Bitcoin investor MicroStrategy has retained its spot in the Nasdaq 100, despite growing concerns about its business model’s sustainability. Analysts question its resemblance to an investment fund, especially as crypto treasury firms’ shares are highly sensitive to bitcoin’s price swings. Other companies were added and removed from the index.Read More

Recent updates from Oracle and Broadcom have sparked worries about high valuations and debt in AI stocks. Investors are becoming more selective. Despite these concerns, the overall market strength provides reasons for optimism. Short sellers are not aggressively betting against major AI companies. The AI trade remains intact for many, though performance may moderate.Read More

EU leaders are pushing for a deal to fund Ukraine using frozen Russian assets, a critical move amid the ongoing conflict. Meanwhile, the US releases key economic data, offering insights into the Federal Reserve’s next steps. Central banks across Europe, Japan, Britain, Norway, and Sweden are concluding their year with crucial policy meetings, potentially impacting...Read More

Upcoming U.S. economic data, including employment and inflation reports, will offer crucial insights after a federal government shutdown. Investors and the Federal Reserve await this clarity to guide market direction and potential interest rate adjustments. Disappointing tech earnings and a divided Fed decision highlight current economic uncertainties.Read More

Federal Reserve officials are split on cutting interest rates. Some believe inflation remains too high, citing a lack of recent economic data. They argue for waiting until early next year for updated reports. Others are more concerned about job market weakness. The central bank’s decision reflects this ongoing debate as they monitor inflation and employment...Read More

Technology stocks led a broad market decline on Friday, with the S&P 500 and Nasdaq falling over 1%. Concerns over an AI bubble, fueled by Broadcom and Oracle’s warnings, coupled with rising Treasury yields, pressured investors. Anticipation of key labor and inflation data also contributed to market caution.Read More

ICICI Direct forecasts the Nifty reaching 30,000 by 2026. The brokerage suggests investing in Bajaj Finserv, Indian Oil Corporation, LTIMindtree, Pidilite Industries, SRF, Can Fin Homes, and Jamna Auto Industries. BFSI and Consumption sectors are expected to lead growth. The Bank Nifty is also projected for significant gains. Current market breadth indicates a potential for...Read More

Indian stock markets saw a modest rise on Friday. The Nifty and Sensex closed higher, gaining about half a per cent. This uptick followed a US interest rate cut. However, uncertainty surrounding a US-India trade deal and a weaker rupee limited further gains. Investors are awaiting clarity on trade tariffs.Read More

Sebi has enhanced governance at Market Infrastructure Institutions by mandating the appointment of two executive directors. One ED will manage critical operations, while the other will oversee regulatory functions, compliance, risk, and investor grievances. Both will join the governing board, with hiring to be done through open advertisements.Read More

Tata Steel plans a nearly 50% capacity expansion in India to defend market share and secure raw materials, with most capex expected from internal accruals. This strategic move aims to align new capacities with anticipated demand growth post-FY29, ensuring profitability and maintaining a healthy balance sheet.Read More