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India’s energy sector is at a unique juncture. Heatwaves are increasing power consumption across the grid, and hyperscalers are trying to build AI data centers in the country. Are these twin pillars of demand going to help the power companies in the country? Especially when power companies are seen as a proxy for an AI… Continue reading Adani and other Indian power stocks rally on AI play, but are valuations too high?

Top neocloud companies, including those backed by Nvidia, have fallen sharply over the past few days as concerns about the industry’s outlook have intensified and investors await the upcoming earnings reports from major technology companies. Nebius stock has dropped by 37.3% from its highest point this year. It recently revealed that Nvidia owns a 9.3%… Continue reading Why are Nvidia-backed CoreWeave, Nebius, and IREN stocks plunging?

As capital markets navigate mid-summer volatility, Cathie Wood’s ARK Invest has been quietly repositioning its flagship portfolios. The growth-focused asset manager made headlines throughout July 2026 by taking profits and trimming exposure to several market darlings. Rather than abandoning technology, Wood’s systematic divestments reflect a tactical pivot away from mature tech valuations toward high-conviction, early-stage… Continue reading Three ‘popular stocks’ Cathie Wood has sold in July

US stocks ended mixed on Friday as gains in the Dow Jones Industrial Average were offset by weakness in semiconductor stocks, while investors continued to monitor developments in the Middle East and their potential impact on global markets. The Dow Jones Industrial Average rose 235 points, or 0.5%, supported by a 3% gain in Apple… Continue reading Dow gains as Apple offsets chip weakness, S&P 500 closes near flat

Investors betting on SpaceX (SPCX) shares are buying into more than just reusable orbital rockets and a global satellite internet network – they are purchasing a ticket to the visionary leadership of Elon Musk. However, according to a recent analysis from HSBC, that celebrated “Musk factor” may already be fully priced into the equity. Analysts… Continue reading Is the Musk premium baked into SpaceX stock price?

On Friday, Anthropic introduced Claude Opus 5, a lower-cost artificial intelligence model aimed at enterprise users seeking greater value from AI investments. Nvidia, Microsoft and other technology companies urged US policymakers to support open-weight AI models to strengthen the country’s AI leadership. Gold prices recovered as oil retreated from above $100 a barrel ahead of… Continue reading Evening digest: Anthropic unveils Opus 5, oil eases from $100 surge

Tesla briefly lost its $1 trillion market capitalization on Friday as shares extended losses following a disappointing second-quarter earnings report, underscoring investor concerns over the electric vehicle maker’s profitability and the growing scrutiny surrounding CEO Elon Musk’s long-term vision. Tesla stock fell as much as 3.65% during Friday’s session to an intraday low of $308,… Continue reading Tesla market cap briefly falls below $1 trillion after earnings-driven selloff

American Express (AXP) stock is in focus this morning after the credit card company reported its fiscal Q2 earnings that told a familiar story of premium strength. AMEX came in ahead of Street estimates with an 11% year-on-year increase in earnings per share (EPS) to $4.53, while the firm’s overall revenue went up 10% in… Continue reading AMEX earnings: how Gen Z is making things difficult for American Express

Apple Inc. stock climbed 3% on Friday, outperforming much of the technology sector even as semiconductor stocks came under pressure. The gains came after Baird raised its price target on the iPhone maker while maintaining an Outperform rating ahead of the company’s upcoming quarterly earnings report. The broader technology sector was weaker during the session.… Continue reading Why is Apple stock outperforming the broader market?