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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Avalon Pharma: Geopolitical challenges ‘part’ of operating reality
Stocks22d ago

Avalon Pharma: Geopolitical challenges ‘part’ of operating reality

Avalon Pharma CEO says geopolitical instability is a permanent operating reality, not an exception. H1 net profit rose 26% to SAR 55.7M, with margins holding at 62.6% as the company expands into new markets.

Short Liquidations Dominate $29M Wipeout, Covering Accelerates
Crypto22d ago

Short Liquidations Dominate $29M Wipeout, Covering Accelerates

Short liquidations made up 75% of $29M in crypto liquidations. MARA raised $600M in BTC-backed debt. Russian hardware wallet sales jumped ahead of Sept. 1 rules.

Bybit Gains U.S. Court Support to Trace $1.5B Hack Funds
Crypto22d ago

Bybit Gains U.S. Court Support to Trace $1.5B Hack Funds

A federal judge granted Bybit expedited discovery and a partial injunction to recover $1.5B in stolen crypto. $48.4M recovered, $30.5M frozen. Next steps focus on identifying intermediaries.

Kotak Mahindra Bank Hybrid Home Loan Locks Rate for 65 Months
Stocks22d ago

Kotak Mahindra Bank Hybrid Home Loan Locks Rate for 65 Months

Kotak Mahindra Bank hybrid home loan locks rates for up to 65 months, no premium. Starting at 7.6%, it targets borrowers seeking EMI stability. The bank's mortgage book grew 15%.

Gaja Capital Deepens Deeptech Push, Joins $1.5B AI Startup's Round
Stocks22d ago

Gaja Capital Deepens Deeptech Push, Joins $1.5B AI Startup's Round

Gaja Capital co-founder Gopal Jain says deeptech coverage is growing twice as fast as the rest of the portfolio. The firm put $75M into Sarvam AI's $1.5B round.

Palantir and Amazon: Analysts Raise Targets After Strong Q2
Earnings22d ago

Palantir and Amazon: Analysts Raise Targets After Strong Q2

Palantir raised its full-year guidance after U.S. commercial revenue surged 134% in Q2. Analysts also boosted Amazon and Lam Research targets, citing AI-driven demand and strong execution.

Foldable iPhone: durability, status, and an unclear job
Stocks22d ago

Foldable iPhone: durability, status, and an unclear job

Asymco's Horace Dediu questions the foldable iPhone's purpose, citing durability and price risks while acknowledging early sales could be driven by status appeal.

8th Pay Commission: How Fitment Factor and DA Hike Could Boost Salaries
Stocks22d ago

8th Pay Commission: How Fitment Factor and DA Hike Could Boost Salaries

The 8th CPC has closed stakeholder submissions. DA merger and fitment factor of 2.28 to 3.83 could drive salary hikes for 1 crore beneficiaries by 2027.

Office Shorts Poll Shows 55% Say No as LinkedIn Votes Top 7,000
Stocks22d ago

Office Shorts Poll Shows 55% Say No as LinkedIn Votes Top 7,000

A LinkedIn poll of 7,000+ votes finds 55% say shorts are not office-appropriate, while Adam Mosseri and some journalists test the dress code.

I Work From Home, and Our Family Helps With Childcare. We're Still Choosing Part-Time Day Care.
Stocks22d ago

I Work From Home, and Our Family Helps With Childcare. We're Still Choosing Part-Time Day Care.

Juggling work and childcare with family help wasn't enough. This mom explains why she's enrolling her 18-month-old in part-time day care, guilt included.

Why Minimalist Travel Habits Signal a Shift in Consumer Spending
Stocks22d ago

Why Minimalist Travel Habits Signal a Shift in Consumer Spending

A minimalist traveler reveals how wearing the same outfit for all workouts signals a shift in consumer priorities toward versatility and affordability over brand loyalty.

DJ to Meta tech lead: 13-year career ends in layoff
Stocks22d ago

DJ to Meta tech lead: 13-year career ends in layoff

Henry Chen, 38, lost his Meta job May 20 after 13 years, a path from DJ to tech lead. He's brushing up on system design with a coach before returning to the job market.

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