Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Nifty holds 24,300 as HDFC Bank, Infosys lead gains. Mixed earnings, government EV push, and US inflation data set the tone for the next move.
The ASX 200 is headed lower, tracking Wall Street's third straight drop as oil prices hit two-month highs and hopes for a US-Iran deal fade. US CPI data later today is the next catalyst.
Carlyle Group beat Q2 earnings estimates by $0.05 per share. Net debt rose to $7.4 billion, adding to the cost of the earnings beat.
Sensex, Nifty open flat near 79,800 and 24,300 as US stocks drift near records. Mazagon Dock buy call at ₹2,574 with ₹2,750 target. Oil rises on Strait of Hormuz uncertainty.
A class action lawsuit alleges EquipmentShare misled investors in its January IPO. Stock fell after a short seller report flagged related party transactions. Lead plaintiff deadline is Sept. 21.
Over 1,300 flights canceled in Shanghai as Typhoon Dolphin hits. More than 420,000 evacuated in Zhejiang and Shanghai. Heavy rains raise flood risk.
Equal-weight indexes outperformed cap-weight in MSCI World, Europe and Asia over 26 years. Interactive Brokers and MSCI face different outlooks under the trend.
The Alger Dynamic Opportunities Fund beat the S&P 500's 15.2% Q2 gain on Industrials and AI infrastructure bets; NBIS and ALAB lead the long book.
July payrolls fell 23,000, far short of the 83,000 forecast, and wage growth cooled to 3.2%, shifting bets on Fed policy. September hike odds slid to 44%.
India's Nifty and Sensex have diverged by 43 bps for four sessions since the NSE launched its Closing Auction Session. The gap reflects institutional order flow, analysts said.
ASX futures flat after Wall Street slipped on oil spike and Iran Strait talk. RBA seen on hold. MCA warns on skilled migration. Western Digital fell.
Server CPU prices in China have surged over 40% this year. AMD and Intel are now locking in one- to two-year purchase commitments with customers. The talks signal AI demand broadening beyond GPUs.
Amazon crossed $3 trillion market cap after AWS growth hit 36.7% and capex rose to $220B. Microsoft's $627B backlog and lower P/E offer a rival path. Alpha Score 67 vs 72.
Nifty options show a defined 24,500-24,700 range with VIX below 13. The RBI's revised GDP and inflation forecasts support a stable macro backdrop, even as Asian equities slip on profit-taking.
Dow closed at a record high on Iran deal optimism; Nasdaq fell for first time in five sessions after AMD missed quarterly estimates and gave weak outlook.
CatIQ's final estimate for the 2024 Calgary hailstorm holds at CAD 3.35bn, with 95% of claims resolved. New estimates for July 2026 storms and June flooding in Quebec also released.
The Stoxx 600 hit a record close Tuesday as tech and banking stocks powered gains, while autos and luxury goods dragged. Here is the sector breakdown.
The new closing auction for F&O stocks skewed Nifty's close, down 159 points to 24,614.90, as traders recalibrated after Monday's auction lifted heavyweights.
Nifty 50 closed at 24,774, up 1.6%, after a 200-point surge in the closing auction's first day. Brent crude slid 5% on Iran talks, boosting risk appetite.
The Nifty 50 closed up 390 points with nearly 200 points added in the new Closing Auction Session. Heavyweights HDFC Bank and ICICI Bank saw concentrated buying, raising questions about the mechanism's impact on days with large institutional orders.
Graeme Kennedy bought a one-way ticket to Shanghai expecting a year. A decade later, his photography business and a James Beard-nominated series anchor him there.
Self-taught patient Wang Ning built a brain-controlled wheelchair in 48 hours after tumors left him paralyzed. Costs dropped from CNY100,000 to CNY20,000.
Amazon's Q2 net income includes $53.4B in gains from private AI investments. AWS growth is real, but the funding behind OpenAI and Anthropic is showing strain. Morgan Stanley sees $335.
KOSPI's 22% July plunge erased $1.2 trillion; hyperscaler capex guidance exceeding $2 trillion fuels investor skepticism about AI returns.
Apple fell 7.35% to $308.91; Cramer's AI praise met the tape. Microsoft rose 3.02%. The divergence shows AI money is rotating toward software.
A Seeking Alpha analyst said the summer tech correction is over. Lawrence Fuller cited the latest session's broad rally as the basis for his increased confidence, two days after first calling a bottom.
Gift Nifty signals a 100-point gap-up opening as Wall Street's tech rally, led by Microsoft's strong guidance, lifts global risk sentiment. FPIs turn net buyers, buying over Rs 3,600 crore in the previous session.
Swiggy stock forms a bullish reversal pattern with a buy recommendation at ₹295 and targets at ₹380. Nuvama Wealth's Q1 profit hits record, TruAlt net profit surges 1,154%.
Nifty IT jumps 3.3% as Coforge revenue surges 33%, while HUL falls 7% on margin pressure. Crude eases on Iran talks, rupee strengthens. Fed and BoJ decisions next.
SK Hynix sank 10% after ADRs hit a record low. CXMT's blockbuster debut and a Chinese lithography milestone deepened the rout. One analyst said the market is pricing CXMT's future capacity, not its current earnings.