Some stuff I am reading today morning:
Wall Street crashes (NDTV)
Eyepopping stats from yesterday’s crash (CNBC)
AI Trade’s marquee stocks get clobbered (Yahoo)
Oil rebounds to $100 (OP)
Muhurat Trading Timings (MC)
Adani Ports to acquire Evos for $2.9B (FE)
Sellside Research: Bharat Electronics Ltd (ICICI)
Economic consequences of no data centers (CNN)
How much do mutual fund distributors earn? (CM)
How to spot a Market Bubble? (Polymath Investor)
Some stuff I am reading today morning:
Oil prices plunge 10% (BS)
Trump loses heavily in mid-term elections (CNBC)
VP JD Vance blames Iran war for loss (Politico)
Cabinet approves 14,500 Cr for Energy Storage (PIB)
Cabinet approves 2,814 Cr for Critical Minerals Processing (PIB)
Govt to consider capital markets taxation (FE)
Trump may hasten India trade deal (DH)
Company: Amara Raja (BI)
Merchant Banker Swastika Investments fined (ML)
The power of Sync (Seth Godin)
Some stuff I am reading today morning:
Investors lose 100 Cr in Stockal hack (NDTV)
AI boom will hit a wall by end 2026 (Elon Musk)
Supreme Court warns Centre (Rediff)
Israel warns of Iran chemical weapons (HT)
Houthis launch ground attacks on Saudi Arabia (MEE)
Britain’s plan to tax its way out of debt (TES)
2 Data Centre Stocks (FE)
Index Funds Vs Stock Picking (CS)
Memories of bubbles gone by (Felder Report)
Sarah Guo’s wager (Colossus)
Some stuff I am reading today morning:
Oil prices fall sharply (NDTV)
FM Sitharaman in favour of supportive tax regime (MC)
SEBI proposes scrapping LTCG tax for Foreign Investors (ML)
Tatas head for November showdown (Rediff)
The AI trade ain’t finished (Raoul Pal)
NSE at BSE (BT)
Eating out to get costlier (FE)
Expansion plans of Naturals Ice Cream (BW)
Thread: Muthoot Finance (Digant Haria)
Thread: Don’t stop your SIPs (K Rajendran)
Some stuff I am reading today morning:
AI stocks just lost $5 Trillion (Yahoo)
Iran braces for more war (NY Times)
Maruti hits record monthly sales (NDTV)
GST hits record collections (Rediff)
RCom & Jio (Fortune)
Anthropic’s massive revenue surge (Bloomberg)
Stock Talk: Poojaa Precision Ltd (FE)
Catalysts are overrated (Bireme Capital)
Confidence is about calibration (Ted Lamade)
If it feels good, you are too late (Moon Tower)