Amit Khurana backs LTIMindtree, OFSS and eClerx as tactical betsAmit Khurana of Dolat Capital has upgraded India's IT sector, citing depressed valuations and rupee depreciation as key drivers. He believe...
04 Jun, 2026, 01.07 PM IST
Lenskart, Ola’s Q4 scorecards; Visa maze for laid-off techiesLenskart has posted a sharp jump in its March-quarter revenue even as profit dipped marginally. This and more in today’s ETtech Top 5.
20 May, 2026, 08.03 PM IST
Big Tech pours billions into AI while thousands pack their bagsBig Tech's March quarter 2026 earnings reveal a significant AI-driven transformation, with revenue up across the board. Companies are proje...
03 May, 2026, 05.56 PM IST
AI spending boom soars but no returns for big tech giants, warns Jefferies’ Chris WoodRising AI investments by global tech giants are straining cash flows, with capex nearing record levels relative to operating cash flow. Des...
02 May, 2026, 02.42 PM IST
80 seconds of big tech earnings will decide stock market’s fateInvestors await earnings reports from Alphabet, Meta, and Microsoft after trading ends Wednesday. These tech giants' results will guide mar...
29 Apr, 2026, 04.45 PM IST
US stocks today: Nasdaq, S&P 500 end lower on renewed AI growth worries ahead of big tech earningsU.S. stocks retreated from record highs as concerns over the AI boom and OpenAI's performance weighed on tech shares. Investors are anticip...
29 Apr, 2026, 01.32 AM IST
Asset allocation: Buy smallcap banks, avoid largecap IT, bet on power, consumption: Rakesh VyasRakesh Vyas of Quest Investment Managers sees market volatility as a buying chance. He favors smallcap stocks benefiting from government st...
28 Apr, 2026, 09.00 AM IST
Oracle stock surges 5% - what's driving the bullish sentiment? Key points for investorsOracle stock is rising fast because of its strong push into AI and cloud business. New AI tools, big data center plans, and support from ma...
14 Apr, 2026, 09.59 PM IST
Oracle layoffs: AI pivot triggers 10,000 job cuts in IndiaOracle has cut around 10,000 jobs in India, sources told ET. This is part of a global restructuring affecting 30,000 employees. The company...
02 Apr, 2026, 07.25 AM IST
Oracle Layoffs: Company trims workforce amid rising AI, data centre spends; Indian employees also impactedOracle jobs cut: The Larry Ellison-led company is slashing jobs across cloud and database units. The restructuring is aimed at transitionin...
01 Apr, 2026, 08.32 AM IST
Big Tech giants to spend more on capex than payouts in 2026 amid AI boom: HSBCHSBC predicts big tech companies will boost capital expenditure as AI enters a "megacycle." Despite market concerns, these firms are expect...
26 Mar, 2026, 04.44 PM IST
Oracle Stock Crash: Oracle stock $ORCL plunged 14%, wiping out $105 billion in market value in a single session — what’s next, and will AI stocks sink?Oracle stock crash: Oracle stock $ORCL plunged 14%, wiping out $105 billion in market value in a single session. The drop puts Oracle on pa...
11 Dec, 2025, 09.26 PM IST
Big tech's AI-fuelled debt binge raises risksBig Tech firms are borrowing heavily to fund AI infrastructure. This shift from using cash reserves worries investors. The trend signals a ...
22 Nov, 2025, 07.22 AM IST
Will Moody’s and S&P reclassify Oracle’s bonds as junk debt? Key points investors need to knowOracle’s credit risk is rising fast as its $300 billion AI contracts and massive cloud build-out push debt above $100 billion and toward 4x...
20 Nov, 2025, 07.20 PM IST
Oracle stock soars after revealing massive $30 billion annual cloud deal in filingOracle shares surged to a record high after an SEC filing revealed a cloud deal projected to generate over $30 billion in annual revenue st...
30 Jun, 2025, 09.54 PM IST
Oracle misses quarterly results estimates on stiff cloud competitionWall Street expectations for AI-linked firms have been high as they bet on the technology to be a strong growth driver in the future. The c...
10 Dec, 2024, 10.10 AM IST
Oracle bets on India to drive Cloud growth storyAddressing the event from a webcast, Mark Hurd, President, Oracle Corporation, insisted that Oracle’s global strategy was to provide custom...
23 Jan, 2014, 11.19 AM IST