As the artificial intelligence era moves from experimentation to massive infrastructure deployment, investors are comparing Advanced Micro Devices (AMD

SK Hynix's U.S.-listed ADRs climbed more than 12%. Micron shares gained 4.67%. AMD rose 1.13%. Arm and Marvell each advanced about 2%.

Hero MotoCorp reports Q2 FY27 net profit up 42% YoY to ₹1,861 crore and revenue up 23.4% to ₹14,970 crore, driven by strong scooter and electric momentum.

Consolidated net profit rose 133.4% YoY to ₹2,686.61 million. Total revenue from operations increased 89.6% YoY to ₹8,870.11 million. Commissioned ~2.1 GWh BESS, raising total installed capacity to ~5.2 GWh. Revised FY27 BESS commissioning target upward to 12+ GWh. Credit rating upgraded to CRISIL AA-/Positive; net debt/EBITDA improved to 3.6x.

Operating profit approached $63 billion. Demand for AI memory was strong.

Sify Technologies reported a net profit of ₹4 crore for the quarter, reversing a loss in the same period a year earlier. Its data centre operational capacity stood at 136 MW.

Polymarket contracts on the timing of Anthropic's IPO drew $6 million in trading volume. The IPO could value Anthropic at between $1.5 trillion and $2 trillion.

The cash offer is $7.35 a share. That is about a 20% premium to Tuesday’s close. The stock rose nearly 17% at one point after the news.