Markets

Bitcoin has crossed $75,000 amid sustained negative futures funding rates, signaling heavy short positioning even as ETF inflows and institutional demand drive the spot price higher. The divergence creates short-squeeze risk, where continued price gains could force leveraged sellers to liquidate, amplifying the rally.

India's banking sector ended FY26 with 16.1% credit growth and 13.5% deposit growth, maintaining expansion despite a persistent credit-deposit gap. Analyst Siddhartha Khemka names AU Small Finance Bank and ICICI Bank as top picks given their growth strategies and resilience under tight liquidity conditions.

U.S. stocks reached record highs after U.S.-Iran tension fears eased, with the S&P 500 and Nasdaq staging swift rebounds. First-quarter earnings season is now the primary driver, with elevated oil prices and potential inflation posing the main downside risks. Corporate guidance will be closely watched for signs of

Global markets face a crowded week shaped by U.S.-Iran diplomacy, incoming economic data pointing to slowing growth and rising prices, and a Congressional hearing for the Federal Reserve nominee. Tesla earnings add corporate focus. The confluence of geopolitical, macro, and institutional signals makes directional

Abbott Laboratories revised its financial guidance downward following the unwinding of its relationship with Exact Sciences, sending shares sharply lower. The guidance cut raises fresh concerns about near-term revenue visibility in Abbott's diagnostics segment. Analysts are likely to revise forward estimates pending

Sebi has approved IPOs for four companies, including Avaada Electro, the solar PV manufacturing unit of Brookfield-backed Avaada Group, after clearing its confidential DRHP filed in October 2025. Chennai-based Grand Housing will run an entirely offer-for-sale IPO, directing proceeds to its promoter rather than the

Fed Governor Adriana Kugler indicated she may scale back her rate-cut outlook for the year, pointing to 'less favorable' inflation developments as the reason. The signal reinforces a higher-for-longer rate posture that keeps pressure on business borrowing costs and consumer credit. Attention now shifts to upcoming

Analysts are projecting approximately 30% year-over-year growth for Boston Scientific (BSX) by 2026, driving bullish positioning on the stock. That growth rate, if realized, would significantly outperform the broader medical device peer group and support upward multiple expansion.

Jim Cramer called First Solar undervalued on CNBC, saying the stock has been overlooked and is too cheap. The comment draws attention to a domestic solar manufacturer already positioned favorably under Inflation Reduction Act incentives. Short-term retail flow may respond, but a sustained re-rating would require

Nasdaq futures climbed after TSMC reported earnings that signaled strong demand for advanced semiconductors, lifting tech sector sentiment broadly. As the primary manufacturer for Nvidia, Apple, and AMD, TSMC's results serve as a leading demand indicator for AI and hardware equities. Markets are now watching whether

Michael Burry identified a $1.7 trillion 'earnings illusion' in tech stocks after reviewing more than 1,000 reports, arguing that standard earnings metrics overstate the sector's true profitability. The claim raises repricing risk for large-cap tech positions anchored to consensus earnings multiples.

VNET Group Inc reported high growth attributed to AI-driven demand for its data center infrastructure in China. Rising AI workloads are pressuring capacity and lifting pricing across the sector. Revenue trajectory and backlog conversion rates will be the key metrics to monitor in coming quarters.

Forum Markets shares jumped 19% after its board revived a share buyback program and launched a strategic review. The dual announcement signals active pressure to unlock shareholder value, with buybacks mechanically supporting EPS and the review opening the door to asset sales or M&A.

Oil prices dropped nearly 15% after Iran declared the Strait of Hormuz 'completely open,' collapsing the geopolitical risk premium that had driven crude higher. The Strait carries approximately 20% of global oil supply, making any transit threat a direct market mover. The scale of the drop signals traders are rapidly

Netflix stock dropped following its earnings release, Alcoa reported results shaped by war-driven energy and commodity pressures, and regional banks added quarterly data to an active reporting cycle. The three releases offer a simultaneous read on streaming growth, metals margins, and credit conditions under rate

Reliance Industries is preparing to release its Q4 earnings, with results to be followed by an analyst meet. The announcement is expected to include dividend news, drawing attention from both income investors and analysts tracking the conglomerate's telecom, retail, and energy segments.

U.S. stock indexes including the S&P 500, Nasdaq, and Dow Jones climbed after Iran declared the Strait of Hormuz 'completely open,' reducing fears of an oil supply disruption. The Strait is a critical chokepoint for roughly 20% of global oil flows, and geopolitical risk had been pressuring equity sentiment. Markets

Morgan Stanley and Bank of America reported wealth management revenue gains driven by elevated market risk, as volatility prompted client activity in advisory and fee-based products. The results underscore how large wealth platforms monetize uncertainty through asset-based and engagement-driven fee structures. Investor

The U.S. IPO market posted a notably strong quarter, with performance improving ahead of several large-scale listings still in the pipeline. The reception of these high-profile debuts will test whether institutional demand is broad enough to sustain the recovery. Pricing outcomes and aftermarket stability will

HDFC Mutual Fund has announced an income distribution cum capital withdrawal under its HDFC Arbitrage Fund, though per-unit payout amount and record date have not been disclosed. The fund exploits cash-futures price gaps in equity markets, with distributions taxed under equity fund rules.