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Bank of America Raises AI Data‑Center Forecast to $2.2 Trillion and Puts Server CPU TAM Above $210 Billion

Bank analysts say the rise of agentic AI is changing data‑center architecture so CPUs take a larger orchestration role for hyperscaler deployments.

CXMT Overtakes Tencent as China’s Most Valuable Company

Reuters Poll Sees India Growth Slowing to 6.6% as Investment Wavers and Oil Rises

Alphabet’s Bigger 2026 Capex Lift Sends Micron Higher and Tightens SK Hynix ADR Supply

Buffett Says He Personally Led Berkshire’s Roughly $31 Billion Bet on Alphabet

Microsoft Confirms 4,800 Job Cuts and Publishes U.S. Severance Terms

SK Hynix Files for Massive NASDAQ ADR After Record Q1

Riyaasat Lifestyle Launches Rs 30.77 Crore IPO to Fund Four New Showrooms

Shareholders File Class Action Accusing Microsoft of Hiding Azure Slowdown and AI Costs

Meta Cuts 8,000 Jobs as It Moves Thousands Into New AI Teams

Micron Jumps to a 52-Week High as Cloud Giants Warn of Soaring Memory Costs

América Móvil Posts 25% Profit Gain and Boosts Buybacks as It Weighs Deals

Constellation Energy’s Near-Term Caution Collides With Bullish Long-Run Calls

Micron Draws New Target Hikes on AI Memory Boom as Shares Ease After Big Run

AI Bubble Tops Tail-Risk List as BofA Survey Finds Crowded Gold Longs and Record Dollar Shorts

Alphabet’s 100-Year Sterling Bond Draws Outsize Demand as Multi-Currency Sale Follows $20 Billion U.S. Deal

Energy Transfer Targets $5 Billion in 2026 Capex With 3%–5% Payout Growth as Yield Hits 7.3%

Maruti Suzuki Approves ₹4,960 Crore for Gujarat Land to Enable 1 Million-Unit Plant

Gujarat Kidney Lists With 5–6% Premium After Rs 250.8 Crore IPO

Nebius Leans Into Full-Stack AI Push as Shares Consolidate on Dilution Overhang