Mohammed Uzair Shaikh

Inflation has now risen every single month in 2026, climbing steadily from 2.74% in January, a ninth straight monthly increase under the new series.

The rally spread well beyond SanDisk, with Micron rising about 8% to $782.48, and Seagate gaining nearly 8%.

Baird analyst Tristan Gerra said he had less visibility into data-centre forecasts for 2027, and expects hyperscalers' AI capital spending growth to slow to about 40% or less next year.

In a note on Wednesday, Morgan Stanley analysts reportedly said that Huang's leadership was central to the company's strategic direction.

"India and US equities have a long-run correlation of about 0.4, which is the point of diversification," said Subho Moulik, the founder and CEO of investment platform Appreciate.

Mirae Asset's FANG+ ETF closed at Rs 234.91 on Monday against an NAV of Rs 155.18. For Indian investors in US tech ETFs, that gap may matter more than Nvidia's fall.

Nvidia is down over 5% before the opening bell, yet S&P 500 and Dow futures are in the green. Index math explains the gap.

Nvidia slipped over 4% in overnight trade after Jensen Huang admitted to an affair and the board ordered a probe. One analyst says the market is betting he stays.

Pharma names were also among the gainers. Divi's Laboratories climbed 4.98% to Rs 10,834.50, while Sun Pharmaceutical Industries was the top gainer on the Nifty 50, up 3.39%.

He calls himself LTCG's biggest critic, but says the tax wasn't why FIIs left India. The relief he wants is for fixed-income investors.

Christopher Wood believes the money pouring into artificial intelligence is propping up the US economy. If that money dries up, he argues, the Federal Reserve may have to change course, and that could work in gold's favour.

The World Bank expects gold to keep sliding for two more years. But after this year's sell-off, the price it sees in 2028 is barely below where gold trades now.

A higher import duty and a weaker rupee have kept domestic gold prices from tracking the global slide. But the gap is narrower than those two factors alone would suggest, and the reason goes back to January.

Two mega listings, a slide in the Nifty's heaviest stocks and a sturdier broader market explain the gap

Cheaper oil, softer US yields and India's improving earnings outlook pulled foreign investors back after a year in which they pulled out more than Rs 2.7 lakh crore from Indian stocks.

The trust cited the Charity Commissioner's order of May 15, which bars SRTT from holding any meetings. Without a meeting, the trust said, it cannot approve or file a response.

Airtel's net profit rose 8.8% sequentially to Rs 8,888 crore. Analysts tracked by Bloomberg had estimated Rs 9,293 crore.

Gold has shed a fifth of its value since its January record. Most listed jewellers, though, are still sitting on gains for the year, and the reason has little to do with where the metal trades.

"The Qatari side proposed shortening the implementation period of the Iranian proposal to five days. We have reached a proposal at this stage that reduces the implementation period to two days," Iranian foreign minister reportedly said.

24-carat gold has fallen about 20% from its January record, but it is still 8% dearer than on Dhanteras last year. Analysts suggest staggered buying over lump-sum bets.