India’s energy sector is at a unique juncture. Heatwaves are increasing power consumption across the grid, and hyperscalers are trying to build AI data centers in the country. Are these twin pillars of demand going to help the power companies in the country? Especially when power companies are seen as a proxy for an AI
Artificial intelligence has become the biggest growth story in global technology, but this week’s earnings from Alphabet and Tesla have reminded investors that building the infrastructure behind that boom is becoming increasingly expensive. And, investors are not okay with this. While both companies reported robust revenue growth and highlighted expanding demand for AI-related products and
“Many participants noted that ongoing strong demand for AI infrastructure would likely sustain upward pressure on prices for technology products and electricity.” That line from the Federal Reserve’s June meeting minutes captured a shift that Wall Street is only beginning to price. Artificial intelligence was sold to investors as a productivity revolution. For the Fed,
Science fiction scenarios are slowly becoming reality. OpenAI this week said one of its AI agents autonomously escaped a controlled testing environment, accessed the open internet, and hacked the AI platform Hugging Face. The disclosure has reignited debate over AI safety, autonomous agents, and cybersecurity. Increasingly capable models are beginning to demonstrate behavior that extends
Top flying car stocks such as Joby Aviation and Archer Aviation have tumbled this year, wiping out billions of dollars in market value. Joby Aviation shares have fallen 48% year to date and 60% over the past 12 months, while Archer Aviation has declined 37% and 57%, respectively, despite both companies moving closer to commercial
As central bank policy stabilizes and real estate valuations recalibrate, income-focused investors are increasingly looking toward real estate investment trusts (REITs) to secure durable cash flows. However, capturing reliable passive income in today’s market requires looking beyond raw yield – it demands balance sheet strength, high portfolio occupancy, and clear distribution visibility. Whether anchoring a
Oracle stock rose by 2% in the premarket session as the company reached a deal with the US government in a major win for Larry Ellison, a close friend of Donald Trump. Still, it remains near its lowest level since April 2025. It has fallen by 65% from its all-time high. Oracle reaches a $7
JPMorgan’s Equity Premium ETF (JEPI) has done well in the past few years, with its assets soaring to $45 billion. Its inflows have jumped by over $4.1 billion as investors rushed to buy it for its 8% yield. Still, another little-known fund by Goldman Sachs is making waves. Goldman Sachs S&P 500 Premium Income ETF
SanDisk stock price has slumped into a bear market after falling by 33% from its highest point this year. It dropped to $1,610, mirroring the performance of other memory and semiconductor companies. Still, despite this retreat, analysts are highly optimistic about the company ahead of its earnings release on August 13. Top analysts are bullish
One of South Korea’s most closely watched legal battles has ended with a record divorce settlement, but the implications stretch well beyond the personal lives of SK Group chairman Chey Tae-won and his former wife Roh Soh-yeong. The ruling has renewed attention on the ownership of one of Asia’s most valuable technology groups at a