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Nvidia Blackwell Shortage Drives Global Compute Crunch

Rental prices for (NASDAQ: NVDA) Nvidia’s most advanced artificial intelligence chips have surged in recent months, underscoring a growing imbalance between supply and demand that is reshaping the economics of the semiconductor industry and cloud computing.

Nitish Kishor | 13 April 2026

Private Credit's Liquidity Gap: Can Secondary Markets Carry the Weight?

Overview: A decade of growth meets a moment of reckoning

Nitish Kishor | 13 April 2026

Chokepoints, Vetoes, and the End of Neutral Infrastructure

The gap between political announcements and ground-level reality has rarely carried greater market consequence. In May 2025, Trump announced on Truth Social that India and Pakistan had agreed to a "full and immediate ceasefire" brokered by Washington. India's foreign ministry promptly disputed the framing, …

Nitish Kishor | 13 April 2026

Intel, CoreWeave, Nebius: Price Targets Rise on AI Demand

Shares across the artificial intelligence infrastructure ecosystem received fresh support from Wall Street analysts on Monday, as price target upgrades for Intel, Nebius and CoreWeave underscored growing conviction in the sector’s structural demand outlook.

Nitish Kishor | 13 April 2026

Markets Turn Cautious as Hormuz Tensions Drive Oil Surge and Inflation Fears

Market Movers:On Friday, the top gainers were Sky Quarry Inc. (+72.70%) and Zentalis Pharmaceuticals, Inc. (49.55%). On the contrary, One and One Green Technologies. INC. (-62.90%) and Luda Technology Group Limited. (-32.55%) declined the most the same day.

Team Kalkine | 13 April 2026

America's Fiscal Gap Widens as Policy Contradictions Deepen

The United States federal government recorded a $164.1 billion budget deficit in March 2026, overshooting the $156.7 billion forecast. Total outlays reached $549 billion against receipts of $384.9 billion. The monthly miss, in isolation, is unremarkable. In context, it is a precise illustration of …

Nitish Kishor | 13 April 2026

Iran Peace Talks Collapse, Oil Markets Brace for Prolonged Supply Shock

Oil markets opened the week in a state of acute stress. Crude benchmarks climbed above $100 per barrel on Monday as the United States Navy prepared to enforce a maritime blockade against Iran, a dramatic escalation that arrived after weekend negotiations in Islamabad failed …

Nitish Kishor | 13 April 2026

Strong Headlines, Mixed Story: Goldman Sachs (NYSE:GS) Q1 2026 Earnings Breakdown

Goldman Sachs opened 2026 with a quarter that will test analysts' patience for nuance. Headline metrics were strong: net revenues of $17.23 billion beat the consensus estimate of $16.97 billion, while net earnings of $5.63 billion represented a 19% increase from the prior-year period. …

Nitish Kishor | 13 April 2026

When Markets Stop Fearing and Start Calculating

Despite surging oil prices and the US blockade of the Strait of Hormuz, equity markets remain surprisingly calm. Analysts say peak fear has passed. Here is what the data actually signals.The Anatomy of a Calmer PanicThere is a particular kind of market behaviour that …

Anjali Anand | 13 April 2026
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