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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Upstox in Talks for $350-400M IPO as Customer Base Hits 20 Million
Stocks8d ago

Upstox in Talks for $350-400M IPO as Customer Base Hits 20 Million

Upstox ranks 5th in active clients, wins GIFT City nod for international stock trading. IPO of $350-400M may include fresh shares and OFS.

Monsoon Slowdown Cloud India Crop Outlook, Inflation Bets
Stocks8d ago

Monsoon Slowdown Cloud India Crop Outlook, Inflation Bets

Below-normal rain from August 20 to September 2 threatens India's kharif crop and food inflation, with the southward belt shift offering only partial relief for Kerala and Tamil Nadu.

63% of Americans Say Trump Family Crypto Profits Inappropriate: Poll
Crypto8d ago

63% of Americans Say Trump Family Crypto Profits Inappropriate: Poll

63% of Americans say the Trump family shouldn't profit from crypto while he's president, a Reuters/Ipsos poll finds. The survey followed a disclosure of $1.4 billion in crypto-related income.

Robotics' ChatGPT moment could take up to a decade: Unitree CEO
Stocks8d ago

Robotics' ChatGPT moment could take up to a decade: Unitree CEO

Unitree's Wang defines the ChatGPT moment as a robot completing about 80% of tasks in unfamiliar homes; he sees it in 2-3 years, or as many as 10.

Six weeks of short bets unwound in 18 hours — the $3B crypto squeeze
Crypto8d ago

Six weeks of short bets unwound in 18 hours — the $3B crypto squeeze

Total liquidations exceeded $3 billion in 18 hours. Shorts accounted for 92% of the volume. Treasury buyback expansion and a White House summit triggered the fastest concentrated squeeze of 2026.

US Yields Retest Highs. The Bessent Put Meets the Bond Vigilantes
Forex8d ago

US Yields Retest Highs. The Bessent Put Meets the Bond Vigilantes

Treasury yields pushed back up to 4.704% after the debt buyback plan. The real test is whether this signaling effort can work without a change in the structural drivers.

US Grant Pushes Lilac's Lithium Tech Toward Commercial Scale
Commodities8d ago

US Grant Pushes Lilac's Lithium Tech Toward Commercial Scale

The US DoE awarded $500M to seven critical mineral projects. Lilac Solutions got $100M to scale its DLE technology in Utah, with direct implications for Lake Resources' Kachi project in Argentina.

ERCOT Targets Bitcoin Miners With Real-Time Pricing Rule
Stocks8d ago

ERCOT Targets Bitcoin Miners With Real-Time Pricing Rule

ERCOT proposes requiring Bitcoin mines and data centers to bid into real-time power markets, replacing voluntary curtailment with automatic price-based penalties.

Why 'Democratic Socialism' Will Never, Ever Cost $200 Trillion
Stocks8d ago

Why 'Democratic Socialism' Will Never, Ever Cost $200 Trillion

The Cato Institute's Adam Michel put a $200 trillion price tag on democratic socialism. The real problem: the policies would destroy the tax base needed to pay for them.

CZ Urges Countries to Tokenize Everything for Foreign Investment
Crypto8d ago

CZ Urges Countries to Tokenize Everything for Foreign Investment

CZ says countries can sell tokenized shares to global investors. Under OECD rules, small stakes may count as portfolio flows rather than FDI.

Telix and Zip Co Lead HotCopper as Guidance Drives Retail Interest
Stocks8d ago

Telix and Zip Co Lead HotCopper as Guidance Drives Retail Interest

Telix revenue up 22%, Zip guides to $340M cash EBTDA. HotCopper buzz also centers on Liontown, American Tungsten funding, and BrainChip's IBM bundle.

Vance calls economic pressure US's 'best tool' against Iran
Stocks8d ago

Vance calls economic pressure US's 'best tool' against Iran

Vance says Iran felt more pressure than the U.S. in recent weeks. Tanker traffic through the Strait of Hormuz remains a fraction of pre-war levels.

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