Nvidia’s strong earnings are noted. However, an analyst suggests the stock’s euphoria may be short-lived. He also believes India’s AI data centre hopes might be misplaced. The analyst points to proprietary chips from companies like Google. He states that foundational AI models are primarily developed in the US and China.Read More

The Nikkei 225 Index briefly climbed above the key psychological 50,000 figure before losing some momentum in the afternoon. The gauge closed up 2.7% at 49,823.94, while the broader Topix gained 1.7%.Read More

Market expert Anurag Singh argues the AI boom isn’t a dotcom-era bubble, citing established tech giants funding investments from profits. While valuations may be stretched, he believes corrections, not bubbles, are likely, even for companies like Nvidia, due to a lack of alternatives and strong revenue streams.Read More

Bitcoin has dropped nearly 30% from its yearly high above $126,000, driving a crypto market slump that has erased over $1 trillion in value. On Thursday, it traded at $92,783. Over the past 24 hours, Bitcoin rose about 2%, while Ethereum slipped 0.41% to $3,051. Most major altcoins declined up to 2%, though Solana and...Read More

Sammaan Capital shares rebounded sharply on Thursday after the company clarified that no investigative or regulatory agency has any ongoing probe related to allegations in a 2019 PIL filed by a whistleblower forum. The Supreme Court also noted that no affidavit indicated wrongdoing by the firm, helping the stock recover following Tuesday’s sharp decline.Read More

Despite an 11% surge in Nifty50 and 9% in Nifty500 over the past year, 12 Nifty500 stocks have fallen more than 50% from their yearly highs, highlighting uneven gains in the rally.Read More

PhysicsWallah’s early rally has unwound quickly, with the stock extending losses for a second straight session and its market value dropping from nearly Rs 46,300 crore on listing day to below Rs 37,700 crore. Analysts say the company’s strong brand and hybrid learning model support its long-term outlook but warn that competition, regulatory risks and...Read More

Peter Cardillo of Spartan Capital warns that US economic strength is a “false reading,” with wealthy households masking weak consumer spending and rising layoffs. With the Fed sharply divided on a December rate cut and AI-driven volatility pressuring markets, Cardillo says upcoming macro data could force a policy reversal. Bond yields and a strong dollar...Read More

The Federal Reserve has halted quantitative tightening earlier than expected, aiming to stabilise liquidity rather than shrink the balance sheet further. Policymakers remain divided over the long-term implications of maintaining an expanded balance-sheet footprint.Read More

Swiggy’s stock has fallen 36% from its peak, returning nearly to its IPO price of Rs 390. Despite a 54% revenue jump, the company’s net loss widened to Rs 1,092 crore in Q2FY26, primarily due to quick commerce expansion. Brokerages remain divided on its future prospects.Read More