AI STOCKS VS INFRASTRUCTURE STOCKS
AI stocks rise as Anthropic nears Wall Street debut amid investor caution
A successful flotation by a pure-play AI giant such as Anthropic could reshape how markets value parts of the booming industry, including chipmakers and related infrastructure companies, analysts have said.
Why is Verizon stock down today? Verizon Communications Inc share price falls at US Stock Market
Verizon now expects to add between 1.1 million and 1.2 million postpaid phone subscribers this year compared with earlier projections of 750,000 to 1 million.
Meta eyes record $95 billion equity raise to fund AI expansion
The Facebook parent has launched public offerings worth about $35 billion in common and preferred stock, and said it also plans to launch a separate at-the-market share sale program worth up to $60 billion.
Musk's warning hits neocloud stocks as debt concerns mount
Shares of neocloud companies have fallen significantly amid concerns about consolidation in the sector. Elon Musk warned that many neoclouds may face closures as they struggle with heavy debt burdens. Research firm Gartner suggested that a high percentage of these companies could cease operations by 2032. Investor anxiety has increased due to mounting losses and a heavy reliance on AI spending.
Meta launches $35 billion stock offering to fund AI expansion
Meta Platforms has kicked off public offerings nearly reaching $35 billion as part of its ambitious AI expansion strategy. The tech giant also plans to roll out a significant share sale program, potentially worth up to $60 billion, in the near future. These efforts are aimed at bolstering its investments in AI infrastructure and data centers.
5 stocks with consistent score improvement and upside potential of up to 30% in 1 year, according to analysts
When the profit a company is expected to earn gets marked down, the price the market will pay for its stock has to come down too. That has not quite happened, which is why valuations are still high in many parts of the market. So, don’t assume all the damage is already done just because the market has had a few bad days.
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Sinking profits turn China’s $3.5 trillion rout into trap
Chinese stocks are experiencing a significant selloff resulting in a loss of $3.5 trillion since May. Increased competition and declining demand have negatively impacted corporate profits across various industries. Many companies, including major technology firms, are under financial pressure, prompting them to seek additional funding. The third-quarter earnings reports have shown disappointing results, highlighting ongoing profitability concerns. Analysts remain cautious about the potential for economic recovery as consumption remains weak.
Why US stocks are falling: Dow Jones crashes over 700 points as AI selloff, SpaceX fears hit markets
US stocks experienced a decline as AI related shares continued to selloff significantly over the week. The Dow Jones Industrial Average fell markedly, affecting overall investor sentiment in the market. Concerns regarding competition from SpaceX led to drops in major telecom stocks such as AT&T and Verizon. Meanwhile, energy stocks achieved record highs as oil prices rose amid ongoing supply concerns.
AI stocks: Midterm elections could threaten AI trade as data center backlash grows
Public opposition to US data centers and the November midterm elections could reshape AI infrastructure investment. Increased regulatory scrutiny, rising electricity costs and construction delays may pressure technology stocks, utilities and power infrastructure companies, despite continued strong AI spending.
Jio’s mega public issue puts India’s AI companies in the spotlight; see who are the potential IPO candidates
The interest in India’s AI firms comes at a time when such companies are attracting increasing private investment and some are beginning to consider stock market listings. Jio itself is looking to target growth beyond telecom through AI, cloud, and satellite communications.
These large-, mid- and small-cap stocks can give more than 20% return in 1 year, according to analysts
There is really no doubt about what will happen in the short term. It is going to be tough. Trying to guess the exact day when things will improve is a waste of effort. But a frightened market is exactly when it helps to look the other way. Because markets go too far in both directions, not only the one that is hurting today.
Christopher Wood swapped Nvidia for a Greek infrastructure stock. The bet is paying off
Jefferies’ Christopher Wood replaced Nvidia with Greek infrastructure company GEK TERNA in his global long-only equity portfolio in October 2025. Since then, GEK TERNA has gained 65% in US-dollar terms, compared with Nvidia’s 15%. The shift reflects Wood’s preference for infrastructure, fiscal reform and improving economic fundamentals over crowded AI trades.
Neocloud short sellers rack up $6 billion as AI debt fears deepen
Short sellers betting against US neocloud and data centre companies have made about $6 billion in paper profits this month as AI debt fears trigger a sharp selloff. CoreWeave, Nebius, IREN, Applied Digital and Core Scientific face heavy short interest, highlighting growing concerns over debt-fuelled AI infrastructure spending.
Meta stock price: Why are Meta shares down today? Facebook, Instagram parent may witness USD 50 billion wipe out from company's market value despite strong quarterly revenue
Meta share price: Facebook, Instagram parent is spending heavily to support its AI plans, with an expected annual capital expenditure forecast between $135 billion and $145 billion.
Meta falls as investors balance Muse growth with rising AI costs
Shares of Meta Platforms fell about 3% in premarket trading on Thursday, as investors weighed the benefits of the company's fast-growing AI agent business against the mounting costs of funding its ambitious AI expansion.
Meta falls as investors balance Muse growth with rising AI costs
Shares of Meta Platforms declined in premarket trading as investors evaluated costs against growth in the AI sector and faced legal hurdles. Despite reporting higher-than-expected quarterly revenue, the company is under pressure from a $25 billion data-privacy ruling. Meta's aggressive investment in AI includes a forecasted annual capital expenditure of up to $145 billion. A significant free cash flow deficit also reflects the costs incurred in its expansion strategy.
Global Market: Japan’s Nikkei falls as chip stocks retreat on AI spending concerns
Japan’s Nikkei slipped as semiconductor stocks retreated amid concerns over the sustainability of AI infrastructure spending into 2027. Tokyo Electron and Screen Holdings led losses, while gains in cybersecurity and IT services stocks limited the broader market’s decline.
US stocks today: Nasdaq leads Wall Street higher as SpaceX, Super Micro lift AI sentiment
US stocks ended higher on Wednesday as SpaceX and Super Micro Computer boosted sentiment around artificial intelligence stocks. The Nasdaq led gains, while strong semiconductor stocks added support. However, weakness in Netflix, AT&T and other communications shares limited the broader advance as investors awaited more major technology earnings.
US Treasury yields slip as AI concerns boost safe haven demand ahead of 20 year auction
US Treasury yields slipped as investors weighed the impact of higher borrowing costs on AI stocks, with the 10 year yield heading for a second straight daily decline. The move came ahead of a $13 billion 20 year Treasury auction, while markets continued to price in a muted chance of a Fed rate hike.
US stocks today: US stocks rise as SpaceX, Super Micro revive appetite for AI stocks
Wall Street opened higher on Wednesday, led by gains in technology and AI stocks after quarterly results from SpaceX and Super Micro Computer improved investor appetite. The Nasdaq gained 0.67%, while the S&P 500 and Dow Jones also rose. Netflix slipped as its outlook disappointed investors.
Piramal Finance shares jump 4% as Q2 profit rises 67% YoY to Rs 545 crore, NII jumps 35% YoY
Piramal Finance shares rose nearly 4% after Q2 FY27 net profit surged 67% year-on-year to Rs 545 crore. Assets under management grew 24%, while retail disbursements increased 34%. The company strengthened its capital base, expanded AI adoption, improved operational efficiency, and appointed former SBI Chairman Dinesh Kumar Khara as Independent Director.
Global Market: South Korean shares jump 3% as chipmakers rally on strong exports, AI demand
South Korea’s KOSPI surged 3.03% after hitting a six-month closing low, supported by a rally in chipmakers, record semiconductor exports and optimism over sustained AI infrastructure demand. Foreign investor buying also aided the rebound.
US stocks today: US stocks gain as healthcare stocks hit record high, oil prices fall
Wall Street's main indexes saw increases driven by a rally in healthcare stocks that reached record highs. Easing oil prices contributed to a recovery from the previous week's technology led selloff. Major companies like General Motors and Steel Dynamics reported disappointing earnings forecasts, while 3M and Equifax exceeded expectations. Investors are closely monitoring upcoming corporate earnings reports from several high-profile companies.
Korea’s KOSPI crashes another 5% as AI rout deepens; AI bellwether down over 40% from peak
Chip heavyweight SK Hynix Inc. headed for its lowest close since April. Data-center infrastructure company Elice Inc. plunged as much as 32% in its trading debut in Seoul. Both AI bellwethers SK Hynix and Samsung have plunged 35% and 22%, respectively.
US Market: Wall Street’s AI rally faces test as Meta earnings loom
Wall Street’s AI-driven rally faces a crucial test as Meta, semiconductor makers and major companies report quarterly earnings. Investors will scrutinise AI infrastructure spending, profitability prospects, valuations and chip demand. Rising Treasury yields and potential Federal Reserve rate hikes add uncertainty, raising questions about the sustainability of technology-led market gains.
Rising borrowing costs signal funding risks for global AI expansion: Jefferies report
As the financial markets grapple with emerging pressures, substantial investments in artificial intelligence infrastructure are evident. Companies like Oracle and CoreWeave are facing heightened credit risk, indicating struggles with borrowing amidst rising financing costs. Investors need to keep a close eye on credit spreads to gauge the viability of AI project funding.
Rising borrowing costs signal funding risks for global AI expansion: Report
Financial markets are facing elevated credit risks, particularly for firms operating in the artificial intelligence infrastructure sector. A recent Jefferies report highlights stringent borrowing conditions, which have raised alarms for future AI investments. Companies such as Oracle and CoreWeave are seeing increased credit spreads, driving up borrowing costs. While funding for AI initiatives remains steady, potential growth slowdowns may pressure companies.
5 stocks with consistent score improvement and upside potential of up to 29 % in 1 year, according to analysts
Look at how the market treated the stock of a large FMCG stock – one the best wealth creators of the past – just because it mentioned the risk of rising input costs. It shows what the underlying sentiment on the street is like.
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