Energy shock vs AI boom: RBI should act as and when external shocks push domestic data in a direction, not until thenGlobal growth faces pressure from an energy shock and a tech boom. The energy shock stems from conflict, impacting oil prices and shipping ...
20 Jul, 2026, 11.50 PM IST
Iren shares jump 16% as $2.8 billion AI cloud deals lift revenue targetIREN shares surged after the company secured $2.8 billion in AI cloud contracts and raised its 2026 revenue target. Strong demand for GPU i...
20 Jul, 2026, 08.49 PM IST
Downfall of a Wall Street darling: Why Oracle shares crashed 65% from peakOracle shares have dropped about 65% from their peak as investors shift focus from AI-driven cloud growth to rising capital expenditure, de...
20 Jul, 2026, 06.09 PM IST
Hut 8 signs $9.8 billion AI data centre lease, fully commercialises Texas campusHut 8 signed a second 15-year lease worth $9.8 billion. This agreement fully commercialises their 1-gigawatt Beacon Point campus in Texas. ...
20 Jul, 2026, 04.36 PM IST
ETMarkets Smart Talk | India’s indirect AI play could create wealth in power, data centres and capital goods: Hiren VedIndia's AI boom offers indirect opportunities in infrastructure and power sectors. Foreign institutional investors are shifting allocations...
18 Jul, 2026, 09.38 AM IST
Apple unseats Nvidia to become world's most valuable company as AI bets shiftApple was last valued at $4.88 trillion as its shares held steady, while Nvidia was roughly at $4.86 trillion, following a 3.5% decline. Th...
17 Jul, 2026, 07.11 PM IST
Wall Street banks are having their best trading year since 2009. Does that mean a crash is coming?Wall Street banks are on track for record trading revenue, driven by AI investing, dealmaking and active markets rather than crisis conditi...
17 Jul, 2026, 06.51 PM IST
AI to fuel India's tech services growth; public cloud spending to reach USD 17.5 bn in 2026: ReportIndia's technology services sector is expected to see strong AI-led growth, with end-user spending on public cloud services projected to su...
17 Jul, 2026, 05.49 PM IST
Global Market: AI chip rally faces valuation test as investors rotate towards hyperscalersAI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slo...
17 Jul, 2026, 12.41 PM IST
Among AI crowd, some investors position for slower hyperscaler spending growthFor most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assump...
17 Jul, 2026, 11.30 AM IST
Micron signs deals with Qualcomm, others for AI-powered automobile chip componentsThe agreements come as the industry races to expand manufacturing capacity to meet the booming demand for memory chips due to the rapid a...
17 Jul, 2026, 12.18 AM IST
US probes Samsung for alleged infringement of Netlist's memory-chip patentsUS trade regulators have launched a probe into Samsung memory chips. This investigation follows a complaint alleging patent infringement by...
16 Jul, 2026, 05.59 PM IST
AI-boom fuels 'K' shaped global economic growth: Moody's AnalyticsThe global economy shows K-shaped growth as artificial intelligence advances some sectors. Moody's Analytics predicts a slowdown to 2.5 per...
16 Jul, 2026, 02.27 PM IST
US Stock Market: Wall Street investment banking revival gains momentum as IPOs, M&A fuel deal boomWall Street's investment banking recovery is gathering momentum, driven by a rebound in IPOs, M&A deals and corporate debt issuance. The si...
16 Jul, 2026, 01.44 PM IST
IBM warns AI boom is squeezing software budgets, triggers sector routSoftware investors have long been on edge over fears that AI tools capable of automating routine work could pose an existential threat to t...
14 Jul, 2026, 06.10 PM IST
Korea’s SK Hynix shares make stellar US market debut, rocket 13% on continued AI optimismSK Hynix's U.S. shares surged thirteen percent on their Nasdaq debut. The South Korean chipmaker raised twenty-six point five billion dolla...
11 Jul, 2026, 10.20 AM IST
Taiwan central bank chief warns of AI bubble riskSpeaking at a parliamentary hearing, Governor Yang Chin-long told lawmakers that the AI boom has become a major driving force in Taiwan's ...
09 Jul, 2026, 01.27 PM IST