Inflation, interest rates, earnings growth and the durability of the AI-driven capital spending cycle will matter far more than election…
Infosys hits a 52-week low and Wipro ADR drops 3% as US immigration changes, AI worries and uncertainty weigh on…
Michael Burry says Anthropic’s valuation matches 78 profitable S&P 500 companies, warning of AI bubble risks; read what investors face.
The US Fed has released the minutes of its September 15-16 meeting showing every participant backing raising rates by 25…
Samsung Electronics forecasts a record quarterly profit of 107.4 trillion Korean won fueled by AI demand, achieving its highest-ever earnings…
See why the US 10-year Treasury yield hit 5.32% as inflation worries, oil prices, resilient growth and heavy borrowing pressure…
ING estimates that AI accounts for about one-fifth of the recent rise in long-dated bond yields.
Read why Ray Dalio says China and Japan may reduce US Treasury demand as debt pressures rise and AI funding…
The Nasdaq-100 closed at a record 31,076.44 on October 5 and is up over 23% so far this year.
BMO’s Earl Davis sees the 30-year US Treasury yield crossing 6% as inevitable, and likely within October.
The US Fed is likely to pause at its October FOMC meeting, with the odds of a hike down to…
Goldman Sachs Research says S&P 500 earnings growth will slow, not collapse, even as the AI spending boom fades.
Nasdaq nears a record high as weak US jobs data lowers Fed rate-hike bets, with tech and chip stocks leading…
US hiring slowed to 29,000 jobs in September as unemployment rose to 4.2%, signaling a tougher job market. Read the…
Nearly nine in ten of the world’s wealthiest family offices reported positive portfolio performance year-to-date.
The Shiller CAPE ratio has moved above 40, a level seen only once before, at the peak of the dot-com…
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.
The government extends the RoDTEP scheme till December 31, 2026, offering exporters tax reimbursements to improve India’s global trade competitiveness…