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HYPERSCALERS AI INVESTMENT
$7.7 trillion AI bet: Can hyperscalers earn enough to justify the spending?Six major hyperscalers are projected to spend $7.7 trillion on AI between 2026 and 2030, but generating adequate returns will be a challeng...- Investments in emerging sectors rise, but bank and NBFC financing remain limited: ReportEmerging sectors like AI, semiconductors, and defence are attracting significant investments while bank lending is limited. The financing p...
- Wall Street Week Ahead: Earnings flood, Fed meeting will test rickety AI market rallyUS stock investors are on the edge of their seats as they anticipate quarterly earnings from tech giants like Alphabet, Microsoft, and Amaz...
- 5 world market themes for the week aheadAn important week is upcoming with central banks like the Federal Reserve and European Central Bank making policy decisions. Major companie...
- US Markets Today: Dow ends 600 pts lower as AI doubts persist ahead of Fed meetUS stocks ended lower after a turbulent week as fresh doubts over the AI trade weighed on sentiment. The Dow fell 1.25%, while the S&P 500 ...
- 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 ...
- Bank of Japan warns of risks from AI market shock, cyberattacks"If expectations regarding the profitability of AI-related investment were to decline, shocks could be amplified, mainly through portfolio ...
- Dragon enters bear cave with $2.4 trillion lost since May peakChinese stocks have recently entered a bear market, resulting in a total loss of $2.4 trillion. Major indexes, including the CSI 300 and Ha...
- Major new US regulation on AI unlikely despite rising political focus: UBS ReportIn the United States, significant regulations on Artificial Intelligence appear improbable, as economic optimism prevails. This technology ...
- India's AI financing demand to shift towards data centres, but GPU, regulatory risks persist: ReportAs India embraces the AI revolution, the sector's growth is bolstered by a surge in internet and smartphone users, alongside a wave of gene...
- 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...
- HFCL Q2 Results: Profit zooms 448% YoY to Rs 394 crore; stock hits 5% upper circuitHFCL reported a 448% year-on-year jump in Q2FY27 net profit to Rs 394 crore, compared with Rs 71.92 crore a year ago. Revenue surged 144% t...
- US Market: Wall Street’s AI rally faces test as Meta earnings loomWall Street’s AI-driven rally faces a crucial test as Meta, semiconductor makers and major companies report quarterly earnings. Investors w...
- Wall Street Week Ahead: As AI rally wobbles, stock market's spotlight turns to earningsInvestor confidence in the market is wavering due to recent declines in AI-linked stocks and semiconductor firms. Upcoming quarterly result...
- AI stock selloff eases as investors buy on dips amid falling bond yieldsA selloff in risky AI-linked stocks eased as buyers returned to technology amid falling bond yields. CoreWeave experienced significant stoc...
- US stocks: AI shares tumble up to 16%, erasing $80 billion as hot US inflation fuels rate fearsAmid rising inflation, major AI firms like CoreWeave and Dell Technologies experienced significant stock price drops, losing around $80 bil...
- AI boom’s funding web could spread losses across global markets, IMF warnsThe IMF reports that global AI investment could induce a significant market correction if expectations are unmet. Economic growth has been ...
- D-Street's proxy AI trade shines in a bleak year for stocksIndia's Nifty 50 index faces considerable challenges this year, with a significant drop since January. In contrast, stocks linked to artifi...
- India's proxy AI trade shines in a bleak year for stocksDespite a notable decline in the Nifty 50 index, Indian stocks tied to artificial intelligence have surged impressively. Key players like o...
- Adani, Jabil sign MoU for AI & data centre equipment JVAdani Enterprises and Jabil are forming a joint venture to manufacture artificial intelligence and data centre equipment in India. This ven...
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