Stock markets - world
Nvidia earnings set to test momentum of AI spending boom
By Axel Miller | 24 Feb 2026
Nvidia’s quarterly results are expected to provide insight into whether massive AI infrastructure spending is translating into sustained growth.
IBM shares tumble as Anthropic’s AI claims on COBOL modernization unsettle investors
By Cygnus | 24 Feb 2026
IBM shares fell sharply after Anthropic said its AI coding tools could accelerate COBOL modernization, raising concerns about legacy services demand.
Global investors remain ‘uber-bullish’ but warn of corporate overspending
By Axel Miller | 17 Feb 2026
Global fund managers remain bullish on growth but warn companies may be overspending. AI bubble risks and CAPEX discipline dominate the latest BofA survey.
Big Tech loses billions as AI spending concerns weigh on valuations
By Axel Miller | 16 Feb 2026
Big Tech stocks face valuation pressure in 2026 as investors scrutinise massive AI spending and demand clearer paths to revenue and profitability.
Investors Rotate Into Smaller, Cheaper Stocks as Tech Risk Appetite Fades
By Cygnus | 08 Feb 2026
Investors are rotating into small-cap and defensive stocks as volatility and doubts over AI returns weigh on big tech, signaling a broadening market rally.
Tech Selloff Weighs on Asian Markets; Indonesia Slides After Moody’s Outlook Cut
By Cygnus | 06 Feb 2026
Tech stocks drag Asian markets lower while Indonesia’s JCI falls 2.6% following a Moody’s credit outlook cut and MSCI transparency warnings.
Wall Street Week Ahead: Investors Bet on Earnings Strength to Drown Out Policy Noise
By Cygnus | 18 Jan 2026
Wall Street enters a key earnings week with markets near record highs as investors weigh corporate results against rising policy risk and geopolitical tension.
Retail Investors Surge into Memory Chip Stocks as AI Demand Tightens Supply
By Cygnus | 14 Jan 2026
Retail investors are piling into memory and storage stocks as AI data centers tighten supply. SanDisk and Micron are in focus as the trade shifts beyond GPUs.
Delta Projects 2026 Earnings Growth, Orders 30 Boeing 787s to Expand Long-Haul Fleet
By Axel Miller | 13 Jan 2026
Delta expects earnings growth in 2026 as premium travel demand holds up and confirmed an order for 30 Boeing 787 Dreamliners to expand and diversify its long-haul fleet.
Alphabet Briefly Joins $4 Trillion Club as Apple Taps Google Gemini to Power Next-Gen Siri
By Cygnus | 13 Jan 2026
Alphabet briefly crossed $4 trillion intraday after Apple confirmed a multi-year partnership that brings Google’s Gemini into future Apple Intelligence features, including next-gen Siri.
Trump Media and TAE Technologies to merge in $6 billion all-stock deal
By Axel Miller | 18 Dec 2025
Trump Media and TAE Technologies agree to a $6 billion merger, combining Truth Social with fusion energy technology. DJT stock surges 27% on the news.
Greece to raise around $1 billion through sale of 12% stake in National Bank
25 Sep 2024
The Greek government is expected to raise around 900 million euros ($1 billion) through sale of a 12 per cent stake in the National Bank of Greece (NBG), the country’s second-largest lender by market value.
ABB to buy back shares worth up to $1 billion
01 Apr 2024
Electrification and automation technology leader ABB will launch a new share buyback programme for up to $1 billion, under which the company will be buying back nearly 21.3 million shares at the current market price.
Berkshire Hathaway acquires $588.7 million worth of Occidental Petroleum shares
14 Dec 2023
Berkshire Hathaway, one of the world’s largest holding companies, acquired nearly 10.5 million shares of Occidental Petroleum.
Bitcoin surges above $40,000 amid positive market sentiment
04 Dec 2023
In a significant upswing, Bitcoin has surpassed the $40,000 mark, marking its highest point in 2023.
Indian markets make history, surpassing the $4 trillion market cap milestone for the first time
29 Nov 2023
Indian markets soared to new heights on Wednesday, 29 November 2023, as they achieved the historic $4 trillion market cap milestone for the first time.
Warren Buffett's endorsement boosts Mitsubishi's image, easing conglomerate stereotypes in Japan
17 Nov 2023
Mitsubishi Corp., Japan's largest trading house, is experiencing a positive shift in investor sentiment, thanks to Warren Buffett's resounding vote of confidence.
Alibaba stock plummets as former CEO abruptly departs cloud unit just before IPO
11 Sep 2023
Alibaba’s stock on the Hong Kong stock exchange dropped more than 4% on Monday, 11 September 2023, following the unexpected resignation of Daniel Zhang,
UBS bails out Credit Suisse in $3.24 billion take-over
21 Mar 2023
Swiss regulator FINMA that offered guarantees to the acquisition said on Sunday that Credit Suisse will write off its $17 billion additional tier-one bonds as part of the deal
ReNew Power lists on Nasdaq at a valuation of $4.5 billion
25 Aug 2021
ReNew Power, India’s largest renewable energy company, got listed on the Nasdaq in the US on Tuesday, at a valuation of $4.5 billion,
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Featured articles
Safety over scale: The Middle East conflict forces a pause in Indian tech expansion
By Axel Miller | 05 Mar 2026
Autonomous vehicle firms pause Abu Dhabi and Dubai operations amid Middle East conflict. Will Indian tech projects pivot to GIFT City and Bangalore?
The energy island: Why Big Tech is building its own power systems for the AI era
By Cygnus | 04 Mar 2026
AI data centers are reshaping the energy market as companies like Amazon, Microsoft and Google invest in dedicated power generation to support massive computing deman
The great memory squeeze: Why your next RAM upgrade could cost more
By Axel Miller | 02 Mar 2026
Rising AI infrastructure demand is tightening global memory supply, driving higher RAM prices for PCs and smartphones and reshaping the semiconductor cycle.
The agentic shift: re-architecting business for the 2026 autonomy cycle
By Cygnus | 26 Feb 2026
From chip competition to IT pricing models, the rise of agentic AI is transforming how companies build, deploy, and monetize technology.
The mainframe moment: how AI-driven modernization is reshaping the COBOL economy
By Axel Miller | 24 Feb 2026
New AI coding tools are accelerating legacy system modernization, raising opportunities and risks for banks, enterprises, and the IT services industry.
The concrete cloud: India’s $250 billion bet on the physical foundations of AI
By Cygnus | 23 Feb 2026
India pivots to AI's physical layer with $250B in pledges for chips and data centers to lead the new era of 'Agentic Commerce.' Read the full report.
The $250 billion pivot: how 2026 became the year AI paid the rent
By Cygnus | 18 Feb 2026
2026 marks the shift from AI “promise” to “profitability.” Explore how India’s sovereign compute and Infosys’s revenue metrics are defining a $250B market pivot.
The analog antidote: perception, reality, and the "Windows crisis" narrative
By Cygnus | 17 Feb 2026
Viral claims of a Windows collapse contrast with market data showing a slower shift as enterprises weigh AI, hardware costs, and legacy systems.
The analog antidote: why Americans are trading algorithms for physical media
By Cygnus | 16 Feb 2026
Vinyl, books, and DVDs are seeing renewed interest as Americans seek ownership, focus, and a break from screen fatigue in an increasingly digital world.


