US tech giants' AI borrowing could push up Europe's bond yieldsRising AI infrastructure investments are driving US technology giants to tap European bond markets, potentially increasing borrowing costs....
03 Nov, 2026, 11.39 AM IST
Why are Marvell and Lumentum share prices down over $115 billion acquisition?Marvell and Lumentum shares have dropped after Marvell announced that it will be acquiring Lumentum in a $115 billion all stock deal. Marve...
02 Nov, 2026, 07.34 PM IST
Nasdaq Outlook: Is the worst over for AI-fuelled tech stocks?Wall Street’s AI-led rally faced a sharp setback as the Nasdaq recorded its biggest single-day fall since June. Heavy losses in technology ...
02 Nov, 2026, 01.00 PM IST
Besides the bubble, a big AI risk could be growing in the shadowsInvestors are worried about potential financial risks linked to Big Tech's investments in AI infrastructure. The technology sector recently...
31 Oct, 2026, 03.18 PM IST
October ends with a thud for Intel, Reddit, AI stalwartsA fresh test of this year's technology rally sent the Nasdaq composite on Friday to its biggest decline since June. Chipmaker Intel and soc...
31 Oct, 2026, 08.12 AM IST
Nasdaq faces $2 trillion wipeout in October as AI spending fears deepenThe wipeout would amount to slightly more than SpaceX's entire market value. The index has fallen over 5.8% so far in October as the AI tra...
30 Oct, 2026, 09.03 PM IST
Jio & let Jio, India’s crackling telco spaceIndia's Reliance Jio and Bharti Airtel are now among the world's top telecom companies due to significant evolution. The integration of AI ...
30 Oct, 2026, 12.12 AM IST
Gulf AI buffering, but on-streamThe escalating tensions between the US and Iran have hindered the progress of AI infrastructure development throughout the Gulf. While Gulf...
29 Oct, 2026, 12.03 AM IST
AI financing driving private credit growth as refinancing risks rise, Moody's saysThe ratings agency said AI financing needs now extend beyond data-center construction to land, power, semiconductors, graphics processing u...
27 Oct, 2026, 08.20 PM IST
Global bond issuance set to grow at slowest pace in five years in 2027, S&P Global Ratings saysIn 2027, global bond issuance is expected to rise by a mere 2.7%, marking a stark decline compared to this year's growth. According to S&P ...
27 Oct, 2026, 07.42 PM IST
Big Tech’s AI push faces a $1 trillion profit test, says UBSUBS Global Research indicates that major cloud companies must generate an additional $1 trillion in operating profits by 2031. They are exp...
26 Oct, 2026, 02.48 PM IST
Tata Communications to plug Rs 4,350 crore in AI super highwayTata Communications aims to invest Rs 4,350 crore to create 10,000 km of AI-ready connectivity infrastructure across India. The investment ...
26 Oct, 2026, 02.14 PM IST
$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...
26 Oct, 2026, 11.19 AM IST
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...
24 Oct, 2026, 09.24 AM IST
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 ...
23 Oct, 2026, 02.27 PM IST
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 ...
23 Oct, 2026, 02.17 PM IST
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...
20 Oct, 2026, 12.20 AM IST