ETMarkets Smart Talk | Capex and consumption may steal the show in Budget 2026: UTI AMC’s Karthikraj Lakshmanan
In this edition of ETMarkets Smart Talk, Karthikraj Lakshmanan, Senior Vice President – Equity at UTI AMC, shares his perspective ...
Monday, August 17, 2026
Tag: capex
Microsoft stock drops 5% as Azure growth slows amid capex surge
It was an earnings report that contained some stunning numbers: Microsoft reported crossing a significant $50 billion quarterly revenue milestone ...
Microsoft Earnings: High Capex Signals Confidence — Now the Numbers Must Deliver
Technical pattern suggests Microsoft’s recent correction may be ending if earnings meet expectations. Azure growth and rising capital spending remain ...
Budget expectations low, says Jefferies; lists defence capex among 8 measures to watch out for
Budget expectations from the upcoming FY27 Union Budget remain “low”, with Jefferies arguing that Finance Minister Nirmala Sitharaman is likely ...
Budget 2026: States seek higher capex aid, GST loss compensation in pre-Budget talks with Sitharaman
New Delhi: States sought greater special assistance for capital investments, and enhanced support to compensate for revenue loss due to ...
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