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
Will BDL, HAL & other defence stocks deliver rocketing returns? Here’s why this brokerage remains bullishIndia’s defence sector is gaining momentum on the back of rising defence spending, localisation, strong order pipelines and growing exports...
04 Sep, 2026, 01.50 PM IST
Dell shares jump 11% after strong AI server demand boosts annual forecastOn Wednesday, Dell Technologies experienced a notable surge in its shares, fueled by booming demand for AI servers. Companies such as Dell ...
02 Sep, 2026, 08.23 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
Next market winners: Jefferies sees potential in data centers as hyperscalers race for AI capacityHyperscalers are accelerating data-centre leasing as power constraints and lengthy development timelines limit supply. North American non-c...
26 Aug, 2026, 10.21 PM IST
The smartphone king Apple killed is back, but not in your pocketBlackBerry has completed a remarkable corporate turnaround after its smartphone business collapsed. The company now thrives by providing se...
26 Aug, 2026, 09.50 PM IST
Your traffic challan stuck for months? Delhi may soon offer an easy way to clear itDelhi is considering empowering nearly 700 officials to dispose of traffic challans as part of an effort to tackle a backlog of more than f...
26 Aug, 2026, 06.02 PM IST
Midcap IT likely to see better H2, AI-led deflation weighs on FY27 growth: Anand RathiIndia's midcap IT services sector could see improved deal conversion and operating leverage in the second half of FY27, but revenue growth ...
24 Aug, 2026, 03.32 PM IST
Horoscope Tomorrow, August 24, 2026: Last Sawan Somwar Brings Major Career, Money & Love Turning Points for These Zodiac SignsHoroscope Tomorrow, 24th August 2026: Tomorrow brings a mix of career expansion, financial opportunities, relationship warmth and practical...
23 Aug, 2026, 11.02 AM IST
Cadence AI cuts chip timelinesSan Jose-headquartered Cadence Design Systems provides electronic design automation (EDA) software, hardware and intellectual property (IP)...
19 Aug, 2026, 06.12 PM IST
From dairy machines to AI factory: L&T is future-proofing its empireLarsen & Toubro is entering a new phase of diversification, using its engineering, infrastructure and financial strength to build technolog...
18 Aug, 2026, 04.00 PM IST
AI writes 86% of Paisabazaar’s new code, but CTO says engineers aren’t going anywhereCTO Mukesh Sharma says AI has helped Paisabazaar increase production releases while allowing the company to tackle a bigger backlog of prod...
17 Aug, 2026, 03.02 PM IST
Schneider Electric Infrastructure shares tumble 12% after Q1 profit plunges 70% YoYSchneider Electric Infrastructure shares fell sharply on Monday after Q1FY27 net profit plunged 70% YoY to Rs 12 crore despite a 5% rise in...
17 Aug, 2026, 12.11 PM IST
Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex raceBig Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 bn in Q2 against j...
15 Aug, 2026, 12.37 AM IST
Black Box Q1 net profit up 18% to Rs 56 croreBlack Box has announced a remarkable eighteen percent rise in profits for the June quarter, attributed to a solid order book and growth in ...
13 Aug, 2026, 02.31 PM IST
CoreWeave boosts 2026 spending plan, beats quarterly estimates on AI demand surgeThe AI cloud company also lifted its targets for 2026 revenue and adjusted profit, banking on a ballooning order book, after its revenue ...
12 Aug, 2026, 05.36 PM IST