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AI RALLY
High margin debt! JPMorgan CEO Jamie Dimon fires a warning shot for Wall Street investorsJPMorgan CEO Jamie Dimon warned that record margin debt and hidden leverage across financial markets could increase the risk of a sudden di...- Europe's hot stock markets catch global investors' eyeEurope's stock market is experiencing a robust rally, attracting significant investor interest. Strong earnings growth and improving econom...
- India stages a comeback as AI trade gets crowded: What fund flows revealAs global investors crowd into AI-linked markets in South Korea and Taiwan, India is re-emerging as an anti-AI portfolio diversifier. Moder...
- Is 'Trumpflation' real? Why Wall Street fears this could be a reason for stock market crashWall Street's record rally faces a new test as 'Trumpflation' concerns grow alongside AI-driven pricing pressures. Sticky core PCE inflatio...
- Doximity shares soar 60% after CEO says its AI can outperform AnthropicDoximity shares surged after the healthcare platform highlighted the strong performance of its clinical AI, overshadowing an earnings miss....
- India’s market rally is just getting started: Emkay strategist on IT, smallcaps and sectors to buyWe believe the market is in the early stages of a broader rally. Recent resilience suggests a durable bottom is forming, supported by two k...
- Global Market: SoftBank's AI strategy stays on course despite flat OpenAI valuation in Q1SoftBank reported an 18% decline in first-quarter net profit, though earnings exceeded expectations as strong gains from Intel and ByteDanc...
- Lone warriors! How two mid-tier tech stocks rewarded investors in Rs 10 lakh crore IT crash this yearIndian IT stocks have seen significant value erosion this year. However, Coforge and LTM have shown resilience and growth. These companies ...
- AI boom reshapes emerging markets, but surging volatility tests investor nervesArtificial intelligence has powered a strong rally in emerging-market technology stocks, led by semiconductor giants in South Korea and Tai...
- Why AMD's solid quarterly earnings failed to impress investorsAMD beat earnings estimates and issued strong guidance, but its shares fell as investors sought bigger AI gains, higher margins and stronge...
- US stocks may have more room to rally as earnings, AI spending support marketStrong corporate earnings, sustained AI infrastructure spending and easing valuation concerns have strengthened confidence in the US stock ...
- How LIC minted Rs 21,000 crore in mark-to-market gains by betting against AI panic in 3 top IT stocksLIC gained over Rs 21,000 crore from three top software exporters. This paper profit materialized within thirty-five days after a contraria...
- Global Market Today: Asian stocks drop as AI rally pauses, oil dipsAsian markets experienced a dip on Thursday as Wall Street's recent tech surge showed signs of slowing down. Crude oil prices also fell sli...
- AMD forecasts strong revenue growth on AI chip demand, but investors seek bigger gainsAMD Earnings Report: AMD beat quarterly revenue and earnings estimates while forecasting stronger-than-expected Q3 sales, driven by AI chip...
- Global Market: Japan's Nikkei jumps over 3% as AI stocks rally, upbeat earnings lift sentimentJapan’s Nikkei surged over 3%, led by AI-related stocks tracking Wall Street’s overnight rally. Strong corporate earnings and upgraded fore...
- South Korea’s Kospi climbs 5%, extending two-day rebound: 3 reasons fueling the rally after July selloffSouth Korea's KOSPI surged over 5% on Wednesday, extending its two-day recovery to 7% following a heavy July selloff. The rally was fueled ...
- A crash coming? Ray Dalio warns AI rally looks like 1929 and 2000 bubblesBridgewater founder Ray Dalio warned the AI-driven market rally displays bubble-like traits seen before the 1929 crash and dot-com bust. He...
- What bubble? Amazon enters $3 trillion market cap club, CEO highlights striking AI demandAmazon shares reached a new high, briefly surpassing $3 trillion in market value. This surge followed a strong earnings report and increase...
- Global Market: China stocks rebound on AI, chip rally; Hong Kong shares slipChinese stocks rebounded on Tuesday, led by gains in AI and semiconductor shares, as renewed optimism over the sector and a global technolo...
- Microsoft's AI-Fuelled Rally: 5 reasons Wall Street is bullish againMicrosoft's latest earnings reignited Wall Street's AI optimism as Azure outperformed, cloud demand accelerated and a record order backlog ...
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