The reversal marks a sharp year-on-year swing. States borrowed ₹ 65,827 crore in November, compared to ₹ 55,006 crore a year ...
Many bears in the market are making parallels between the current artificial intelligence boom and the internet bubble that ...
Stephen Juneau, an economist at Bank of America, said the quiet part out loud: “It’s the only source of investment right now.
Strip away the unearned stigma and you will find an old playbook of vendor financing being rerun at a modern scale. The benefit for investors is a capital-expenditure cycle that can sustain innovation ...
What’s the difference between an economic bubble and an economic transformation? I don’t know, but if either pops, a bunch of ...
Investors are growing uneasy that the rapid rise in public debt used to bankroll AI investments could strain the U.S.
Meta Platforms (META) — the parent of Facebook, Instagram, WhatsApp, and Threads — is a digital empire that mints its wealth ...
Chip designers such as Nvidia, Advanced Micro Devices, and Broadcom remain some of the most popular semiconductor stocks.
A series of insider sales may catch investors’ attention, but the real question is whether BKV’s fundamentals can keep ...
A historic capex surge, thin AI revenues, and extreme index concentration leave investors one disappointment away from a ...
Google's AI investments and strong earnings signal long-term growth. See why GOOG stock is rated a buy despite short-term ...
Wharton Economist Jeremy Siegel says a sudden plunge in the cost of powering AI is a risk, as companies pour billions into ...