U.S. software stocks extended their slide on fears of AI disruption, triggered by Anthropic’s new legal tool. Analysts warn of further volatility as investors assess the existential challenge to the sector, impacting finance, law, and coding industries. This selloff occurred despite Nvidia’s CEO downplaying AI’s threat to software companies.Read More

Advanced Micro Devices shares plunged 13% after a lackluster sales forecast deepened investor doubts about its ability to compete with Nvidia in the AI chip market. The company predicted a slight revenue fall this quarter, despite a boost from China sales, highlighting struggles in a booming sector.Read More

Gokaldas Exports saw a significant bulk deal as Societe Generale purchased over 5 lakh shares worth Rs 41 crore. The apparel manufacturer’s stock has surged 43% in two days, benefiting from a US-India trade deal that slashes tariffs on Indian goods. Despite recent gains, the stock remains down 14% year-to-date.Read More

Nifty closed higher for a second consecutive day, despite IT sector weakness, as other sectors gained momentum. Analysts noted initial market hesitation followed by a recovery, indicating buying interest at lower levels. Immediate resistance is seen at 25,900-25,950, with support at 25,600-25,650.Read More

Indian stock markets extended gains for a second day. The Nifty and Sensex closed higher, buoyed by optimism around a potential India-US trade deal. Most sectors saw gains, offsetting weakness in IT stocks. Analysts suggest consolidation is healthy, with key support and resistance levels identified. Several stocks showed buying interest, while others faced selling pressure.Read More

The U.S. Treasury will maintain current auction sizes for bonds and notes for several quarters, aligning with market expectations. However, Treasury Borrowing Advisory Committee minutes revealed dealer estimates of a significant $1.1 trillion shortfall for 2027-2028, sparking market attention. Investors anticipate auction size increases might occur sooner than previously thought, potentially late 2026 or early...Read More

Nasdaq plans a new rule to swiftly include major new companies in its index. This aims to fix delays that have kept big IPOs and transfers out of the benchmark. The ‘Fast Entry’ rule will allow top-ranked companies to join quickly. This is important as 2026 expects many large listings, including from SpaceX and Anthropic.Read More

Sebi is refining its Order-to-Trade Ratio framework for algorithmic orders, effective April 6, 2026. New exemptions for equity options and specific price bands aim to balance market liquidity with preventing excessive order placement. These changes follow stakeholder input and acknowledge the role of market makers. Separately, Sebi proposed overhauling its ‘fit and proper person’ rules...Read More

The National Stock Exchange board will meet on February 6 to begin its initial public offering process. This follows regulatory clearance from Sebi. A special committee will be formed to oversee the listing. The exchange’s financial results will also be reviewed. This marks a significant step after a decade of delays.Read More

The ‍S&P 500 ​opened largely ⁠flat and the Dow marginally higher on Wednesday, ‌following ‌upbeat results from Eli Lilly ‌and Super Micro Computer, while investors avoided big bets on software ​and cloud ​stocks after a ‌bruising ‍selloff in the ‍previous session.Read More