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Cisco Rewrites Its Growth Story as AI Infrastructure Orders Hit USD 9 Billion

Record Quarter, but the Real Story Is in the Orders

Nitish Kishor | 14 May 2026

Boeing, Nvidia, and Beijing: Trump's Summit Reshapes AI and Aviation Market Dynamics

When President Trump touched down in Beijing alongside Nvidia CEO Jensen Huang, the symbolism was deliberate. The world's most valuable chipmaker and the White House arriving together at the seat of America's principal strategic rival sent a signal that technology and diplomacy are no …

Nitish Kishor | 14 May 2026

Boeing's China Order Falls Short: Why 200 Planes Are Not Enough for the Market

Boeing (NYSE: BA) was trading at $232.05 on May 14, 2026, down $8.55 or approximately 3.55% on the day, even as President Donald Trump announced from Beijing that China had agreed to purchase 200 Boeing jets. The stock had risen 1.5% in premarket trading …

Ankur Sharma | 14 May 2026

Crypto Clarity Act Clears Senate Panel: Regulatory Certainty or Financial Risk?

The US Senate Banking Committee advances the Clarity Act 15-9, marking a landmark step towardCryptocurrencyregulation. With bipartisan cracks, banking opposition, and a narrow political window, the bill's path to law remains uncertain.Key HighlightsSenate Banking Committee advances the Clarity Act 15-9, with two Democrats crossing …

Nitish Kishor | 14 May 2026

Biogen's Diranersen Misses Its Primary Target. The Science Says Keep Going.

Biogen (Nasdaq:BIIB) announced on Thursday that its Phase 2 CELIA study of diranersen did not meet its primary endpoint. Markets opened with optimism, with shares briefly surging in pre-market on the strength of the biomarker data, before the primary endpoint miss registered fully. As …

Nitish Kishor | 14 May 2026

Ondas Holdings: A Defence Drone Play That Just Got Harder to Ignore

There is a certain irony in the fact that geopolitical instability, so corrosive to most asset classes, has become the single most reliable growth engine for a small unmanned systems company trading onNasdaq. Ondas Holdings (ONDS) reported first-quarter results on Thursday that beat analyst …

Nitish Kishor | 14 May 2026

Wall Street Futures Climb as AI Optimism and Trump-Xi Summit Fuel Market Mood

Markets opened Thursday on a quietly optimistic note, with Dow futures adding 0.9%, S&P 500 futures gaining 0.3%, and Nasdaq 100 futures nudging up 0.1%. The mood is buoyant, but it is worth asking how much of it rests on substance and how much …

Nitish Kishor | 14 May 2026

US Retail Sales Rise 0.5% in April as Fuel Costs Surge

American consumers kept spending in April, though the composition of that spending tells a more complicated story than the headline figure suggests. Retail sales rose 0.5% month-on-month, according to data from the US Census Bureau, matching analyst expectations and arriving on the heels of …

Nitish Kishor | 14 May 2026

Treasury Yields Slip as April Trade Price Data Exceeds Forecasts

Treasury yields retreated on May 14 as AprilImportand export prices surged well past forecasts, adding to a broadeningInflationpicture that includes elevated PPI and CPI readings.Key Highlights10-yearTreasury Yieldfell nearly 4 basis points to 4.44% following the trade price release.April import prices rose 1.9%, double the …

Nitish Kishor | 14 May 2026
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