#AI capex
articles
Companies
Renishaw Rides AI Chip Boom to Record Sales as Encoder Demand Surges
The UK precision measurement group posted record annual revenue, a 36% jump in adjusted operating profit and a higher di...
Markets
Aubrey Capital Flags AI Capex Risks; Trimmed Exposure, Eyes India Rotation
Fund manager Mark Martyrossian warns of potential AI infrastructure downturn, citing the Oracle downgrade and China’s ch...
Markets
AI Capex Fears Erase 26% of South Korea's Market Value, Reshuffle Global Rankings
Korea's market cap tumbled to $3.4 tn in a month while Taiwan fell 15%, as AI spending jitters hit chip stocks. India's ...
Companies
SK Hynix Record Quarter Misses Lofty AI Forecasts, Shares Tumble 15%
SK Hynix posted record Q2 revenue and profit but fell short of sky-high analyst estimates, reigniting fears of a slowdow...
Markets
Barclays Warns Earnings and Central Banks Will Set Market Tone as Oil Hits $100
Barclays says strong Q2 results have supported equities but rising oil, bond yields and AI spending doubts are creating ...