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TSMC Set to Log Fourth Straight Record Profit on AI Chip Demand

Thursday’s guidance will signal how confident TSMC is in long-term AI demand.

Meta Pullback Deepens as Wall Street Reassesses AI Spending and $9 Trillion Payout Goal

Google’s TurboQuant Shakes Memory Stocks as Wall Street Counters Fears

Micron Shares Slide As AI Memory Boom Meets Supply Limits and Big Capex

Wall Street Divides on Meta’s AI Spending Plan as Arete Downgrades and Cramer Stays Bullish

AT&T Commits $250 Billion Over Five Years to Rebuild U.S. Networks

Sempra Lifts 2026–2030 Investment Plan to $65 Billion as Earnings Top Forecasts

EnPro Sets 2026 Outlook for 8%–12% Sales Growth as AST Recovery Skews to Second Half

TSMC Sets Record January Sales, Approves $44.96 Billion Budget for AI Capacity

Alphabet’s 100-Year Sterling Bond Draws Heavy Demand as AI Debt Risks Flash

Amazon Doubles Down on AI With $200 Billion 2026 Capex as AWS Growth Holds

Alphabet Raises Nearly $32 Billion in Global Bonds, Including a 100-Year Note, to Fund AI Buildout

Amazon’s $200 Billion 2026 AI-Cloud Capex Sends Shares Down 9% as Targets Are Cut

Broadcom Draws Fresh Buy Calls on AI Momentum After Wi‑Fi 8 Debuts

Oracle Maps $45–$50 Billion 2026 Raise for AI Data Centers as Markets Whipsaw

Meta’s Q4 Beat Triggers Target Hikes as 2026 AI Capex Jumps to $115–$135 Billion

Micron Rides HBM Shortage to Fresh Highs as 2026 Capacity Sells Out

TSMC Rallies to Fresh Highs as AI Boom Deepens and U.S. Eases China-Plant Rules

Vodafone Idea Unit Raises Rs 3,300 Crore in NCDs to Support Capex

Steamhouse India Files Updated IPO Draft With SEBI to Raise Up to Rs 425 Crore