Source: Works In Progress

Source: Works In Progress

Some stuff I am reading today morning:
Brent crude hovers around $109 (CNBC)
Hormuz crisis is intensifying (OP)
OMCs selling 5% blended diesel (HT)
LLoyds opens copper mine in Papua New Guines (NY Times)
Stock Talk: NALCO (FE)
Deep Dive: Thomas Cook India (Nine One Capital)
Bhakti at the Box Office (Forbes)
EU refused US call to impose tariffs on India (MC)
Chaos in France (CNN)
Cracks appearing in AI infrastructure boom (FT)
Here are the most clicked items on Alpha Ideas this week:
Alpha Ideas 20 20 Meet – 2026 Edition (AI)
Piramal.ai (AI)
Modi & Adani (Sabeer Bhatia)
The Irresistible siren song of recent returns (2Point2 Capital)
Notes from Bharat Connect Conference (Zen Nivesh)
Visaka: Frontier Express (AI)
Jayaswal: Comparison (AI)
Steamhouse: Gathering Steam (AI)
3 Gold Jewellery stocks (FE)
Pantomath: Banker, Buyer and Seller (BW)
Some off beat reads for the weekend:
Modi & Adani (Sabeer Bhatia)
Amit Shah wields the Shield (Open)
The Houthi model should worry India (FP)
Thread: US Ambassador Sergio Gor (Observer)
China’s Growth Machines (WIP)
Israel’s new Security Doctrine (INSS)
British Monarchy faces legal challenges (RT)
Trump Vs Zelensky (Al Majalla)
How Phil Ruffin built his real estate empire (TNI)
Jerry Seinfeld is no longer welcome (TOI)
Travel to Istanbul for hair transplants (Walrus)
Why Data Centers have become military targets (Time)
Let Muslims of India declare themselves (Gen Cariappa)
How to catch a liar (Science Focus)
Travel: Zanskar Valley (Team BHP)