Tag: spending
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Analysis:Among AI crowd, some investors position for slower hyperscaler spending growth
MILAN, July 17 : The parabolic rally in AI chipmakers has run into turbulence amid concern about valuations and the sustainability of their bumper revenues, with some investors quietly positioning for a slowdown in the near-trillion dollar spending boom that could provide a boon to the hyperscalers footing the bill.
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Why investors are suddenly fleeing Indonesia
Indonesia, one of Asia’s biggest economies, risks losing its emerging-market status as President Prabowo Subianto’s spending plans rattle investors. Will the man who promised to deliver 8% growth rein in his ambitions?
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IBM forecasts preliminary Q2 revenue below estimates as spending shifts to AI
July 14 : IBM’s preliminary second-quarter revenue forecast came below Wall Street estimate on Tuesday, as customers prioritized spending on AI infrastructure, including servers, storage and memory purchases, sending its shares slumping 17 per cent in premarket trading. The results reflect an industry-wide s
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This common shopping habit could derail your budget—here’s how to avoid it
Some promotions can leave you spending more than you planned, even if they feel like a bargain.
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SK Hynix set for marquee US debut in test for AI appetite
July 10 : SK Hynix’s U.S. trading debut on Friday following a $26.5 billion share sale will be a key test of investors’ belief in the durability of the AI boom, coming after a recent pullback in semiconductor stocks.Chip stocks have lost some momentum in recent weeks after a stellar run, partly due to investo
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HSBC drops ‘overweight’ call on EM equities on AI spending fears
July 8 : HSBC closed its “overweight” stance on emerging markets equities on Wednesday, citing increased volatility in Asia and warning that renewed concerns over weaker AI spending could disproportionately weigh on EM Asian markets.EM Asian equities have remained volatile lately, with major technology stocks
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Germany: Record debt and a seismic policy shift
The German government’s draft budget for 2027 includes more money for the military and less for everything else, while debt continues to grow rapidly. The Cabinet has approved it, and now it needs to pass in parliament.
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NATO chief boasts European spending ahead of key summit
Under pressure from Washington, the impetus is on European NATO members at this week’s summit in Ankara to show they can deliver on defense spending commitments.
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Germany: Merz rebukes Trump jab over defense at Baltic event
In a meeting with Baltic leaders, Germany’s Chancellor Friedrich Merz played up Germany’s defense spending. It comes after new criticism from President Donald Trump that Germany is lagging behind other NATO allies.
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Europe is spending billions to rearm, so why the delays?
European countries have been trying to scale up their military capabilities, but their current defense production and procurement model is not fit for purpose, say experts.
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