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Global Markets

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US Midterms, US Midterm elections, US election day, Inflation, interest rates, earnings
US Midterms vs Stocks: What history says could happen after election day

Inflation, interest rates, earnings growth and the durability of the AI-driven capital spending cycle will matter far more than election…

October 9, 2026 05:05 IST
Infosys ADR hit a new 52-week low of $10.28 (AI generated)
US immigration crackdown: Infosys hits 52-week low, Wipro ADR falls 3%

Infosys hits a 52-week low and Wipro ADR drops 3% as US immigration changes, AI worries and uncertainty weigh on…

Updated: October 9, 2026 05:35 IST
Burry's major statement is that the AI boom is part of a larger "capital cycle" (Reuters)
Michael Burry: Anthropic’s valuation equals 78 S&P 500 companies

Michael Burry says Anthropic’s valuation matches 78 profitable S&P 500 companies, warning of AI bubble risks; read what investors face.

Updated: October 8, 2026 21:35 IST
US FED rate hike, FOMC Meeting minutes, inflation, dollar, oil,
Fed Meeting Minutes Takeaways: Hawkish signals, rate hike bets lift yields

The US Fed has released the minutes of its September 15-16 meeting showing every participant backing raising rates by 25…

October 8, 2026 12:49 IST
Samsung AI earnings
Samsung forecasts record $80 bn quarterly profit – What’s fuelling the jump? 

Samsung Electronics forecasts a record quarterly profit of 107.4 trillion Korean won fueled by AI demand, achieving its highest-ever earnings…

Updated: October 8, 2026 11:30 IST
A rise in Treasury yields means investors are demanding a higher return to lend money to the US government (AI generated)
US 10-year Treasury yield hits 5.32%: What is driving the rise?

See why the US 10-year Treasury yield hit 5.32% as inflation worries, oil prices, resilient growth and heavy borrowing pressure…

October 7, 2026 20:25 IST
AI spendings, AI Investments, US bond yields, 10-year US Treasury yield, 30-year yield
AI boom behind 20% of US bond yield surge: What’s driving the rise?

ING estimates that AI accounts for about one-fifth of the recent rise in long-dated bond yields.

October 7, 2026 14:14 IST
Dalio also said Japan has lent “a lot of money” to the US and now wants to take some of it back (Bridgewater Associates)
Ray Dalio warns China, Japan may cut demand for US Treasuries, flags risks of AI bubble

Read why Ray Dalio says China and Japan may reduce US Treasury demand as debt pressures rise and AI funding…

October 6, 2026 20:49 IST
Nasdaq 100 gainers and losers today, Nasdaq 100 ytd performance, Nasdaq 100 ytd return, Nasdaq 100 losers, Nasdaq 100 winners
50 Nasdaq-100 stocks are either in the red or up less than 10% as index hits record high

The Nasdaq-100 closed at a record 31,076.44 on October 5 and is up over 23% so far this year.

October 6, 2026 16:46 IST
bond yields today, bond yields explained, bond yields US treasury data points, bond yields markets, Bond yields, US treasury yields, 10-year yield, 30-year yield, earnings, US stocks
US stocks face 20% valuation hit if Treasury yield reaches this key level: Fidelity

BMO’s Earl Davis sees the 30-year US Treasury yield crossing 6% as inevitable, and likely within October.

October 6, 2026 13:11 IST
US Fed rate hike, FOMC October meeting, inflation, jobs data, PCE price index
US Fed may hold rates in October. What could still flip the script?

The US Fed is likely to pause at its October FOMC meeting, with the odds of a hike down to…

October 5, 2026 16:51 IST
Goldman Sachs forecast, Goldman Sachs prediction, S&P 500 forecast, Goldman Sachs S&P 500 forecast 2026, Goldman Sachs S&P 500 prediction,
Goldman Sachs sees S&P 500 at 8,700 despite rare Shiller PE warning

Goldman Sachs Research says S&P 500 earnings growth will slow, not collapse, even as the AI spending boom fades.

October 5, 2026 12:53 IST
Morgan Stanley recommendation, US stocks, bond market, rate hikes, US bond yields
Nasdaq nears record high: Weak US jobs data cools rate hike bets

Nasdaq nears a record high as weak US jobs data lowers Fed rate-hike bets, with tech and chip stocks leading…

October 2, 2026 21:58 IST
US stocks, Indian investing US stocks, global equities, overseas equity, US tech stocks
US jobs report: Hiring slows sharply as unemployment rate rises to 4.2%

US hiring slowed to 29,000 jobs in September as unemployment rose to 4.2%, signaling a tougher job market. Read the…

October 2, 2026 19:08 IST
family offices investing in real estate, family offices wealth management, family offices on wall street, family offices launching offices, family office AUM
90% of world’s richest family offices made money in 2026 YTD: Where are they investing?

Nearly nine in ten of the world’s wealthiest family offices reported positive portfolio performance year-to-date.

October 2, 2026 14:22 IST
Shiller ratio, CAPE ratio, Shiller PE ratio, Shiller PE CAPE ratio, S&P 500 returns
US stocks overvalued? Shiller PE ratio crosses 40 for only the second time in history

The Shiller CAPE ratio has moved above 40, a level seen only once before, at the peak of the dot-com…

October 2, 2026 05:05 IST
Nancy Pelosi portfolio, Nancy Pelosi stocks, Ro Khanna portfolio, Ro Khanna stocks, Nancy Pelosi's trading strategy
US Congress stock trading: Which lawmakers have the biggest bets and made the most trades?

Nancy Pelosi’s trading strategy has returned 983.53% since 2014, well ahead of the S&P 500’s 306.38% over the same period.

October 1, 2026 16:33 IST
Govt-extends-RoDTEP
As West Asia conflict rages govt extends RoDTEP by three months

The government extends the RoDTEP scheme till December 31, 2026, offering exporters tax reimbursements to improve India’s global trade competitiveness…

October 1, 2026 08:17 IST
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‘Insider risks’: Microsoft CEO demands kill switch mechanism for advanced AI models
‘Insider risks’: Microsoft CEO demands kill switch mechanism for advanced AI models
World News

Microsoft CEO Satya Nadella urged companies to treat powerful AI models as potential insider risks, not blindly trust them, and build systems that can be monitored, independently controlled and stopped mid-task. He called for auditable actions, model diversity and prompt incident disclosure, citing unpredictable AI agents and a reported OpenAI–Hugging Face incident.

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