up Rs 215-crore data centre connectivity products factoryHFCL's board approved a Rs 215 crore investment for a new manufacturing facility. This plant will produce advanced data centre connectivity...
- US Stock Market: Big tech's AI spending boom raises cash flow concerns despite early returnsAmerica's biggest technology companies are beginning to generate meaningful AI-driven revenue, but surging infrastructure spending is putti...
- AI-focused E2E Networks shares hit 5% upper circuit as firm swings to black in Q1, revenue soars 334%AI-focused cloud provider E2E Networks hit the upper circuit after reporting a sharp turnaround in Q1FY27, posting a net profit of Rs 44 cr...
- Analysis-AI investment boom puts Big Tech's free cash flow under pressureBig tech firms are investing heavily in artificial intelligence infrastructure. Their capital expenditures may soon exceed free cash flow g...
- Sterlite Tech shares tumble 27% from June peak after 400% surge in 2026. Should you catch this falling knife?Sterlite Technologies shares have seen a notable correction after a substantial rally. Analysts suggest this pause is normal within a broad...
- Iren shares jump 16% as $2.8 billion AI cloud deals lift revenue targetIREN shares surged after the company secured $2.8 billion in AI cloud contracts and raised its 2026 revenue target. Strong demand for GPU i...
- Prysmian signs €5.5 billion Molex deal in data center pushItalian cable maker Prysmian signed a deal with Molex for fiber optic cables. This agreement is valued up to five point five billion euros ...
- Prysmian signs €5.5 billion Molex deal in data centre pushItalian cable maker Prysmian said on Monday it had signed a long-term agreement worth up to €5.5 billion ($6.4 billion) with Molex, a Koch-...
- Could AI chip boom make ASML Europe's first trillion-dollar firm?After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever...
- Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalersAI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slo...
- Among AI crowd, some investors position for slower hyperscaler spending growthFor most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assump...
- New York won't build big data centers for a year as it weighs energy and climate risksThe move pushes the state into a raging debate over how to regulate the AI industry, as concerns over rising electric bills and environment...
- Google AI Hub ecosystem in Vizag expands with ₹1,008-crore logistics park, 5,000 new jobsA new logistics and light industrial park will support Google's AI Hub in Visakhapatnam. This Ecobox development represents a significant R...
- Data center pipeline faces construction delays, cancellations to mount through 2027: BernsteinGlobal data center capacity faces delays and cancellations until after 2026. Power and supply chain constraints are significantly impacting...
- Will Google be Berkshire CEO Greg Abel's best stock pick after predecessor Warren Buffett's Apple bet?After taking over the reign as Berkshire Hathaway CEO in January this year, Greg Abel began putting the company’s record cash pile of nearl...
- AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley saysMorgan Stanley suggests market gains are broadening beyond semiconductors. Investors may shift focus to AI hyperscalers and other sectors. ...
- Jefferies' Christopher Wood warns Microsoft, Meta, and Alphabet AI spending may backfireJefferies strategist Chris Wood has warned that Wall Street's hyperscalers risk massive capital destruction from excessive AI spending, arg...
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