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MARKET OPTIMISM 2025
Nokia: How a forgotten stock from Finland doubled investors wealth in AI comeback storyNokia shares have doubled in 2026 as investors increasingly view the company as an AI infrastructure player. Strong cloud and AI orders, br...
Titan expects gold prices to stay elevated, volatile amid global tensionsTitan anticipates elevated and volatile gold prices due to global geopolitical tensions, impacting short-term jewellery demand. However, th...
When does a country reform?India's recent reforms, including GST and labor code changes, were driven by external pressures, not domestic crises. Historically, India r...
June manufacturing PMI hits 3-month low on weak export & biz ordersThe HSBC Purchasing Managers Index (PMI) compiled by S&P Global fell to 54.2 in June from 55 in May. It stood at 58.4 in June 2025.
The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
RBI flags AI stock boom as financial stability risk, says Indian banks remain resilientIndia's central bank has identified soaring AI stock valuations globally as a financial stability risk, warning of potential market spillov...
US stocks may be headed for a sharp correction, warns Andrew Freris amid AI spending boomMarket strategist Andrew Freris warns Wall Street's rally is built on shaky ground, citing weak earnings and excessive AI enthusiasm. He ad...
US Stock Market: Economic resilience collides with expensive valuations on Wall StreetThe US economy shows surprising strength with robust job growth and consumer spending, yet Wall Street is faltering. Investors are wary of ...
TVS Motor looking ahead with 'measured optimism': CMD Sudarshan VenuTVS Motor Company anticipates a complex yet exciting future, aiming to meet market expectations in India despite potential weather disrupti...
92% of tech executives see AI management as vital work skill by 2031: KPMGAs the corporate landscape shifts toward automated decision-making, 92 per cent of tech executives report that managing artificial intellig...
FM radio: Tuned out of news, tuned into crisis, seeks reformsIndia's FM radio industry faces a crisis, with companies surrendering licenses due to government restrictions and competition from digital ...
Crypto's ETF boom gets $4.5 billion reality check in brutal weekBitcoin ETFs are witnessing significant outflows, with over $1.3 billion withdrawn in the past week as the cryptocurrency's slump deepens. ...
Let sleeping bourses lie: Why the new BJP West Bengal govt shouldn't help resurrect Calcutta Stock ExchangeWest Bengal finance minister Swapan Dasgupta, while presenting the 2026 state budget, said the new BJP government plans to revive the Calcu...
Axis Bank aims to strike optimal balance between growth and margins: MDAxis Bank is poised for industry-leading growth while balancing profitability, according to MD and CEO Amitabh Chaudhry. Despite a dip in n...
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...
Global Market: China's 'future industries' investment boom sparks valuation bubble concernsChina is witnessing a massive surge in venture capital, pouring billions into futuristic sectors like space, quantum computing, and AI. Thi...
Oil, AI and chips: The new resource race redrawing markets and nationsThe leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...
'We are very, very close': US Deputy Assistant Secretary on India-US trade dealIndia and the US are nearing a significant trade agreement, with Washington expressing optimism about concluding the deal soon. This histor...
India’s biggest equity fund makes contrarian bet on IT stocksIndia’s largest actively managed equity fund, PPFAS Flexi Cap, is increasing exposure to beaten-down IT stocks, taking a contrarian view on...
Micron Technology stock price jumps on Monday, shares up nearly 300 per cent for 2026U.S. Stock Market today: Micron Technology shares moved higher in premarket trading on Monday. AI-driven optimism has supported Wall Stree...