US Stocks: Oppenheimer makes rare cuts to top US investment banks, backs alternative asset managersOppenheimer has downgraded major U.S. investment banks like Goldman Sachs and Morgan Stanley, citing limited upside despite a positive envi...
Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycleSouth Korean tech giants Samsung and SK Hynix are investing billions in AI chip production, a move lauded by President Lee Jae Myung. While...
Pankaj Tibrewal sees stronger top-line growth driving India's next earnings cycleIndian companies are poised to navigate input cost pressures and sustain growth, with the upcoming earnings season expected to be the next ...
PFC-REC merger: Which stock should you buy before the mega deal creates Rs 11 lakh cr power financing giantPower Finance Corporation (PFC) and REC's boards have approved a merger, creating India's largest power financing institution with a Rs 11 ...
'Higher-for-longer' aluminium cycle to lift producer stocksIndian aluminium giants Vedanta Aluminium and Hindalco Industries are poised for significant gains, with analysts predicting around 20% gro...
Proverb of the day: ‘The world is a circle, but to the eye it appears as a straight line’ - A timeless lesson on perspective and perceptionLife often feels like a dead end, but our limited vision misinterprets chapters as the whole story. Today's profound proverb of the day rev...
Enterprise SaaS becomes 'condition for survival' in Indian BFSI as demand outpaces frictionFinancial services in India are embracing Enterprise SaaS as a survival necessity, driven by regulatory demands and customer expectations. ...
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...
Best German Proverb of the day: "Peace creates wealth, wealth creates arrogance, arrogance brings war, war brings poverty." A life lesson on the price of prideBest Proverb of the day: The German proverb "Peace creates wealth, wealth creates arrogance, arrogance brings war, war brings poverty" illu...
Micron joins rivals pitching AI deals as cure for memory's boom-bust cycleMemory chip giants like Micron are forging long-term "take-or-pay" deals, securing billions from customers like Nvidia to ensure consistent...
Psychology says people who feel insecure about other people's success may not be jealous, they may be trapped in the comparison cycleWhy do some people feel uncomfortable when others achieve success? Psychology suggests social comparison, self-esteem, scarcity thinking an...
In 1991, 8 people shut themselves for 2 years inside an airtight Arizona dome, and the walls quietly swallowed their oxygen for 475 days before anyone figured out whyEight individuals entered Biosphere 2 in 1991, aiming to live in a self-contained ecosystem for two years. Unexpectedly, oxygen levels plum...
US Stocks | Nasdaq futures surge 2% as chip outlook calms AI jitters; inflation data awaitedIndian markets are set for a positive opening as US futures surged, led by a 2.24% jump in the Nasdaq. Memory chip giants Micron and Qualco...
NFO: 5 mutual funds and 1 SIF are currently open for subscription. Check detailsFive mutual funds and one SIF are open for subscription, covering hybrid, index, life cycle, multi-sector, FoF and multi-asset categories. ...
Capex boom, global sourcing tailwinds fuel textile stock rallyTextile exporter stocks witnessed a significant rally on Wednesday, boosted by positive initiation of coverage from Motilal Oswal Financial...
Power sector stocks regain momentum on rising electricity demand and strong investment cycleRising electricity demand and a strong investment cycle lift outlook for power companies.
NFO Alert: Zerodha Fund House launches 2 target-date Life Cycle fundsZerodha Fund House has launched India’s first target-date Life Cycle Fund series, offering two schemes: 2036 and 2041 maturities. The NFO i...