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Ep: 1359 | Daily money show | stock market news

52.5K views ยท Jul 28, 2026 ยท 25:22 min ยท Watch on YouTube โ†—
Takeaway

A correction in AI-related share prices does not by itself establish that demand for data-center infrastructure has ended.

Summary

  • Nifty slipped ten points to 23,985 while a sharp global AI-stock selloff pushed South Korea's Kospi down roughly 9-10%.
  • The host attributes pressure to valuation concerns, cheaper Chinese AI alternatives and questions about recovering large AI investments.
  • Indian data-center suppliers including MTAR Technologies and Sterlite Technologies also faced selling pressure.
  • The host separates short-term stock repricing from continuing data-center construction, arguing that equipment and connectivity suppliers may still receive orders even if operators' returns are uncertain.
  • Rising hospital costs are highlighted as a potential driver of health-insurance premium increases, with cited reports suggesting hikes around 10-15%.
AI StocksData CentersHealth Insurance
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