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

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

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

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

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

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

Indian government bonds saw a slight dip as investors held back before Friday’s significant debt auction. Uncertainty surrounding the Reserve Bank of India’s future rate cuts and liquidity plans is driving caution.Read More

Nvidia’s blockbuster earnings shattered fears of an AI slowdown, delivering a record revenue beat and reigniting a global tech rally. Surging demand for Blackwell GPUs, strong guidance, and accelerating data-center growth helped silence AI doomsday narratives. Markets across Asia rallied sharply as investors regained confidence that the AI boom is far from losing momentum.Read More

India’s stock market has underperformed global peers due to stretched valuations and a dip in earnings growth. However, a consumption boom fueled by fiscal stimulus and rate cuts is expected to drive earnings recovery from Q3 FY26, potentially triggering a market rally. Global trends, especially US developments, will also play a crucial role.Read More

India’s five publicly listed REITs distributed over Rs 2,331 crore to unitholders in Q2 FY26, managing assets worth Rs 2.35 lakh crore. The sector’s market capitalization surpassed Rs 1.6 lakh crore, highlighting investor confidence and the growing maturity of this asset class in India’s capital markets.Read More