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
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
Alphabet, Amazon tap overseas debt markets to fund AI infrastructure pushAs the race to dominate artificial intelligence heats up, major technology firms are escalating their borrowing. Alphabet plans to launch i...
11 May, 2026, 11.19 PM IST
Mayuresh Joshi's top picks: Chemicals the dark horse, underweight on ITIndian markets delivered strong earnings, but opportunities vary. Autos show stable demand with input cost risks. Chemicals are a potential...
06 May, 2026, 02.07 PM IST
MU stock hits intraday record high today: Will Micron's market cap cross $700 billion for the first time? Here's what investors are watchingMicron stock price today: Micron Technology's stock is soaring, hitting an all-time high and nearing a $700 billion market cap. This surge ...
05 May, 2026, 10.26 PM IST
US stock market concentration risk hits extreme levels: AI stocks surge to 45% of S&P 500 market cap in 2026— can $1.4 trillion AI-linked debt sustain this historic dominance?US stock market concentration risk hits extreme levels: AI stocks now dominate S&P 500 market cap at a record 45% level in 2026, reflecting...
24 Apr, 2026, 07.23 PM IST
Glade Brook in talks to join Sarvam’s funding; AI startup may hit $1.5 billion valuationUS-based Glade Brook Capital is in discussions to invest $20-25 million in Sarvam AI's $320-350 million funding round, valuing the AI start...
20 Apr, 2026, 06.00 AM IST
ETMarkets Smart Talk | AI boom driving Indian family offices to global markets; US offers richer playbook: Amit GoelIndian family offices are increasingly looking beyond domestic markets as the global AI boom reshapes investment strategies. Limited pure-p...
16 Apr, 2026, 11.10 AM IST
AI juggernaut rumbles on even as markets whipsawThe artificial intelligence sector continues its strong financial growth. Despite global tensions, significant funding is flowing into AI i...
12 Apr, 2026, 06.24 PM IST
Big Tech puts financial heft behind next-gen nuclear power as AI demand surgesBig Tech companies are injecting funds into new nuclear technologies. This is to power energy-hungry AI data centers. Firms like Meta, Amaz...
10 Apr, 2026, 04.26 PM IST
Falling trust in America is a Pandora’s box for the global economyThe TACO trade, a bet on Trump backing down from market-rattling actions, seems outdated as his Iran war and global policy shifts create un...
09 Apr, 2026, 07.09 PM IST
Meta, Alphabet join credit-risk index as AI hedging demand soarsHyperscalers are tapping global debt markets at a record pace to fund artificial intelligence infrastructure. That’s helped fuel a surge of...
21 Mar, 2026, 12.22 AM IST
Analysts revise AI hyperscaler debt forecasts after Amazon bond saleHyperscalers are expected to significantly increase debt issuance this year to fund massive data center expansions for AI. Following Amazon...
17 Mar, 2026, 11.44 PM IST
AI bubble fears are creating new derivativesDebt investors are increasingly concerned about major tech companies taking on significant debt for AI development, leading to a surge in c...
16 Feb, 2026, 05.45 AM IST
Alphabet bonds' lack of guardrails highlights investor confidenceGoogle parent Alphabet raised $31.51 billion across U.S. dollar, sterling and Swiss franc bond markets in a global bond raise on Monday and...
15 Feb, 2026, 09.54 AM IST
Alphabet bonds' lack of guardrails highlights investor confidenceAlphabet's recent $31.51 billion global bond sale highlights strong investor demand for AI hyperscalers, but raises concerns over a lack of...
14 Feb, 2026, 08.47 AM IST
AI hyperscalers will drive higher US corporate bond supply in 2026, analysts sayWhile pent-up M&A activity and a need by companies to refinance existing debt will likely contribute to higher overall corporate bond issu...
16 Jan, 2026, 08.32 AM IST