AI TRADE INFRASTRUCTURE
Modi, Macron hold bilateral talks in France; discuss AI, trade, infra
Prime Minister Narendra Modi and French President Emmanuel Macron convened in the picturesque setting of Nice, where they laid the groundwork for future collaboration in areas like AI, startups, and trade. Their discussions not only touched on infrastructure and health but also delved into significant global and regional challenges.
CEA Anantha Nageswaran says AI stock valuations definitely in a bubble
India's Chief Economic Advisor V Anantha Nageswaran warns that artificial intelligence stock valuations are a bubble. He believes the narrative around AI's productivity gains and impact on jobs is exaggerated. Global investors have poured billions into AI-linked companies, driving record valuations for firms like Nvidia. Concerns are rising about a potential market correction as investor positioning becomes crowded.
America's shutdown of Anthropic's AI models is not a surprise. And India has seen it coming for 30 years
The US government's export control order on Anthropic's advanced AI models, blocking non-American nationals, highlights a long-standing Indian pattern of adopting foreign technology without developing indigenous alternatives. This "kill switch" event underscores the vulnerability of nations dependent on foreign tech infrastructure, urging India to prioritize strategic autonomy and build its own AI capabilities.
India's technological self-reliance to be on display at VivaTech 2026 in Paris: Jawed Ashraf
India is the AI Partner Country at VivaTech 2026 in Paris. The nation will display its advancements in sovereign AI capabilities and self-reliance. Prime Minister Narendra Modi will deliver the keynote address. This event highlights India's commitment to shaping the future of AI and its global role.
France’s Mistral in funding talks at about €20 billion valuation
French AI startup Mistral AI is reportedly in talks to raise approximately €3 billion ($3.5 billion) at a valuation of around €20 billion. This significant funding aims to bolster its position in the competitive AI landscape against US and Chinese rivals. The company, founded by former Google and Meta researchers, focuses on providing AI infrastructure for European governments and industries.
World's first trillionaire: SpaceX premium debut briefly hands Elon Musk historic status
Elon Musk briefly touched a trillion-dollar net worth as SpaceX shares surged on its Wall Street debut, though his wealth later settled below that mark. The rocket company's IPO positions it among the largest US-listed firms, with Musk reiterating his ambition to take humanity to Mars and beyond.
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SpaceX shares indicated more than 35% higher in shadow trading
SpaceX stock debut is anticipated to be a blockbuster event. Shadow markets suggest a significant price jump of over 35%. This strong debut could set a precedent for future mega-IPOs. Investor appetite for AI and space infrastructure assets is high. A successful launch may impact other major tech stocks and benefit related companies.
ET Alpha Wealth Summit | India's next decade: AI is an enabler, not a threat; investor expectations the real risk: Kailash Kulkarni
India's growth is diversifying beyond single sectors, with trade deals and manufacturing exports emerging as key drivers. Experts at the ET Alpha Wealth Summit emphasized AI as an enabler, not a threat, and highlighted the rapid financialization of savings. However, a caution was issued against inflated return expectations, with a realistic alpha target of 12% deemed excellent.
Signs of worry: Is SpaceX's $75 billion IPO ringing the bell of market top?
SpaceX's upcoming IPO at a staggering valuation is sparking debate. Investors wonder if this massive listing signals the peak of the current technology boom. While some see it as a warning sign, others believe it reflects strong investor appetite for growth assets. The market's future performance may depend on AI investments delivering expected returns.
Marvell names Adobe's Dan Durn as finance chief amid growing AI demand
Durn will take charge at Marvell starting June 15, while Meintjes will remain with the semiconductor company in an advisory role through April 2027 to support the transition.
Why Google is investing millions in electricians, welders and pipefitters in the age of AI
Google is investing $50 million through Google.org to train over 300,000 American workers for skilled trades like electrical work and welding. This initiative aims to address the growing demand for physical infrastructure to support AI and cloud computing, highlighting the critical role of tradespeople in the digital economy.
US stocks | SpaceX IPO draws over $70 billion from retail investors ahead of record stock market debut
SpaceX is gearing up for an IPO that has captured the attention of investors far and wide. With retail investments skyrocketing past seventy billion dollars, investors can expect to snag at least twenty percent of the shares.
US stocks: Oracle shares tumbles 12% as hefty AI spending, debt plans spook investors
Oracle faced a sharp decline in stock prices on Thursday, triggering alarms among investors who are anxious about the company’s escalating debt and spending in the competitive AI infrastructure sector. Engaging in large-scale data center partnerships with industry titans like OpenAI and Meta, Oracle aims to position itself against formidable competitors like Amazon and Microsoft.
Hidden AI India winners add $48 billion on data-center boom
Indian industrial companies are experiencing significant growth by supplying components for data centers. This trend is driven by massive global investments in AI infrastructure. Firms making transformers, cooling systems, and cables are seeing substantial gains. This industrial capex cycle is a major contemporary investment trend. Foreign investors are increasing their stake in these companies.
Explained: Why Oracle shares crashed 10% in extended trading despite earnings beat
Oracle shares fell sharply in after-hours trading despite beating earnings estimates, as investors reacted to aggressive AI spending plans and rising debt concerns. The company’s massive capital raise and infrastructure push raised fears of over-leverage, even as strong revenue growth and bullish guidance highlighted its expanding role in AI cloud infrastructure.
SpaceX IPO: Why Wall Street biggies Chris Wood, others are not impressed with $1.8 trillion listing
Despite significant investor interest, Wall Street experts like Chris Wood and Aswath Damodaran express skepticism over SpaceX's $1.8 trillion IPO valuation. Concerns center on AI hype, overly optimistic market size assumptions, and potential market structure advantages that could artificially inflate demand post-listing.
Kospi tanks 9% in just two sessions! What’s causing bloodbath in 2026’s top market?
South Korea’s KOSPI has plunged 9% in two sessions after a strong 2026 rally, as AI-driven semiconductor stocks face profit booking. Rising U.S. inflation, geopolitical tensions in West Asia and leveraged ETF volatility have intensified the sell-off, raising concerns that the AI-led rally may have outpaced fundamentals.
Oracle's AI spending blows past estimates, raising worries over growing debt
Oracle, which has major deals to build data centers for customers such as Meta Platforms and OpenAI, is working to position itself as a major rival to cloud leaders such as Amazon. com and Microsoft.
Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrends
Saurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His strategy targets turbine manufacturers, chip equipment makers, and industrial distributors, alongside defence and aerospace firms like Airbus, and ultra-luxury brands, driven by distinct megatrends.
Meta to launch America's workforce academy for guaranteed job placement with $115 million first year investment
Meta is launching America's Workforce Academy (AWA), a nationwide program designed to fast-track individuals into long-term careers in skilled trades, backed by an initial USD 115 million investment in its first year. The cost-free initiative supports all participants during their training and guarantees a job for every graduate.
Kospi selloff resumes, tanks nearly 4% as AI unwinding continues; Iran war uncertainty dents mood
South Korean stocks fell sharply on Wednesday, with the benchmark KOSPI dropping up to 3.6%, as semiconductor shares resumed their decline and investor sentiment was hit by a U.S. strike on Iran. The selloff underscored concerns about the market's reliance on a handful of chipmakers that have powered this year's AI-driven rally.
Super Micro Computer to raise $7 billion in equity offerings to meet AI server demand
AI infrastructure firms have seen accelerated demand as tech companies and cloud providers ramp up investments in data centers to support large language models and other AI applications. Last week, Alphabet moved to raise $84.75 billion in upsized equity offerings.
Why did the Nasdaq 100 crash more than 550 points today? US stock market Dow Jones, S&P 500 and Nasdaq plunge into deep red as AI's biggest winners become the market's biggest losers
US stock market crash today: The Nasdaq just delivered a sharp reality check to Wall Street. On June 9, 2026, the tech-heavy Nasdaq Composite plunged 2.17%, losing more than 560 points as AI and semiconductor stocks extended their recent sell-off. The S&P 500 fell 1.22%, shedding over 90 points, while the Dow Jones Industrial Average slipped 0.43%, down about 216 points. The Nasdaq 100 suffered the deepest damage, tumbling more than 750 points from its intraday high as investors rushed to lock in profits from the market's biggest AI winners.
CoreWeave founders have dumped $2.3 billion in stock since IPO
CoreWeave executives and a major investor have sold over $7.8 billion in stock since the company's March 2025 IPO. Despite this, CoreWeave's stock price has more than doubled. The company's co-founders and Magnetar Financial are among the significant sellers. These sales were conducted through pre-arranged trading plans. CoreWeave is experiencing rapid growth in the AI infrastructure sector.
Will India's AI multibaggers face a reality check as global bubble fears test valuations?
India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance computing have seen major gains. Experts question if earnings can justify current valuations. Investors are now focusing on the sustainability of these high stock prices. The AI opportunity remains strong, but careful stock selection and valuation discipline are crucial.
Binance extends pre-IPO perpetual lineup to OpenAI after SpaceX success
Binance is democratizing pre-IPO price discovery with its new Pre-IPO Perpetual Contracts. These products allow eligible users to speculate on the expected valuations of private companies like SpaceX and OpenAI before their public listings, bridging the gap between institutional and retail investors.
Meta funds skilled trades jobs program for AI data center buildout
The cost-free program, America's Workforce Academy, will end in guaranteed job offers to graduates, the company said in a statement. A Meta spokesperson said the program will provide generalist training for data center technicians. Jobs on offer will be full-time roles with general contractors working on Meta's data center buildout.
Sterlite Tech shares slide 5% after rallying 56% in one month. Here's why
Sterlite Technologies shares hit the lower circuit on Monday as a sharp global selloff in AI and technology stocks dented investor sentiment. The decline comes after the stock's stellar 474% rally in 2026 and a 56% gain over the past month, with shares locked at Rs 588.30 on the NSE amid profit-booking and weakening AI optimism.
Hidden AI Winners: Little-known D-Street stocks soar up to 530%
Indian industrial companies are experiencing significant growth by supplying components for data centers. These firms are crucial for building and powering the infrastructure needed for artificial intelligence. Major global tech companies are investing billions in India for AI infrastructure. This trend is creating a strong demand for industrial suppliers, leading to substantial market value gains for these companies.
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