Michael Burry’s Palantir Short: AI Monetisation Is Key
Michael Burry’s Palantir put options bet highlights a bigger question for AI stocks: can heavy AI spending translate into real earnings and margins?
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IT Stocks and the Anthropic Impact: Are Markets Overreacting?
Indian IT stocks have lost $50 billion in 2025 amid Anthropic AI concerns. Is this structural disruption or an overreaction by markets?
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Microsoft Stock Crash: AI Spending and ROI Questions Rise
Microsoft stock fell up to 12% despite strong results as markets focused on its $37B AI and cloud spend and tougher questions around ROI timelines.
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Swiggy vs Eternal: Blinkit vs Instamart Q-Commerce Model
Swiggy and Eternal had sharply different Dec 2025 results. Compare Blinkit vs Instamart metrics and see why scale and asset use drive outcomes.
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Why the FMCG Index in India Is Struggling Now
The FMCG index in India has slipped from its 2024 peak. See what changed in volumes, pricing, competition and quick commerce, and what it means for investors.
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HAL’s Biggest Challenge: Massive Orders, Slow Execution Threat
HAL has a ₹2.5 lakh crore order book, but execution delays, supply chain gaps, and manpower shortages now threaten India’s defence timelines and growth outlook.
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Reliance Q2FY26 Results: Double-Digit Growth Across Jio, Retail & O2C
Reliance Q2FY26: profit ₹22,092 cr (+14.3%), EBITDA ₹50,367 cr (+14.6%), revenue ₹2.84 tn (+10%). Jio ARPU ₹211.4; Retail ₹90,018 cr; O2C EBITDA up 20.9%.
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Infosys Buyback - Why Value Triggers for the Long Term Are Still Missing
Infosys announced a ₹18,000 crore share buyback at ₹1,800. Will this fix valuation concerns or are long-term growth triggers still missing? A clear analysis for investors.
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GIFT City Investing: How to Invest in Global Markets from India
Learn how GIFT City lets Indian investors buy US stocks, global ETFs, bonds, and more. Step-by-step guide with process, tax rules, and benefits explained.
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Indian Hotels - Tata’s New Ownership Model Could Reshape Hospitality
Tata Sons' new hospitality platform for IHCL could transform the hotel business by separating real estate ownership from operations. Learn how this asset-light model can reshape the Indian hospitality
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Role of Specialized Investment Funds (SIFs) in Indian Capital Markets
Explore the role of Specialized Investment Funds (SIFs) in India, how they differ from mutual funds, and why they bridge the gap between MFs and PMS for investors.
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How to Open an NSDL Account: Easy Guide for Beginners
Easy steps to open your NSDL account online. Follow our beginner-friendly guide to register and start managing your investments.
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