How to Play the Giant Post-Earnings Rally in Accenture Stock Accenture’s stock surged after better-than-expected Q4 earnings. Barchart · 9h ago
Synopsys shares jump on robust growth outlook, OpenAI and AWS deals Synopsys shares jumped 10% on Thursday after the chip-design software maker forecast fiscal 2027 revenue and profit above analysts' estimates and unveiled deals with OpenAI and Amazon Web Services. The Economic Times · Oct 1
Micron's Earnings Beat Estimates Again as AI Demand Remains High. Its Stock Is Plunging Anyway. The U.S. memory-chip maker reported $54.23 billion in fiscal fourth-quarter revenue and issued guidance above Wall Street expectations. International Business Times · Oct 1
Nvidia Just Approved a $150B Buyback and Bulls Think the AI Trade Is Not Done Yet Nvidia has approved a record $150bn increase to its share repurchase authorisation, taking the remaining capacity to $235bn as management signals confidence in long-term AI demand. International Business Times UK · Sep 29
Micron's 279% Rally May Not Be Over. Baird Says Agentic AI Could Drive Chip Stock to New Heights. The investment firm reiterated its outperform rating on Micron and raised its price target to $1,520 from $1,280, a level that would take the chipmaker into record territory. International Business Times · Sep 28
US Corporate Debt Wall: $4.3 trillion maturities loom from 2027 Around $4.3 trillion of US corporate bonds are set to mature between 2027 and 2031, increasing refinancing pressure as borrowing costs remain elevated. Lower-rated companies face greater risks, while major technology firms are also expected to raise substantial debt for AI infrastructure, potentially intensifying corporate credit supply and financing costs. The Economic Times · Sep 28
Global Market: VLCC rates hit record as Saudi crude flows jump Saudi Arabia’s increased crude shipments through the Strait of Hormuz have pushed ship-to-ship transfer operations in the Gulf of Oman to capacity, tightening tanker availability, lifting freight rates and complicating crude flows to Asian refineries. The Economic Times · Sep 25
French diesel prices top €2.40 a litre as European fuel costs hit records As the Middle East war disrupts global oil supplies and refining costs soar, diesel prices in France have reached record levels, making them among the highest in the EU. Euronews · Sep 21
EU fuel prices hit records as ECB experts see diesel margins peak in October EU petrol and diesel prices hit record highs this week, according to the European Commission. Refining margins—the cost of turning crude oil into fuel—are partly to blame, and prices could remain elevated as ECB experts tell Euronews that diesel margins are expected to peak only in October. Euronews · Sep 19
$46 billion IPO: NSE is the world’s most expensive stock exchange. Can it also become the most valuable? NSE’s Rs 22,569-crore IPO has opened for subscription, valuing India’s largest stock exchange at nearly $46 billion at the upper price band. At 42.9 times FY26 earnings, NSE commands a higher valuation multiple than most major global exchanges, including Nasdaq, CME Group, ICE, HKEX and LSEG. Analysts attribute the premium… The Economic Times · Sep 17
Oracle rises as AI-fueled backlog growth deflects spending worries Oracle shares rose 3% in early trading after a $26 billion increase in its revenue backlog eased concerns over its debt-funded AI spending. Strong earnings and an improving balance sheet also supported the stock, though analysts warned that a meaningful recovery in Oracle's cash flow could still take years. The Economic Times · Sep 11
OpenAI launches ChatGPT for financial services industry The product, ChatGPT for Financial Services, was developed with Morgan Stanley and Evercore as design partners to help shape the offering, OpenAI said in a blog post. The Economic Times · Sep 10
Dell shares jump 11% after strong AI server demand boosts annual forecast On Wednesday, Dell Technologies experienced a notable surge in its shares, fueled by booming demand for AI servers. Companies such as Dell and Super Micro are capitalizing on this trend, with Dell reporting an extraordinary 58% increase in second-quarter revenue, reaching an impressive $47 billion. Additionally, the firm has significantly… The Economic Times · Sep 2
Why are global bond yields surging to multi-decade highs? Global government borrowing costs are reaching multi-decade highs as inflation persists. Bond yields in major economies like the United States and Japan have sharply increased. Renewed oil price gains and substantial government debt add to market pressures. Higher borrowing costs impact households, businesses, and government finances significantly. Investors watch for… The Economic Times · Sep 2
The Economic Times · Aug 31 AI and robotics drive an IPO boom in China as Shein lists in Hong Kong In the latest big stock listing, shares in China-founded e-commerce and fast fashion giant Shein are due to debut Tuesday in Hong Kong in a blockbuster initial public offering raising $1.7 billion, in one of the city's biggest new share sales this year.
The Economic Times · Aug 29 Marvell selloff deepens as investors seek clarity on Google AI deal payoff Marvell has become a market darling fueled by the AI spending boom as Big Tech races to adopt custom chips for greater cost efficiency and performance, powering its shares to nearly triple this year.
The Economic Times · Aug 27 Nvidia forecasts 70% sales growth next year, signals AI spending boom has years left to run "AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue," Nvidia Chief Executive Jensen Huang said.
The Economic Times · Aug 26 Zoom forecasts quarterly profit below estimates Zoom has been rolling out AI tools, including an AI Companion assistant, a meeting receptionist assistant and its suite of enterprise-focused AI features under "Zoom AI Services" to attract more customers.
International Business Times · Aug 21 S&P 500 Earnings Are Surging More Than 50%. AI Is Making the Numbers Look Even Bigger. Companies on the S&P 500 are closing out one of their strongest earnings seasons in years, with part of the extraordinary growth coming from soaring valuations of artificial intelligence companies.
Benzinga · Aug 18 AI's Half-Trillion-Dollar Borrowing Binge Is Competing With Uncle Sam for Bond Buyers Four companies are driving most of the fresh corporate bond supply tied to the AI buildout. Amazon.com Inc. (NASDAQ:AMZN), Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), Meta Platforms Inc. (NASDAQ:META) and Oracle Corp. (NYSE:ORCL) sold about $194 billion of bonds in 2026 through early July, up 79% from roughly $108 billion for all…
The Economic Times · Aug 17 Russia receives Indian gasoline cargo as fuel shortages bite At least one 68,000-tonne cargo of gasoline from India has entered Russia’s domestic market as Moscow responds to fuel shortages caused by Ukrainian drone attacks on refineries. The shipment, loaded at India’s Vadinar port, was discharged at Russia’s Vitino port and is being transported by rail to domestic buyers.
The Economic Times · Aug 13 Diesel prices surpass jet fuel in Europe as global supply tightens European diesel costs more than jet fuel for the first time in over a year. Jet fuel imports to Europe have risen significantly while diesel imports have dropped. Global diesel supply tightened further after Russia banned its exports. This price shift reflects ongoing supply challenges and demand dynamics. Analysts note…
The Economic Times · Aug 12 Nebius beats quarterly revenue estimates as AI demand fuels growth The Amsterdam-based AI infrastructure firm reported total revenue of $582.3 million for the quarter ended June, compared with analysts' average estimate of $572.75 million, according to data compiled by LSEG. Revenue at its core AI cloud business, which accounted for about 98% of group revenue, rose more than 500%.
The Economic Times · Aug 11 Russia's oil exports to Asia via Arctic route start strongly, sources say and data shows Russia is shipping crude oil via its Arctic route faster than last year. Seven cargoes carrying six million barrels are already heading to Asia. This route significantly cuts journey times to China compared to traditional sea lanes. Mild ice conditions and logistical issues elsewhere support these Arctic shipments. Increased oil…
The Economic Times · Aug 7 US stocks: US stocks rise as surprise payrolls decline cools rate-hike fears US stock markets opened higher on Friday after unexpected job losses. The S&P 500 and Nasdaq saw gains at the opening bell. This economic data raised doubts about a September interest rate hike. The Dow Jones Industrial Average experienced a slight decline at the open. Markets reacted to the latest…