Wood’s long-standing view is that the “hyperscalers will end up blowing a lot of money on their capex binge” and that AI could resemble the airline industry more than the winner-takes-all economics of the internet era.
Intel shares plunged 30% after the chipmaker issued a weak fourth-quarter revenue forecast and warned of negative cash flow for the year. The warning triggered
The stock market in India has encountered a rough patch, evidenced by the Nifty’s decline of over 11% since last Diwali. However, smallcap stocks have
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