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US stocks: Nvidia’s jumbo bond sale draws $85 billion of investor demandNvidia has secured approximately $85 billion in orders for its substantial debt offering, seeking to raise at least $20 billion. This immen...- These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 27%As the market seems to be in comeback mode, it helps to be aware that the best (and probably biggest) wealth creator of the last couple of ...
- Workplace as strategy: Steelcase driving performance beyond designThe Indian workplace is transforming, with companies like Steelcase shifting from furniture suppliers to partners in workplace evolution. R...
- Alibaba bids $1.5 billion for China grocer Pupu in Meituan fightAlibaba is reportedly offering $1.5 billion for Chinese grocery delivery firm Pupu, initiating a bidding war to gain market share from riva...
- Strait of Hormuz reopening to ease oil supply risks for India as US-Iran reach truce dealA "toll free" reopening of the Strait of Hormuz, following a US-Iran ceasefire agreement, promises significant relief for India's crude oil...
- Will peace get a chance, and bulls make a comeback? 5 large-cap stocks with an upside potential of up to 26%A peace deal, if it comes, will not mean the Gulf region has become stable. It will only mean that current tensions have been paused. The k...
- Electronics, pharma and engineering goods lead India's FTA dividend as export engine shifts gearsIndia's electronics sector is poised for significant growth, potentially becoming a manufacturing and export powerhouse. Free Trade Agreeme...
- Call to extend duty cuts on critical inputs soonIndia is set to decide on extending customs duty relief for critical raw material imports beyond June 30. An inter-ministerial panel will r...
- These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 27%, according to analystsWe are in a phase in the US-Israel-Iran war where statements are made, then retracted. And, in a matter of just 48 hours, they are made all...
- Govt raises nearly Rs 20,000 crore through disinvestment, asset sales as West Asia conflict swells subsidy burdenThe Centre has raised nearly Rs 20,000 crore through stake sales and asset monetisation in the first two months of this financial year. Thi...
- Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
- Air India's foundations rebuilt, but aircraft delivery delays hurt growth plans: Campbell WilsonAir India's CEO Campbell Wilson is stepping down. He states the airline has rebuilt its foundations. However, aircraft delivery delays and ...
- India’s quantum opportunity: Turning scale into strategic advantageIndia has a structural advantage in quantum computing. Its size inherently creates challenging optimisation issues, offering a practical te...
- India turns to nuclear power as Gulf risks riseIndia is boosting its energy security. Investments are growing in solar, wind, and nuclear power. Recent geopolitical events highlight nucl...
- AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
- UAE nuclear plant attack 'serious compromise of nuclear safety': IAEAThe head of the International Atomic Energy Agency has declared a recent drone attack on the Barakah nuclear plant in the UAE a serious com...
- Russian President Putin pitches Su-57 stealth jet to India; indicates readiness for co-productionRussia's President Vladimir Putin says Moscow is open to cooperating with India on the Su-57 stealth fighter jet. This includes supplying t...
- Indian Navy expands blue-water capability with 5 new indigenous vesselsThe Indian Navy is set to significantly bolster its maritime security with the induction of five indigenously built platforms this month. T...
- India fights a familiar fear even as it keenly watches new US tariff moveIndia 12.5% new tariff: Indian exporters are watching US tariff reviews closely, hoping that trade talks will protect their market share. A...
- Nomura names GE Vernova, CG Power, 4 others among top plays on India’s decadal data centre opportunityIndia's data centre industry is entering a rapid growth phase, driven by digitalisation, cloud adoption and AI demand, according to Nomura....
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