The Financial Shift: Big Tech's AI Infrastructure Spending Surge.
Major technology firms are shifting from software developers to infrastructure operators as they engage in a historic capital spending surge to fund artificial intelligence, increasingly relying on debt markets to fuel this growth.
Big Tech’s Massive $725 Billion AI Infrastructure Gamble Hits Corporate Cash Reserves.
Major U.S. tech giants are undertaking a historic $725 billion capital expenditure spree to build AI infrastructure, resulting in a significant reduction in free cash flow to decade-low levels.
Stock Market Experiences Positive Start to the Week Amidst Major Counter Gains.
The All Share Price Index (ASPI) saw a positive start to the trading week, driven by significant gains in major companies including Dialog Axiata, Sampath Bank, and Carson Cumberbatch, with total market turnover exceeding Rs. 2.9 billion.
The Rise of 'Halo' Stocks: Why Investors are Seeking AI-Resistant Assets.
As Artificial Intelligence reshapes the corporate landscape, a new investment theme known as 'Halo' stocks is gaining traction, focusing on companies with tangible, physical assets that are difficult for AI to replicate.












