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Investors should look beyond companies’ spending announcements to how they actually make money from AI, analysts said.
Speaking to CNA at the Bloomberg New Economy Forum in New Delhi, Hitachi Energy’s Andreas Schierenbeck says expanding electricity networks is essential to meeting rising energy needs.
TSMC is expected to report its sixth consecutive quarter of record earnings, driven by surging AI chip demand and technology investments. Analysts forecast a 65% profit increase, while investors await updated guidance amid interest-rate concerns and expanding global manufacturing
It comes as some investors have become concerned about the amount of money being spent on AI infrastructure.
Nomura has initiated coverage on Paytm with a Buy rating and a target price of Rs 2,250, implying an upside of 31%. The brokerage expects EBITDA to grow at a 96% CAGR over FY26-29F, driven by payments, merchant lending, AI-led cost efficiencies and potential UPI MDR revenue. Inte
Nvidia is the dominant supplier of the chips used to train and run AI models.
It’s not clear how much of the AI boom is being driven by real, end-user demand, say academics.
Graduates are increasingly using AI to misrepresent themselves in job applications, research suggests. But some say their peer group has no choice.
European companies appear better equipped to withstand rising oil and gas prices than during the 2022 energy crisis, supported by changing stock market composition, AI-related spending, global operations and stronger risk management. However, a prolonged energy shock could still
Anyone who has spent time on the internet researching goods and doing lengthy price comparisons will be intrigued by developments in the use of artificial intelligence (AI) for agentic commerce. This new form of online shopping involves AI-powered agents – autonomous software sys