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Sitharaman ends Budget 2026 speech in 83 minutes. She has created a record by delivering her ninth Budget on the trot.

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A sharp capex rebound is unlikely due to rising pressures from social spending and deficit reduction targets, the brokerage noted.

While the Budget did not announce any major new reform measures, the rating agency said it expects further progress on reforms, particularly on deregulation,...

Finance Minister Nirmala Sitharaman has unveiled a landmark 12.2 lakh crore capital expenditure target in Budget 2026 to sustain India's growth momentum. A...

TSMC posted record fourth quarter 2025 results driven by strong demand for its 3nm and 5nm process families, with a gross margin of 62.3%, surpassing prior...

The Ministry of Coal, through its Central Public Sector Enterprises (CPSEs), had registered a capex achievement of Rs 9,822.28 crore for the period up to...

Alphabet has announced that it will spend $75 billion on its AI buildout this year, 29 per cent more than Wall Street expected, and investors signaled...

Dive into a review of Visible Alpha's expectations as big tech companies Microsoft and Meta prepare to report earnings on Jan. 28.

MOFSL said it sees a clear prioritisation of capex, which should grow at 10.3 per cent YoY and remain close to 3.1 per cent of GDP, with higher allocations for...

Alphabet's AI Capex Surge: A Growth Investor's View on Market Capture