China’s AI capex jumps 105% YoY, but Jefferies says US cloud giants face greater risksChinese tech giants sharply increased AI capital expenditure in Q2 2026, driven by inference demand and chip availability. However, Jefferi...
07 Sep, 2026, 03.58 PM IST
ESDS Software extends post-IPO rally, hits 20% upper circuit. Choice Equities sees more upsideESDS Software Share Price: ESDS Software Solution shares extended their post-listing rally, hitting the upper circuit after a strong IPO de...
07 Sep, 2026, 11.19 AM IST
AI fuels low-value cybercrimes, use of 'salami slicing'The rise of low-value cybercrimes is alarming, as scammers increasingly focus on individuals rather than systems. Driven by AI and the digi...
05 Sep, 2026, 08.12 AM IST
Can Big Tech’s $1-trillion AI bet pay off? Jefferies explains why it remains bullishJefferies remains bullish on Big Tech’s $1-trillion AI investment despite near-term financial pressure. Rising customer backlogs, strong cl...
04 Sep, 2026, 04.44 PM IST
Nvidia buying artificial intelligence platform Hugging Face for $13 billionJensen Huang wrote in a blog post Thursday that more than 18 million developers, researchers and creators use Hugging Face to share more th...
04 Sep, 2026, 12.56 PM IST
Is AI boom hiding growing US risks? Nomura warns dollar asset concentration leaves global markets vulnerable to AI shocksNomura warned that the AI boom may be masking growing US risks, as heavy global exposure to dollar assets leaves markets vulnerable to an A...
04 Sep, 2026, 12.04 PM IST
Sterlite Tech shares hit 5% upper circuit as firm targets Rs 20,000 crore revenue by FY29 amid booming AI demandSterlite Technologies shares hit a 5% upper circuit after unveiling ambitious FY29 growth targets, including Rs 20,000 crore revenue and gl...
04 Sep, 2026, 10.41 AM IST
US Market: Rising R-star adds to pressure on US Treasury yields as AI investment, borrowing lift demand for capitalUS Treasury yields are rising partly on expectations that R-star, the economy’s neutral interest rate, may be structurally higher. Heavy go...
04 Sep, 2026, 10.26 AM IST
South Korea says chip investments under discussion with US amid tariff concernsThe presidential official was responding to a question about whether planned tariffs on chips flagged by U.S. Commerce Secretary Howard L...
04 Sep, 2026, 09.58 AM IST
US stocks today: Dow soars 600 pts, S&P, Nasdaq over 1% as Fed governor Waller's remarks ease rate hike fearsUS stocks rallied over 1% on Thursday as Fed Governor Christopher Waller's comments eased rate hike fears ahead of the US jobs report. The ...
04 Sep, 2026, 01.46 AM IST
Global Market: Data centre boom fuels demand for power, cooling equipment suppliersThe global AI data centre boom is creating fresh opportunities for power and cooling equipment suppliers as developers race to overcome inf...
02 Sep, 2026, 01.49 PM IST
Not just Nvidia: These power and cooling firms are riding the trillion-dollar data centre boomGlobal data centre construction is accelerating to meet AI demand, and power and cooling equipment suppliers are seeing significant order i...
02 Sep, 2026, 11.51 AM IST
Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boomMcKinsey forecasts nearly $7 trillion in data-centre investment globally by 2030; Nvidia last week said it expects AI spending to remain ro...
02 Sep, 2026, 07.42 AM IST
Struggling GoPro sells majority stake to optical maker Starman for $285 millionStarman Optical will acquire struggling GoPro for $285 million in cash. This deal aims to repay GoPro's debt and navigate market challenges...
01 Sep, 2026, 09.31 PM IST
Anthropic signs $35 billion cloud deal with Nvidia-backed LambdaAnthropic has signed a cloud-computing deal worth $35 billion with Lambda, a cloud provider backed by Nvidia, for a Texas data centre. The ...
01 Sep, 2026, 04.27 PM IST
Global Market: AI hardware demand powers Asia’s manufacturing growth in AugustAI hardware demand helped sustain manufacturing growth across several Asian economies in August, with China, Japan and South Korea recordin...
01 Sep, 2026, 10.40 AM IST
Indian IT companies may see growth recovery from FY27 as AI spending shifts to enterprise adoptionIndian IT firms anticipate robust growth starting FY27. Global technology spending will shift towards AI deployment and integration. This t...
31 Aug, 2026, 02.08 PM IST