FIIs now backing India's consumers, not capex: July data reveals major rotationForeign investors returned to Indian equities in July, but their buying reflected selective, defensive positioning. Consumer services, heal...
Jefferies' Chris Wood sells HDFC Bank, PB Fintech shares to buy 2 new stocksJefferies' Christopher Wood is reshuffling his India long-only model portfolio, dropping HDFC Bank and PB Fintech's PolicyBazaar in favor o...
Chris Wood warns AI capex binge may burn billions as markets turn against Big Tech spendingWood’s long-standing view is that the “hyperscalers will end up blowing a lot of money on their capex binge” and that AI could resemble the...
Why Jefferies’ Chris Wood, billionaire John Paulson say gold’s long term bull market is just getting startedDespite gold's recent pullback from record highs, Jefferies' Chris Wood and billionaire investor John Paulson believe the long-term bull ma...
Losing Wall Street binge premium! Why are Netflix shares in a freefall this year?Netflix shares have slumped despite higher revenue and profit as investors worry about slowing growth, weaker guidance and rich valuations....
Chris Wood warns of massive capital destruction in US as China challenges AI boomJefferies strategist Chris Wood warns that the AI infrastructure boom could trigger massive capital destruction as cheaper Chinese open-sou...
FIIs just pumped $3 billion into Indian stocks as brutal selloff ends. Here's what they are buyingForeign investors have injected nearly $3 billion into Indian equities recently. Financial services and consumer services attracted signifi...
After record $29 billion selloff, FIIs buying India again. Chris Wood explains whyAfter a record $29 billion foreign selloff, FIIs have turned net buyers of Indian equities in July. Jefferies' Christopher Wood says the ea...
Wall Street banks are having their best trading year since 2009. Does that mean a crash is coming?Wall Street banks are on track for record trading revenue, driven by AI investing, dealmaking and active markets rather than crisis conditi...
Will Google be Berkshire CEO Greg Abel's best stock pick after predecessor Warren Buffett's Apple bet?After taking over the reign as Berkshire Hathaway CEO in January this year, Greg Abel began putting the company’s record cash pile of nearl...
Warren Buffett's successor puts record $400 billion cash pile to work. What's he buying?Greg Abel has started deploying Berkshire Hathaway's record cash pile after taking over as CEO from Warren Buffett. With nearly $400 billio...
Explained: Why did Samsung shares crash 10% even after tech giant forecast 19x jump in profitSamsung Electronics shares plunged 10% despite forecasting a 19-fold jump in second-quarter profit, as investors worried the AI-driven memo...
Jefferies' Christopher Wood warns Microsoft, Meta, and Alphabet AI spending may backfireJefferies strategist Chris Wood has warned that Wall Street's hyperscalers risk massive capital destruction from excessive AI spending, arg...
Non-AI Nifty suddenly beating Nasdaq, South Korea & Taiwan bourses: Is the global tech trade finally reversing?India's Nifty is surprisingly outperforming global tech giants like Nasdaq, South Korea, and Taiwan, marking a potential reversal in the AI...
Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...
Chris Wood’s big warning: The specific risk that will finally trigger the end of AI tradeJefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...
FIFA World Cup 2026: New Zealand disappointed but proud after exitNew Zealand's World Cup campaign concluded with a 5-1 defeat to Belgium, leaving them at the bottom of Group G. Despite the loss, coach Dar...