Bitcoin hovered around $63,000 as global risk aversion impacted crypto markets, with Bitcoin and Ethereum seeing declines. Major altcoins also slipped, contributing to a 2% drop in the global crypto market cap. Analysts suggest consolidation is underway, with institutional caution and liquidations in derivatives markets reflecting ongoing uncertainty.Read More

Cybersecurity stocks in India and the US fell sharply after Anthropic launched Claude Code Security, raising concerns about AI-driven disruption in legacy systems and vulnerability management. Indian counters dropped up to 20%, while global peers also declined, as analysts cautioned that the sell-off may be narrative-driven.Read More

Shares of four companies backed by ace investor Vijay Kedia tumbled up to 20% on Tuesday after investors reacted to AI startup Anthropic’s new security tool, Claude Code Security, which detects and fixes vulnerabilities in open-source software. TAC Infosec, where Kedia holds a 9.58% stake, hit a 20% lower circuit, while TechD Cybersecurity fell over...Read More

Australian shares saw little change as cautious investors awaited key domestic inflation data and clarity on trade tariffs. Losses in heavyweight banks offset gains in miners, with financials, technology, and real estate sectors declining. Miners and energy stocks provided support, with BHP hitting a record high.Read More

A top Federal Reserve official sees little impact on monetary policy from the Supreme Court’s tariff ruling, despite acknowledging new economic uncertainties. While potential cost relief could modestly aid growth, ongoing trade policy shifts and upcoming labor data will heavily influence interest rate decisions, keeping markets on edge.Read More

Shares of textile companies, including Gokaldas Exports, Pearl Global, and Trident, dropped sharply on Tuesday after the government cut RoDTEP duty benefits by 50%. Exporters urged the government to review the decison citing higher costs and slowing demand. The RoDTEP scheme refunds taxes and duties that are not rebated under any other scheme.Read More

Indian markets face uncertainty driven by US tariff concerns and geopolitical factors, leading to cautious sentiment. AI’s impact on IT services remains unclear, while digital lending platforms show potential for financial services. The auto sector exhibits mixed but positive momentum, with ferrous metals also showing promise.Read More

Shares of IBM plunged 13.2% Monday, marking their steepest single-day drop in over 25 years, after AI startup Anthropic said its Claude Code tool can modernise COBOL, the legacy programming language running on IBM systems, raising concerns of AI-driven disruption in IT and cybersecurity stocks.Read More

India’s equity market faces a holding pattern due to a prolonged earnings downgrade cycle, with valuations remaining elevated. While domestic inflows have buffered FII outflows, they’ve also delayed a necessary valuation reset. A turn in the earnings revision cycle, particularly with FY28 projections, is crucial for the market’s next upward move.Read More

Indian government bonds are trading in a narrow band. Investors are cautious due to significant state borrowing plans. Softer U.S. Treasury yields are providing some stability. The market awaits the outcome of state debt auctions. A large federal government bond sale is also scheduled. Global factors like U.S. yields and crude prices are being closely...Read More