Stock Research

In August 2025, the United States hit India with 50% tariffs, the steepest levied on any Asian economy as trade tensions with Washington boiled over. Six months later, those duties have been slashed to 18%. The stunning reversal followed months of stalled talks, rising geopolitical friction, and one explosive fault line: India’s Russian oil imports.… Continue reading India-US trade deal explained in visuals: how tariffs fell from 50% to 18%

Elon Musk said on Monday that SpaceX has acquired his artificial intelligence group xAI, tying together two of his most ambitious ventures as he seeks to build increasingly powerful AI systems backed by vast computing infrastructure. Financial terms were not disclosed, but the combined entities are valued at just over $1 trillion based on recent… Continue reading Elon Musk merges SpaceX and xAI in high-stakes bet on artificial intelligence

Europe started the week on a bruising note. From Whitehall belt-tightening to Paris finally muscling a budget through gridlock, policymakers are choosing survival over ambition. Markets are exhaling, but only briefly. Meanwhile, Tesla’s European brand damage looks structural, not cyclical, and Wall Street’s once-frothy obesity-drug trade is sobering up fast. This bulletin cuts through the… Continue reading Europe bulletin: UK job cuts, France breaks gridlock, Tesla’s steep fall

Shares of SanDisk Corp. extended their sharp rally on Monday, climbing more than 16% as investors continued to respond to the flash memory maker’s stronger-than-expected quarterly results and an increasingly bullish outlook from Wall Street analysts. The move builds on a dramatic run for the stock following its second-quarter earnings release last week. SanDisk shares… Continue reading SanDisk stocks rockets another 16% today: why analyst see further upside ahead

US President Donald Trump announced on Monday that the United States and India have agreed to a landmark trade deal following a phone call with Prime Minister Narendra Modi. The centerpiece: the American reciprocal tariff on Indian goods will drop from 25% to 18%, effective immediately. Trump also claimed Modi pledged to stop buying Russian… Continue reading Trump announces US-India trade deal, tariffs reduced to 18%

The Ibovespa, Brazil’s stock market benchmark, has started the year strongly, prompting XP Investimentos to raise its base-case year-end target for the index to 190,000 points from 185,000. The revision follows a January rally that saw Brazilian equities advance, placing the country among the world’s top-performing markets. In its monthly strategy note, XP’s strategists wrote… Continue reading XP raises Brazil’s Ibovespa year-end target to 190,000 after strong January rally

Oracle shares were higher on Monday after the company disclosed plans to raise between $45 billion and $50 billion in funding as it accelerates investment in cloud infrastructure designed to support artificial intelligence workloads. The stock climbed about 2.5% as investors digested details of the financing strategy, which underscores the scale of Oracle’s ambitions in… Continue reading Why Oracle stock is up around 3% today

Asian markets opened the week under heavy pressure as a sharp selloff in South Korean equities set the tone for the region, while investors weighed mixed signals from China’s manufacturing sector, steep losses in precious metals, sliding oil prices, and a major leadership development at Walt Disney. Asian markets lead declines as South Korea tumbles… Continue reading Morning Brief: Asian stocks slide as Korea tumbles; China manufacturing grows

South Korean equities slumped on Monday, leading declines across Asian markets, as uncertainty over interest rates and fresh doubts about the sustainability of artificial intelligence-related spending weighed heavily on technology shares. The benchmark Kospi fell as much as 5%, its steepest intraday decline since Nov. 5, prompting authorities to temporarily halt trading, according to an… Continue reading South Korean stocks tumble as AI doubts and rate jitters trigger sharp selloff