META INVESTMENT
Anthropic IPO to test Wall Street's appetite for AI stocks
Anthropic is preparing for a potential IPO that could value the Claude chatbot maker at up to $1.4 trillion. The proposed $64.4 billion share sale, alongside a separate private placement, could rank among the largest market debuts in history.
Jensen Huang’s Nvidia exit raises fears over the future of AI financing
Nvidia CEO Jensen Huang's reported departure rattled global markets, triggering concerns over the chipmaker's leadership, AI investments and data-centre financing strategy. Nvidia shares tumbled, while Chinese chipmakers rallied amid expectations of potential gains in market share.
Nvidia leadership crisis puts global AI trade under pressure
Uncertainty over Nvidia CEO Jensen Huang’s future has sparked investor concerns about the company’s financial backing of the global AI boom. Reports of alleged personal controversies triggered a share sell-off, while competitors gained. Investors fear leadership changes could disrupt Nvidia’s investment strategy, AI infrastructure funding and broader technology market stability.
Investors worry the AI trade needs Nvidia's Huang and its largesse
Nvidia's shares fell 8% following concerns about CEO Jensen Huang's leadership amidst personal controversies. Investors fear his potential ouster may impact the company's support for AI developments and market strategies. Chipmakers across Asia also experienced declines due to funding risks and demand outlook fears. Despite uncertainties, analysts believe Nvidia's core technology will remain central to AI market growth.
Meta India’s Arun Srinivas on CSAM, AI for small businesses and Muse’s India launch timeline
Meta India Managing Director Arun Srinivas discusses how harmful ads linked to child sexual abuse material slipped through Instagram's review process, the safety measures introduced since then and questions around accountability. In an interview with ET, he also talks about Muse AI's India launch timeline, how small businesses are using AI to create advertisements, Instagram's plans for creators and WhatsApp's growing ambitions in digital payments.
AI boom powers Siemens to record annual profit
German engineering giant Siemens posted record annual profit on Thursday and said it saw growth ahead as the artificial intelligence boom sweeps up European companies in its supply chain. Siemens said it expected further growth in the current business year, guiding for sales growth of between nine and 11 percent across the company as well as broadly stable or higher profit margins at its two biggest divisions.
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Investors worry the AI trade needs Nvidia's Jensen Huang and its largesse
Investors worry that a change in leadership at Nvidia might affect the company’s support for the AI market. Reports of CEO Jensen Huang’s extramarital affairs have led to speculation about his future. As Nvidia’s board deliberates over Huang's fate, the market reacts with cautious sentiment.
Amid layoff season, this Bengaluru company is paying employees to quit and start their own business and return back if things don't work out
Amid layoffs and voluntary buyout offers at global tech companies, Bengaluru-based iD Fresh Food is encouraging employees to quit and start their own businesses. CEO Musthafa PC's entrepreneurship policy offers a partially paid sabbatical, mentorship, access to the company's business network and an option to return if their ventures fail.
Tech layoffs were just the start: 1.6 million more US job cuts could push America toward recession
US technology layoffs have crossed 200,000 in 2026, with Google, Microsoft, Amazon and other major companies cutting jobs. But the bigger concern is whether the trend will spread to retail and financial services, where another 1.6 million job losses could push unemployment higher and raise fears of a US recession.
CoreWeave beats quarterly revenue estimates as AI demand defies growing doubts
CoreWeave reported revenue of $3.66 billion for the third quarter ended September, up from $1.37 billion a year earlier, compared with analysts' average estimate of $3.55 billion, according to data compiled by LSEG.
Nvidia is 7% of the S&P 500, so if you have an index fund or pension, the Jensen Huang scandal is in your portfolio too
Nvidia faces a notable stock decline following the announcement that CEO Jensen Huang is under investigation by foreign intelligence. This situation raises alarms for investors since Nvidia holds a prominent position in the S&P 500. Although the investigation centers around allegations, Nvidia insists that national security is intact. Analysts are apprehensive about how this may influence Nvidia's strategic direction and leadership.
Wall Street brokerages call AI stock selloff overdone, see buying opportunity in tech stocks
Wall Street brokerages Morgan Stanley, UBS and HSBC consider the recent AI stock selloff excessive, maintaining confidence in long-term investment prospects. Analysts expect Nvidia earnings, Anthropic's potential IPO and continued data centre spending to drive market sentiment, viewing regulatory concerns as unlikely to derail the broader artificial intelligence investment cycle.
AI investment cycle may have peaked, Jefferies warns; raises India allocation to 14%
According to a recent Jefferies report, global investment in artificial intelligence appears to be facing a mid-cycle correction. Although US tech giants have ramped up their capital spending, there are growing concerns regarding both financing and profitability. This situation may adversely impact US economic growth. Investors are advised to explore opportunities outside the AI realm, especially in healthcare and biotechnology sectors.
Tech billionaires in Democrats’ crosshairs: Who could face congressional probes? Here’s the hit list
Elon Musk, Mark Zuckerberg, Jeff Bezos and other tech leaders could face congressional investigations as Democrats prepare to take control of Congress in 2027. Their scrutiny could focus on ties to Donald Trump, political influence, AI development, data center expansion and the industry's impact on American jobs and communities.
Why Big Tech companies Microsoft, Google, Meta and others are opting for voluntary buyouts
In response to fluctuating market demands, Meta has rolled out voluntary exit packages in France aimed at workforce restructuring. This initiative is part of a broader trend as tech giants like Google and Microsoft implement similar measures globally to optimize costs. These packages offer employees the choice to depart with financial incentives and transition support, showcasing a more favorable approach compared to traditional layoffs amidst economic uncertainty.
Big tech, green groups in talks over data center guardrails
The "Responsible Data Center Collaborative" counts Google, Meta, Microsoft, Oracle, Amazon, Nvidia and Anthropic among its members, alongside environmental stalwarts the Natural Resources Defense Council (NRDC), World Wildlife Fund (WWF) and Sierra Club.
Meta draws record orders for debut euro bond sale, Bloomberg News reports
Meta Platforms has successfully garnered an impressive €53 billion in investor interest for its inaugural euro bond issuance. With an ambition to raise €9 billion divided into six distinct parts, this move follows their recent $15 billion bond offering in the US market. Citigroup and Morgan Stanley are at the helm of this euro bond sale, with pricing anticipated shortly. As of September 30, Meta's total debt reached $83.67 billion.
ETtech Explainer: Why Meta is raising billions through bonds
Developing AI models and offering AI-powered services requires enormous computing capacity. This involves building data centres, purchasing specialised chips and servers, expanding cloud infrastructure, and securing the electricity needed to run these facilities.
Meta kicks off first euro bond sale in latest test for tech sector
Meta Platforms has initiated a significant bond sale, marking its first offering of euro-denominated bonds aimed at financing its investments in AI and infrastructure development. In addition, the tech giant plans to raise $15 billion through a US dollar bond offering this week. Despite ongoing concerns about growth in the AI sector and regulatory challenges, technology companies continue to pursue funding opportunities.
AMD's OpenAI, Meta chip deals trigger $1 billion quarterly charge
AMD in February agreed to sell up to $60 billion worth of AI chips to Meta over five years, giving the Facebook owner warrants that could let it buy as much as 10% of the chip firm if it meets certain milestones. The deal followed a similar agreement with OpenAI last year, giving the startup the option to buy up to roughly 10% of the chipmaker.
Meta raises $15 billion through bond sale to fund AI infrastructure expansion
Meta Platforms is raising $15 billion through a five-part bond offering to fund its expanding artificial intelligence infrastructure investments. The fundraising highlights the growing reliance of major technology companies on debt and equity markets to finance the global AI race.
AMD forecasts fourth-quarter revenue above estimates on strong AI chip demand
Advanced Micro Devices estimates its fourth-quarter revenue will hit about $17 billion, driven primarily by robust demand for AI chips. Although the company's forecast for adjusted gross margin stands at 55%, it falls slightly short of analyst expectations. A remarkable 97% year-on-year increase in data-centre revenue showcases AMD's growth. However, the company currently faces challenges in sourcing high-bandwidth memory, essential for its AI processors.
Meta raises $15 billion in five-part US bond sale
The tech giant's offering adds to a wave of fundraising as companies raise fresh capital to finance AI data centers, computing capacity and cloud expansion, despite traditionally relying on cash-rich balance sheets to fund growth.
AMD's OpenAI, Meta chip deals trigger $1 billion quarterly charge
AMD in February agreed to sell up to $60 billion worth of AI chips to Meta over five years, giving the Facebook owner warrants that could let it buy as much as 10% of the chip firm if it meets certain milestones. The deal followed a similar agreement with OpenAI last year, giving the startup the option to buy up to roughly 10% of the chipmaker.
Blackstone president says more tech sector fundraising ahead to keep up with AI industry growth
Blackstone President Jon Gray said on Tuesday there would be more global equity fundraising needed to keep up with the enormous likely demand from the AI industry's growth.
Apple beats sales and profit expectations but AI costs weigh on holiday sales
Apple exceeded analysts' expectations for its latest results on Monday when the iPhone-maker said it notched a "revenue record" for the July-September quarter, driven by iPhone sales and services revenue, but increased costs related to AI will drag down margins. This includes primarily the impact of higher memory costs, as well as some costs related to the ramp of Siri AI," Parekh said.
Meta eyes at least $20 billion from potential bond offerings, Bloomberg News reports
Meta is reportedly looking to raise at least $20 billion through a cross-border bond offering to fund its expanding AI infrastructure. The potential debt sale follows its planned $97.5 billion equity fundraising, highlighting how major technology companies are increasingly tapping debt and equity markets to finance their artificial intelligence ambitions.
Musk and Zuckerberg officially adopt Trump’s “super intelligence” label for AI, other tech chiefs yet to follow
In a significant shift, tech giants Elon Musk and Mark Zuckerberg have embraced the term 'super intelligence' to describe AI, following a pivotal lunch with Donald Trump that resulted in a new safety standards agreement. Meanwhile, executives from Alphabet, Amazon, and Microsoft still favor the traditional AI nomenclature in their dialogues.
Nasdaq 100 cracks 5%, wipes out $2 trillion in October as AI spending fears deepen
Investor concerns about the high expenditures on artificial intelligence have intensified amidst rising borrowing costs. Major technology companies like Meta, Alphabet, and Microsoft are increasing their capital outlays to strengthen AI infrastructure. The Nasdaq 100 index has already seen a significant decline of more than 5.8% in October. Analysts predict that global AI infrastructure spending could reach unprecedented levels by 2030.
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