Alpha Ideas

Some stuff I am reading today morning:

Trump’s options in Iran worsen (CNN)

Tata Sons lose 28,800 Cr in FY2026 (MC)

HDFC Bank fines its own CEO (BSE)

AI stocks crash (247WallSt)

AI stocks can be like airline stocks (The Market)

Inside India’s 1.46L Cr Defence push (FE)

Stock Talk: Reliance (Rediff)

Makaibari Tea’s new brew (Forbes)

Antifragility in Life & Investing (DR)

The Retirement Frown (PC)

Some stuff I am reading today morning:

Mojtaba Khameini calls for continued Jihad (JPost)

The AI trade is still on (Yahoo)

Chinese memory co is Asia’s largest IPO this year (MC)

Manipal Health IPO this week (Rediff)

25,000 Cr IPOs in the pipeline (HT)

India’s secret Stock Exchange (BW)

Company: 100Hands (Forbes)

Market Indicators (Humble $)

Picking stocks in a bloodbath (CS)

Microcaps are struggling in US (Verdad)