The reversal marks a sharp year-on-year swing. States borrowed ₹ 65,827 crore in November, compared to ₹ 55,006 crore a year ...

With digital usage soaring among businesses and retail users, India’s data centre sector is poised to touch ₹20,000 crore in ...

Explore Jefferies' top 5 defence & power stocks with up to 37% upside— see which companies stand out for strong growth ...

Many bears in the market are making parallels between the current artificial intelligence boom and the internet bubble that ...

Kotak Institutional Equities has a reduce rating on Kaynes Technology with the target price at Rs 6,180. Analysts said the ...

Nvidia forecasts that data center capex could land between $3 trillion and $4 trillion by 2030. One company that's a ...

Discover our 3Q 2025 Co-Investor Letter insights on AI investment strategy, market dynamics, and strong portfolio performance ...

In November 2025, Verizon announced the largest round of layoffs in its history, marking a pivotal moment for both the ...

Analog Devices (ADI) is a top AI infrastructure stock pick with robust Q3 2025 growth and strong, diversified long-term ...

India's capital expenditure is showing optimism, backed by robust spending from the Centre, states, and a revival in ...

From TSMC to SK hynix, every Q3 2025 earnings call delivered the same sobering message, the AI build-out is being throttled by three physical choke points that no amount of 2025 capex can fix fast ...

The AI buildout is creating a highly competitive, winner-take-most race for control of scarce AI infrastructure and platform positioning. In that environment, companies that fail to secure their own ...