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Is AI in a Bubble? A Clear-Eyed Assessment of Today’s Market Exuberance

As someone who spends a lot of time analysing market cycles, we see signs of both exuberance and genuine economic transformation. The difficulty is separating hype from reality. So, in this piece, we want to break down where we genuinely stand today.

Team Kalkine | 20 November 2025

Tencent Music’s (NYSE: TME) Q2 Profit Surges 37.5% Amid Higher Margins and Subscription Growth

Tencent Music Entertainment Group (NYSE:TME)operates as a holding company overseeing a portfolio of online music and audio entertainment platforms in China. Its main activities include delivering online music streaming, social entertainment functions, and associated value-added services to users across multiple digital ecosystems.

Aditi Sarkar | 11 November 2025

DoorDash (NASDAQ:DASH) Reports 27% Revenue Growth in Q3, Earnings Up 51%

DoorDash, Inc. (NASDAQ:DASH)operates a platform that facilitates local commerce by connecting merchants with consumers. Its main services include the DoorDash Marketplace, the Wolt Marketplace, and its broader Commerce Platform, which together enable transactions and delivery services across multiple categories.

Aditi Sarkar | 10 November 2025

Amazon’s (NASDAQ:AMZN) Q3 Net Income Rises 38% on AWS and AI Investments

Amazon.com, Inc. (NASDAQ:AMZN)operates a global e-commerce and cloud services platform, providing goods directly and via third-party vendors. It divides its operations into North America, International, and AWS segments.

Team Kalkine | 05 November 2025

A Lot to Digest today - Trade Truce, Fed Cuts, and AI Investment Boom

The long, stressful trade war between the US and China is cooling down. President Trump and President Xi Jinping reached a big deal, which is great news for investors. The scariest part—a huge,100% tariffon Chinese goods—iscanceled. Instead, the main tariff rate on Chinese imports …

Team Kalkine | 30 October 2025

ON Semiconductor (NASDAQ: ON) Eyes Q3 Revenue Range of  USD 1.46–1.56Bn

ON Semiconductor (NASDAQ:ON)develops innovative technologies designed to foster a more sustainable and connected world. With a core focus on the automotive and industrial sectors, the company advances key global trends such as vehicle electrification, enhanced safety, renewable energy infrastructure, industrial automation, and next-generation connectivity …

Team Kalkine | 27 October 2025

Digital Realty Trust (NYSE:DLR) Reports Over 11-Fold Q2 Earnings Surge, Raises FY25 Guidance

Digital Realty Trust, Inc. (NYSE:DLR)is a real estate investment trust focused on owning, acquiring, developing, and operating data centers through its operating partnership subsidiary, Digital Realty Trust, L.P. The company provides data center, colocation, and interconnection solutions to both domestic and international clients.

Aditi Sarkar | 22 October 2025

Earnings, CPI, and Trade War: A High-Stakes Week Ahead.

Overview:The three major US stock indexes ended the week in a state of flux, oscillating between gains and losses as market participants wrestled with two primary concerns: persistent worries over regional bank health and credit risks, counterbalanced by improved sentiment stemming from more measured …

Team Kalkine | 17 October 2025

Earnings Season Surprise: Financial Titans Lead Strong Q3 Performance

The most striking trend is the sheer magnitude of the beats delivered by the money-centre banks.Goldman Sachsreported an EPS of$12.25, dramatically exceeding the $10.49 consensus—a testament to a surprisingly vigorous revival in investment banking and a trading environment more conducive to profit than prediction.JPMorgan …

Team Kalkine | 16 October 2025

AI-Driven Demand and Efficiency Gains Propel Dell’s (NYSE: DELL) 32% Q2 Profit Rise and Higher FY26 Guidance

Dell Technologies Inc. (NYSE:DELL)offers a broad range of integrated technology solutions, products, and services across design, development, manufacturing, marketing, sales, and support. The company’s operations are structured into two segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG).

Aditi Sarkar | 08 October 2025
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